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Starting the program
On the Main Menu, click the Setup tab then click:
Bank Accounts - BS403
The initial screen BS403S01 shows
a list of any Bank Accounts and Credit Card accounts which you have already added (if any)
Screenshot BS403S01
In this section
About the program
This
program allows you to personalise the system by adding your own Bank Account and Credit Card Accounts.
The initial screen
Setting the main Account
In the initial screen,
select one of your Banks in the list, then click the Set as Main Account
button to make the account the default account.
e.g. you should set this to the one you use most frequently.
Once set, when you start the program Manage Transactions - BS421, the MAIN (default) bank account is displayed by Bank Genie, ready for adding new transactions
etc.
You can reset this as often as you wish - useful if you are catching up adding transactions to accounts.
Adding a new Bank Account profile
Click on the Add an Account button to begin.
Screen BS403S02 - Working with Bank Accounts
appears
The not so obvious controls are explained on the User Guide page for screen BS403S02.
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