Quick tipHow toSmart CRM

Update exchange rates automatically

Monthly, quarterly or annually.

Subscription: All tiers with multiple currencies
Permissions: Edit account defaults or Super Admin
Time: 2 min · Intermediate
Last verified: October 7, 2026

Short answer

HubSpot's KB: with multiple currencies, turn on automatic exchange rate updates monthly, quarterly or annually. Turning it off asks you to type Confirm.

1. In HubSpot

The relevant screen in my demo portal.

Account Defaults General tab with the Time zone and Fiscal year dropdowns highlighted — Time zone (1) and fiscal year (2).

2. Worth knowing

Read what changes when the setting is turned off.

3. Related

Account defaults.

Sources

HubSpot Community question: Set up your Exchange account
HubSpot Knowledge Base: Automatic exchange rate updates

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