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Combine wallets in different currencies into one net worth

In Tetri, you see a wallet balance in its own currencies. All net worth (assets minus debts) appears in the base currency, and each amount shows its rate.

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A card, cash, a brokerage account and a credit card are separate wallets. The card shows the balance and the nearest date when it reaches zero.

Net worth: assets minus debts

One figure at the top, with the shares of wallets and currencies under it. The original amounts stay in their own currencies.

Transfer between currencies with a rate or a credited amount

You can enter the rate or the amount credited to the second wallet when you transfer. A transfer between your own wallets is neither income nor spending.

The rate comes from the transaction date

Each transaction in another currency has the rate for its date. You can set the rate by hand. If there is no rate, the total shows that it is missing.

Debts with people count in net worth

You can record a debt with a person with the "Lent" and "Borrowed" transactions. Amounts lent count in net worth with a plus, and amounts borrowed with a minus.

What you can set

  • Base currency

    Net worth, report totals and the forecast appear in the base currency. The original amounts of transactions stay in their own currency.

  • Wallet currencies

    One wallet can hold several currencies.

  • Custom currencies

    You can create a currency that is not in the list with your own rate.

  • Credit card

    The amount due, the due date and two options: record a payment of the full amount or the minimum payment.

  • FX gain and loss

    You can compare the conversion rate with the reference rate in the "Currency conversions and reference rates" report, and see the result for each currency lot in the "Exchange-rate difference" report.

Questions about wallets and currencies

Related sections

Combine your net worth into one figure

Add wallets in their own currencies and upload statements.

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