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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Working with transactions
Screen BS421S02
This screen is used by Bank Genie Pro ONLY

This is the Easy Add screen
 Read how to use the Easy add screen

To display this Easy Add screen:

  1. Click the Easy Add checkbox in screen BS421S01
    Use the program
    Manage Transactions - BS421
    Then either:-
    a) click the Add Debits or Add Credits button
    -Or-
    b) Double click (to edit) an existing transaction
  2. NOTE:
    You cannot get to this screen from the program Transaction Analyser - BS408

In this section:-

How to use the Easy add screen
 Read how to use the Easy add screen

The Transaction Date field and the Bank Date field
The Transaction Date field and the Bank Date field are used in a number of screens in Bank Genie.
The special features are described in this section in Common Controls

The Transaction Dates and the Bank Dates are entered using a Bank Genie Date picker.
See this topic about date pickers in this section in Common Controls

The Bank Date buttons
he Bank Date buttons

Screenshots showing various tasks and features:

Back - to continue reading about the program Manage Transactions-BS421

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