Bank Genie
Software for Managing Bank Accounts

by Ideas for Gardens.com
User Guide - Applies to Bank Genie 4 and Bank Genie Pro 4
Last updated: 28th February 2018

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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

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User Guide - Section 3
The Transaction Analyser program (BS408)
The Tax Year date selection buttons
 

In this section:

The <TYR and TYR> buttons

Read TYR as Tax Year.

These buttons set the From date to the Tax Year Begins date and the To Date to the Tax Year Ends date in the following year.
When you click one of these buttons, Bank Genie does a recalculation using those dates and refreshes the transaction listing.

The default Tax Year Begin date is 1st of April.

You can configure the Tax Year begin date to your own requirements.
Right click on either of these buttons and in the Menu Shortcut which appears, click Edit Tax Year Start Date
Screen BS408S07 will appear
Use the date picker control to select a date for Tax Year Begins
The program uses the Day and the Month. The Year you select is not important.
The day and month will be used every year. The year will be ignored - it is only a means to allow you to use the date picker to pick the day and month your tax year begins.

 


 

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