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Muliple Companies

PostPosted: Mon Jan 17, 2011 3:59 pm
by tomrenee
Can I set up separate companies with their own accounts? I have 3 separate companies with unique accounts. Is there a way to hide certain accounts lists so when working with that particular company I don't keep pulling up all the accounts lists for everyone?

Re: Muliple Companies

PostPosted: Tue Jan 18, 2011 7:46 pm
by mthadm
Hello,

The proper way of doing this is to setup 3 different files for 3 different companies:
You can always create a new File by going through File-New-New File and then switch between the files by File-Open or File-Recent.

If you want to be running the reports that aggregate information between the 3 companies or across all accounts that you track then you have no choice but to keep everything in one file. In this case you will need to come up with a naming scheme for accounts to differentiate them, i.e. Company A- Checking, Company B-Checking, etc

There is no way currently to limit access to accounts based on defined user roles, this is planned for 2011 as part of "Webification" of MyMoney

Thanks,