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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Ideasforgardens.com

 

 

User Guide - Section 9
Working with Security Names
 

Starting the program
On the Main Menu, click the Security tab then click:
Security Names - BS414
The initial screen BS414S01 appears and shows a list of any Security Names which you have already added (if any)
Screenshot

In this section

About the program
This program is used to add names of others who require access to Bank Accounts AFTER Password Security has been set ON
The initial screen

The term given to names added using this program is Security Names, as opposed to User names.
Read more about User Names and Security Names

Security Names are ignored when password protection is OFF.
When you install Bank Genie, initially, anyone who starts Bank Genie will have full permissions to view, add, edit and delete transactions.

For personal use, most users do NOT activate Password Protection.

If you do not need Password Protection for Bank Genie on your computer, then you do not need to read this section.

About the system administrator
When you first install Bank Genie there is only one User Profile:
User Name: Admin
Password : admin

Passwords are not case sensitive in Bank Genie (to avoid issues when users have accidentally touched the Caps Lock button)

The System Administrator profile is protected as a database record.
The system will not allow you to delete this record.

However, you can change both the User Name and the Password.

We recommend that you do not change the User Name of this record.
We recommend that you DO change the password, but not until you are fully competent in using Bank Genie in Password Protection mode.

What happens if I forget the System Administrator password?
Contact us at ideasforgardens.com
We will send you an email with a link to rescue the situation.
The rescue Pack download will set Password Protections OFF and reset the administrator password to default (see above)
Other User profiles, passwords and permissions will NOT be affected by this rescue program.

Adding Users
Start the program Work with User Profiles - BS414
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Screens (leading to screenshots) for program BS419

  • BS414S01 - The initial screen - This page
  • BS414S04 - Working with permissions
     

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