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
The Restore Program - BS493
 

Starting the program
On the Main Menu, click the File tab then click:
Restore - BS493
The initial screen BS493S01 looks like this
Screenshot

In this section

About the program
This program allows you to Restore data files from a Bank Genie backup or other database.
The program:-

  • makes use of your Database Stamps and Data Location Records to provide vital information about the backup you are restoring.
  • Displays a list of known databases in a Restore FROM pop-up list.
    The known databases include Backups made with one of the backup Programs (BS481 or BS491). Since all known databases are listed, the program also lists databases created using the program New - BS496.
  • Provides vital information about the origin of each database which you select (by using the pop-up)
    This allows you to make a wise decision about which database to restore

Bank Genie attempts to place the known databases (listed in the pop-up in Step 1) in the order you are most likely to make a selection

  • Databases known to be Backups come first, in the order Most recent to Oldest, since you will most likely choose to restore data from the most recent backup.
  • Other databases follow, including Databases created using the program New - BS496
    even though it is unlikely that you will Restore data from a New database.

More info:
Bank Genie keeps track of all your backups using Data Location Records. These are shared by other file handling programs in the system - e.g. Open - BS426, Backups - BS481 and BS491, Pack - BS492

If you are unsure as to which database to restore, you can view the contents using the program Open another database- BS426. Once opened, the database can be explored as normal using all the programs in Bank Genie.

Restoring a known backup to the Core Database
When you start the program, the initial screen will look like this:
Screenshot
Step 1 in this screen is to select a Restore FROM database
If necessary, use the popup to select another known database

Step 2 in this screen is to select a Restore TO database
The Core database is selected by default.
If necessary, use the Step 2 pop-up to select another database to restore to.

Then click the Step 3-Continue button
Bank Genie tests the integrity of the files you are about to restore.
If OK and you are restoring to the Core database, screen BS493S03 appears.
Screenshot
If restoring to any other database, screen BS493S02 appears.
Its functionality is similar to BS492S03 and instructions are the same. The difference is “behind the scenes” to the user.

These screens allow you to double check your selections.
In each case, review your selections and click the Do Restore button to complete the task

Restoring a backup which is NOT known on the computer
Explain by example:- If your backup is on a removable disk (say a Flash drive) and you connect it to another computer for the first time it will not be known to that computer.

In this case, start by creating a new Data Location Record as follows.
Click the Get a folder button as shown here
Screenshot
Screen GA491S03 appears
Screenshot
This screen allows you to search for the folder on your removable disk.
Click Get a folder in this screen
The following screenshot takes you through the other simple steps:
Screenshot
When you click Add in screen GA491S03) a Data Location Record is created and control returns to the initial screen.

Then click the Step 3-Continue button
Bank Genie tests the integrity of the files you are about to restore.
If OK and you are restoring to the Core database, screen BS493S03 appears.
Screenshot
If restoring to any other database, screen BS493S02 appears.
Its functionality is similar to BS492S03 and instructions are the same. The difference is “behind the scenes” to the user.

These screens allow you to double check your selections.
In each case, review your selections and click the Do Restore button to complete the task

Features in this program
Some features are identical to those described in the User Guide section for the Backup - BS491 program. To avoid repetition, read over the features in that section
Heres a summary of the screenshots:

  • History - Screenshot
  • More buttons - When you click a More button Screen BS491S04 appears Screenshot
  • Deleting history - Screenshot
  • Bank Genie will display a warning message if you happen to select a Data Location Record which points to an external drive and that drive is not plugged in to your computer.
    The message is similar to this one in the Backup program,
    Screenshot
    Bank Genie prevents you from continuing in such a case by disabling the appropriate button.

Screens used by this program

 

 

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