Currencies and investment holdings
Introduced in Finzytrack v0.2.1.
Finzytrack now distinguishes currencies (like USD, INR) from investment holdings (commodities such as VOO or VTI — stocks and funds you hold a quantity of). Before this release both were treated the same, so a ledger containing investments could show share counts stacked next to money in the KPI cards, and list those holdings in currency dropdowns.
What you’ll see
Section titled “What you’ll see”- KPI totals (Net Worth, Total Assets, and similar) and currency pickers now show currencies only.
- Transaction and account views are unchanged — they still show holding quantities, which is what you want there.
- If Finzytrack refreshes your demo dashboards, that’s the usual demo-content refresh; your customized dashboards are never overwritten.
What to do — only if you hold investments
Section titled “What to do — only if you hold investments”Tell Finzytrack which commodities are your currencies:
- Open Settings → General → Operating Currencies.
- Add each currency you track balances in (e.g.
USD,INR) and click Save.
Finzytrack writes this to your ledger and immediately treats everything else — your stocks and funds — as holdings, so they drop out of money totals and currency pickers.
If you don’t set operating currencies, nothing breaks: Finzytrack treats every commodity as a currency, exactly as before. Note that investment holdings are not yet included in money totals at market value — totals reflect your currency balances. For the full model, see Commodities and Currencies.