Bank Genie
Software for Managing Bank Accounts

by Ideas for Gardens.com
User Guide - Applies to Bank Genie 4 and Bank Genie Pro
Last updated: 1st March 2013

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Please note: This User Guide is incomplete, but the Bank Genie Pro Software is completed. Click here to Buy

Index

Introduction

Getting Started

Setting Up

Preferences

User Guide Options

Bank Accounts

Bank Groups

Categories

Category Groups

Tags

Manage Transactions

Standing Orders

Process Standing Orders

Online & Downloads

Transaction Analyser

Net Worth

P&L Years and Groups

P&L Reports

Invoices

Password Protection

Database Protection

Quick Backups

Backups (with history)

Create a New Database

Open another database

Restore

Pack

Importing Data

Broken Transfers

Where is everything?

FAQ

Glossary

Common Controls

Index by Program Name

Acknowledgements

About us

Product support

Sponsored Links

Gardening Software
Ideasforgardens.com

 

 

 


Index to User Guide

Introduction

Introduction

 

Getting started

A quick guided tour with screenshots to help you Get Started or to evaluate the software.

 

 

Section 1

Setting up and Personalising Bank Genie

 

Section 2

Working with your Bank Accounts

 

Section 3

Working with your Categories

 

Section 4

Working with your Tags

 

Section 5

Working with Transactions

 

Section 6

Standing Orders and Direct Debits

 

Section 7

Importing from on-line downloads from your Bank
The Import from On-line downloads Program - BS412

 

 

Section 8

Analysing your transactions

8.1 The Transaction Analyser program

Manipulate your data in a multitude of ways and output the results to Print Preview, Print, Text file or Excel

 

 

8.2 Net Worth
This section explains how to obtain an overall figure for your accounts in whichever currency you select (if you have multi currency accounts) and for any date you select.

 

Section 9

Business

 

Section 10

Password Protection, Security Profiles and Passwords
No login is required when you start Bank Genie after installation.
By default, Password Protection is NOT active.
The vast majority of users do NOT activate Password Protection since they use Bank Genie for their own personal use, and no one else has access to their computer.
If you wish to a) secure your data or b) allow other users to share your data with restrictions, then you need to set Password Protection ON.

This section explains how to set up Password Protection, Security Profiles and how to assign permissions to Security Profiles to control access to individual Bank Accounts.
 

 

Section 11

Database Protection

 

Section 12

Creating Backups

 

Section 13

Opening another database and Creating a NEW database
Bank Genie allows you to work with more than one database.
This section gathers the topics to explain the options - how to create them and how to use them.

 

Section 14

Restoring a database

 

Section 15

Database maintenance

 

  • Packing your database
     

Section 16

Importing data from another source
If you have been using another product for Managing your Money you may wish to import that data to Bank Genie.
This section explains how.

 

Section 17

Where is everything?
Program files and Data files are stored in different folders.
This section discusses where and how to find them

 

Section 18

Product Support
Program updates and more
 

Common Controls

Glossary

FAQ

FAQ (Frequently asked questions)

 

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