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Account & security

Change my primary currency

Your primary currency is the one Atlas uses to display your net worth, totals, and KPIs. It's a display setting: changing it doesn't touch the amounts on each account, it presents them in a different unit.

Currency selector in Profile → Preferences → General

How to change it

  1. Click Account (bottom-left of the sidebar on desktop) or open the mobile menu.
  2. Select the Preferences tab.
  3. In the General card, open the Main Currency selector.
  4. Pick CAD, USD or EUR.
  5. Click Save. A toast confirms the change.

Open my profile.

What changes, what doesn't

  • Affected: dashboard KPIs, trend charts, totals by category, Atlas Score.
  • Not affected: the individual currency of each account or asset, nor their monthly history.
  • Crypto and unsupported conversion currencies (BTC, ETH, GBP, CHF, JPY, AUD, etc.): Atlas shows the raw amount, without converting it. As a result, those lines don't count toward your aggregate net worth. To make them count, enter the value in CAD/USD/EUR. See My alternative assets.

Currency at the account level

Common pitfalls