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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The Recent Transactions screen - BS421S15
This screen allows you to list transactions you have added or edited.
The functionality is described below.


You get at this screen using either:-

  • The program Manage Transactions - BS421
    In the initial screen, right click on any transaction
    This shortcut appears
  • The program Transaction Analyser - BS408
    In the initial screen, right click on any transaction
    This shortcut appears

In the shortcut menu, click Recent Transactions
Screen BS421S15 will appear
Screenshot

Note: This screen is quite safe. You CANNOT delete transactions directly.
They can be cleared or hidden, but NOT deleted.

If you are working with a group of transactions you can mark them as HOT as shown here:-
Screenshot

 

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