# How to Create a Currency entity

## Prerequisites

We assume you have all prerequisites you may need, including:

1. If needed: the VPN is configured to access the Finmars resources
2. If needed: access to the Virtual Machine to work with the sensitive information
3. Must have: registered in Finmars in the needed region environment (self-registered or registered by Finmars)
4. Must have: having permissions set to allow continue with the Action in the Guide

## Creation of Currency Entity

[](https://docs.finmars.com/books/entities/page/how-to-create-a-register-entity/edit?content-id=bkmrk-open-the-%E2%80%9Cdata%E2%80%9D-sect&content-text=Open%20the%20%E2%80%9CData%E2%80%9D%20section%20in%20the%20left-hand%20side%20menu "Jump to section in editor")

1. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Open the</span> ****“Data”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">section in the left-hand side menu. Select the</span> ****“Currency”**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">entity from the list under </span>****Data****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">.</span>  
    [![Снимок экрана 2025-05-06 035244.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-035244.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-035244.png)
2. ****Click the “+ Add” button****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> located in the top-left corner of the portfolio list view.</span>  
    [![Снимок экрана 2025-05-06 035251.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-035251.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-035251.png)
3. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;">This action opens the </span>****Add****<span style="white-space: pre-wrap;"> </span>****Portfolio register**** <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">form.</span>  
    [![Снимок экрана 2025-05-06 035301.png](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-035301.png)](https://docs.finmars.com/uploads/images/gallery/2025-05/scaled-1680-/snimok-ekrana-2025-05-06-035301.png)
4. ****Fill in the required fields in the creation panel:****
    1. ****Currency**** – enter the full name of the currency. This typically follows the ISO 4217 format (e.g., USD, EUR, CHF).
    2. ****Public name**** – optional field for external-facing labels, if different from internal naming.
    3. ****Country****<span style="white-space: pre-wrap;"> – select the issuing country for context/reference. This may be used in filters or reports.</span>
    4. ****Notes****<span style="white-space: pre-wrap;"> – add any internal notes for clarification or documentation purposes.</span>
5. <span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34);">Click</span> ****“Create and Exit”****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> to save the portfolio and return to the list view. Alternatively, use </span>****“Create”****<span style="color: rgb(170, 170, 170); background-color: rgb(34, 34, 34); white-space: pre-wrap;"> to save and continue editing.</span>