Help / Currency Converter

Currency converter feature guide

A complete walkthrough of the multi-currency converter, from cached rates and manual mode to swapping, rounding, and privacy.

Overview

The multi-currency converter helps you translate amounts between currencies with clear, repeatable math. You can use cached rates for quick estimates or manual rates for locked client pricing.

Every conversion shows the applied rate and reverse rate so you can validate the math before sending a quote. The guide below explains each feature in detail.

Workflow steps

Use this sequence to keep conversions consistent and ready to share.

Step 1

Choose the rate mode

Decide between cached rates for fast estimates or manual rates for locked pricing.

Step 2

Select currencies

Pick the source and destination currencies and swap them if needed.

Step 3

Enter the amount

Type the amount and review the applied and reverse rate in the breakdown.

Step 4

Save or reset rates

Update cached rates for future sessions, or reset to defaults any time.

Data privacy and trust

Currency conversions run entirely in your browser. The app does not send your amounts or rates to a server.

Cached rates are stored locally on your device so you can reuse them across sessions. You can clear or reset them at any time.

Local calculations

Conversions stay on your device.

Saved rates

Rate tables are stored in your browser.

Reset anytime

Clear cached rates when you are done.

Cached rates and rate basis

Use a local rate table to speed up routine conversions.

What it is

Cached rates store each currency in the basis you choose, either per 1 USD or as USD per currency.

Why it matters

A stable rate table keeps your quick estimates consistent across multiple sessions.

How it works

Select the rate basis, update the rate table, save it locally, and the converter will reuse it next time.

How to use

  1. Open the cached rates tab and choose the rate basis.
  2. Adjust the value for any currency you need.
  3. Save the rates for future sessions.

Best for

  • Recurring client quotes with a stable rate.
  • Budget planning before a trip.
  • Quick checks before sending invoices.

Pro tips

  • Update rates before high-value invoices.
  • Keep the base currency consistent for every team member.

Manual rate mode

Lock in a specific exchange rate for a client or contract.

What it is

Manual mode applies the rate you enter instead of any cached values.

Why it matters

It keeps pricing aligned with agreed rates and avoids drift.

How it works

Switch to manual mode, enter the rate for 1 source currency, and convert.

How to use

  1. Select the manual rate tab.
  2. Enter the rate you want to use.
  3. Review the applied rate in the breakdown.

Best for

  • Fixed-price contracts in a foreign currency.
  • Negotiated rates with a client.
  • Offline work without live rates.

Pro tips

  • Record the rate used in your invoice notes.
  • Double-check the direction of the rate before sharing.

Rate table and saved values

Maintain a small table of rates you can reuse quickly.

What it is

The rate table lists currencies in your chosen basis and lets you edit them.

Why it matters

It saves time when you use the same rates repeatedly across invoices.

How it works

Update the table, click Save rates, and your entries persist locally with the selected basis.

How to use

  1. Edit the rate value for a currency.
  2. Save the table to local storage.
  3. Reset if you want to return to defaults.

Best for

  • Finance teams using a weekly rate update.
  • Freelancers quoting in multiple currencies.
  • Quick sanity checks across quotes.

Pro tips

  • Use consistent rate sources for your team.
  • Save a timestamp in your notes for clarity.

Swap and reverse conversion

Flip currencies and validate the reverse rate quickly.

What it is

Swap switches the source and destination currency and recalculates the rate.

Why it matters

It helps you confirm the conversion makes sense in both directions.

How it works

Click Swap currencies to reverse the pair and review the reverse rate.

How to use

  1. Enter the original conversion.
  2. Use the swap action.
  3. Compare the reverse rate for accuracy.

Best for

  • Double-checking invoice totals.
  • Explaining conversions to clients.
  • Confirming exchange direction.

Pro tips

  • Swap back after checking the reverse rate.
  • Watch for decimal placement mistakes.

Conversion breakdown

See the applied rate and converted total at a glance.

What it is

The breakdown panel shows the applied rate, reverse rate, and final converted amount.

Why it matters

Clear breakdowns reduce confusion when sharing totals with clients.

How it works

Enter the amount and review the breakdown before copying the total.

How to use

  1. Enter the amount to convert.
  2. Review the applied rate in the summary.
  3. Confirm the final converted total.

Best for

  • Client quotes with clear math.
  • Internal reviews before sending invoices.
  • Budget planning with quick checks.

Pro tips

  • Share both the rate and the total in your message.
  • Keep the breakdown visible while editing.

Rounding and display

Keep totals readable and consistent across currencies.

What it is

The display helpers format currency values with clear decimal places.

Why it matters

Consistent rounding avoids disputes and keeps client totals tidy.

How it works

Review the formatted total and adjust the rate or amount if needed.

How to use

  1. Check how the total is formatted.
  2. Use a consistent rounding policy.
  3. Document the rounded total when sharing.

Best for

  • Invoices that require clean currency formatting.
  • Client-facing quotes and proposals.
  • Multi-currency budgeting.

Pro tips

  • Round the final total, not intermediate steps.
  • Keep the rounding rule consistent across projects.