Where do I change the currency settings for my plan? What steps do I follow to modify the currency used in my plan? How can I update the currency for my business plan?
In Bizplan, the currency format is automatically set based on the country you select. This means that to change your currency, you simply need to update your country in the company profile. You can find step-by-step instructions on how to change your country here.
Steps to Change Your Country and Currency (Alternative Method via Finance Settings)
If you prefer not to update it from the Company section, you can also change it through the Finance Settings by following these steps:
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Log in to your Bizplan account.
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In the left-hand menu, click on Finance to access the financials section.
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Go to the Settings tab and locate the Country field.
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Click into the field and begin typing the name of your country.
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A list of matching countries will appear—select the correct one from the suggestions.
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Click the Save button and wait for the page to reload with the updated currency settings.
Important Notes
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The country you select controls how currency symbols and formats are displayed throughout your financial plan.
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Updating the country will not retroactively change manually entered amounts; it updates the format presentation only.
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You can change your country and currency format at any time if your business location changes.