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Summary of Features and comparision chart
Bank Genie Pro -versus- Bank Genie 4
TIP: To help make a decision on which product is best for your requirements, check out the Yes and No’s
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Feature
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Bank Genie Pro 4
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Bank Genie 4
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Importing data from other systems
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Import data from Quicken and MS Money
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Yes
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No
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Can upgrade from Bank Genie 3
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Yes
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Yes
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Personalising Bank Genie (Preferences)
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User name (one or many)
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Yes
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Yes
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Each user can select preferred Font name, Font size, Bold
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Yes
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Yes
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Select the Date format for your country
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Yes
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Yes
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Language selection and Language Translation tools
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Yes
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Yes
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Appearance: Choose between Classic style and Tree View
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Yes
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Yes
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Account types
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Bank Accounts - One or many
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Yes
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Yes
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Credit Card Accounts - one or many
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Yes
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Yes
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Suitable for any single currency (USD, GBP, Euro etc)
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Yes
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Yes
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Multi-Currency Accounts and other Multi-Currency Features
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Yes
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No
YOUR currency only
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Standing Orders
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Bank Genie Pro 4
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Bank Genie 4
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Regular Payments, Direct Debits, Standing Orders
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Yes
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Yes
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Frequency options: Monthly, Weekly, Bi-Weekly, Every 4 weeks
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Yes
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Yes
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Process standing orders on startup (Optional)
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Yes
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Yes
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Entering and organising Transactions
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Bank Genie Pro 4
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Bank Genie 4
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Transaction reference (e.g. Cheque No) - Optional, can be blank
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Yes
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Yes
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Amount, Transaction date, Paid To/Received from, Spent on
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Yes
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Yes
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Free text memo field for each transaction element
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Yes
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Yes
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Enter Transaction Dates and (Optionally) Bank Dates
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Yes
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Yes
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Split Transactions
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Yes
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Yes
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Transfers between accounts
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Yes
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Yes
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Transfers between Multi-Currency Accounts
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Yes
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No
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Income and Expense Categories
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Yes
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Yes
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Sub-Categories
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Yes
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No
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Tags (known as Classes in Quicken)
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Yes
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No
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Link transactions to Invoices and set up Supplier profiles
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Yes
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No
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Lodgements - Transactions can be grouped as a Lodgement
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Yes
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Yes
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Predictive text (Paid to/Received from etc)
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Yes
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Yes
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Quick jump to other side of a Transfer
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Yes
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Yes
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Zero value transactions allowed
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Yes
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No
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Negative values allowed in split transactions
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Yes
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No
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Reconcile transactions to Bank Statements or on-line balance
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Yes
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Yes
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On Line Features
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Bank Genie Pro 4
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Bank Genie 4
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Connect to on-line Bank Accounts
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Yes
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Yes
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Download and import downloaded files in OFX format
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Yes
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Yes
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Download and import downloaded files in QIF format
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Yes
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Yes
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Download and import downloaded files in csv format (see list)
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Yes
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Yes
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Connect to on-line Currency Conversion service
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Yes
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No
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Reports using the Transaction Analyser
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Bank Genie Pro 4
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Bank Genie 4
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Analyse by All, one, many or grouped ACCOUNTS
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Yes
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Yes
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Analyse by All, one, many or grouped CATEGORIES
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Yes
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Yes
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Manipulative data selection, then print what you see
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Yes
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Yes
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Stored reports (Memorised reports)
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Yes
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Yes
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Export reports to Excel, txt
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Yes
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Yes
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Other reports
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Net Worth Report
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Yes
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Yes
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Summarise Multi-Currency accounts when calculating Net Worth
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Yes
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No
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Profit & Loss reports
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Yes
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No
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Security
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Bank Genie Pro 4
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Bank Genie 4
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Password protection on startup (Optional)
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Yes
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No
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One or many security profiles/users (Optional)
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Yes
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No
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Control access by user to individual Bank Accounts (Optional)
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Yes
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No
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Protected Date feature (End of year data locking)
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Yes
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No
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Data handling
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Bank Genie Pro 4
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Bank Genie 4
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Backup and Restore programs
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Yes
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Yes
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Backup & Restore History logs and Database stamps
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Yes
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Yes
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Create new databases
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Yes
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Yes
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Open and use databases on any device
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Yes
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Yes
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Hardware
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Bank Genie Pro 4
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Bank Genie 4
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Works with dual screen monitors (including Windows 7)
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Yes
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Yes
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Works with Windows XP, Vista, Windows 7
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Yes
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Yes
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Works with Windows 98
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No
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Yes
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Works on a MAC native operating system
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No
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No
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Works with a MAC running Parallels
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Yes
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Yes
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Portablity
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Backup to and restore from Flash Drives (Memory sticks)
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Yes
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Yes
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Work directly with data located on Flash Drives (Memory sticks)
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Yes
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Yes
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External Drives
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Bank Genie Pro 4
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Bank Genie 4
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Backup to and restore from External drives
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Yes
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Yes
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Work directly with data located on External drives
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Yes
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Yes
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Networking
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Bank Genie Pro 4
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Bank Genie 4
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Backup to and restore from Network devices
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Yes
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Yes
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Work directly with data located on a server or shared folder
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Yes
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Yes
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Access shared data from any workstation
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Yes
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Yes
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Works with UNC (//) paths
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Yes
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Yes
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Multi User (NO record locking)
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Yes
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Yes
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Help and Product Support
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Bank Genie Pro 4
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Bank Genie 4
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On-line User Guide, Local User Guide
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Yes
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Yes
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Balloon help on hover (can be switched off)
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Yes
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Yes
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Email, telephone and Skype support
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Yes
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Yes
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Product Support Website
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Yes
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Yes
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Free (downloadable) program updates
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Yes
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Yes
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Technical data
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Bank Genie Pro 4
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Bank Genie 4
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Maximum no of Transactions per database
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9,999,999
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9,999,999
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Maximum size of a table file
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2 gigabytes
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2 gigabytes
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