> ## Documentation Index
> Fetch the complete documentation index at: https://docs.myclerkbook.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Multiple Dashboards

> Up to five separate books on Premium, each a financial world of its own with nothing shared between them.

A book is a whole financial environment rather than a filter on one big list.
Premium holds up to five of them, so client work, a side project and your
personal money each get their own, and none of them can see the others.

The reason is how you actually think. You do not hold one set of finances with
labels applied to it. You hold "my Client A work" and "my personal money", and
a single list, however well filtered, makes you carry both at once.

## What stays separate

Everything. There is no shared layer underneath.

<CardGroup cols={2}>
  <Card title="Its own entries and groups" icon="tags">
    A group called Software in one book has no relationship to a group of the
    same name in another.
  </Card>

  <Card title="Its own base currency" icon="coins">
    Chosen per book from all 166 supported currencies.
  </Card>

  <Card title="Its own widgets" icon="table-cells">
    A dashboard arranged for a client is not the arrangement you want for your
    own money.
  </Card>

  <Card title="Its own alerts" icon="bell">
    An overdue income reminder chases the client whose book it sits in.
  </Card>
</CardGroup>

Each book also holds its own name, description and short slug, and, when the
myClerkBook Agent arrives in the phase after the web launch, its own set of
agent permissions.

## Switching between them

The switcher sits in the top navigation and lists each book with its name, its
currency and when you were last in it. Switching is one click, with no reload,
and every figure and panel on the screen changes to the book you moved to.

**You land where you left off.** Signing in takes you to the book you used
last, rather than to a chooser.

Each book carries its own colour or icon in the switcher, which is what keeps
the list readable once you are running four or five.

## Creating and managing them

<Steps>
  <Step title="Your first book is made during setup">
    Onboarding asks you to name it, give it a slug and pick the currency you
    think in.
  </Step>

  <Step title="Add the rest from the switcher">
    New book, name, slug, currency, and you are in it, with nothing carried
    over from the book you were in.
  </Step>

  <Step title="Rename, archive or delete in its settings">
    Each book's own settings screen holds its name, slug, currency, and the
    archive and delete actions.
  </Step>
</Steps>

## Basic and Premium

|                      | Basic          | Premium                                                     |
| -------------------- | -------------- | ----------------------------------------------------------- |
| Books                | One            | Up to 5                                                     |
| Groups               | 10 per book    | Unlimited per book                                          |
| Statement imports    | 1 a month      | 1 a month per book, up to 5                                 |
| Currency conversion  | Entered as-is  | Converted to each book's base currency                      |
| Rollups across books | Not applicable | Multi-dashboard rollup widget, multi-dashboard digest alert |

**Several of the limits above are per book rather than per account**, which is
what makes the fifth book worth as much as the second. Ten groups on Basic is
ten groups; on Premium it is unlimited, in each of five separate books.

Basic holds exactly one book, and the switcher is not part of the Basic
interface. If you change plan later, see
[Upgrading and downgrading](/plans-and-billing/upgrading-and-downgrading) for
what happens to the books you added.

## Related features

<CardGroup cols={2}>
  <Card title="Multiple Currencies" icon="coins" href="/features/multiple-currencies">
    Each book converts to its own base currency, at daily rates.
  </Card>

  <Card title="Collaboration" icon="users" href="/features/collaboration">
    Share every book, or name the ones a person can reach.
  </Card>
</CardGroup>

<Card title="Next: Multiple Currencies" icon="arrow-right" href="/features/multiple-currencies">
  166 currencies, converted daily, with the original always shown.
</Card>