How can multiple users share data in Fund Manager?
Fund Manager is not "networkable" in that multiple users cannot be
accessing the same data files at the same time. There are however
a couple of options that can be used to allow multiple users to share
data in Fund Manager:
- Store your data on a shared drive that all users have access to.
When creating investments and saving your portfolio file, save
everything to this shared drive. To also share preferences, such
as memorized reports, enable the
mode. Only 1 user can have the data
open at a time. If a second user wants access
to the data, the first user must first close Fund Manager. When
using the portable/cloud mode with the Advisor version of Fund Manager data
protection is enabled, to ensure no more than one user is modifying the data at
a given time. When not using data protection there
are no protections built into Fund Manager to prevent multiple users
from overwriting each other's changes, so it is up to the users to be
careful, and make sure only one user at a time has the data open.
(Related Tip: If retrieving or importing transactions, click the
"Options..." button next to the "Create New Investments As Needed"
option to specify the location where new investments will be stored.)
- Use the Backup and Restore feature to transfer the data back/forth
between computers. Each user has his/her own copy of the data.
You may elect to have one person always have the "golden" copy of the
data and be in charge of making data entries. Other users can
receive a backup copy of the golden data, and restore it on their
computer, so they have a copy to work with. This method is safer
than option #1, as no possibility of overwriting each other's changes
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