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
Create a NEW database - Program BS496
 

Starting the program
On the Main Menu, click the File tab then click:
Create a NEW database - BS496
The initial screen BS496S01 looks like this:
Screenshot

In this section

About the program
This program allows you to create a new empty database.
You can create the new database in an existing folder (created using Windows tools)
You can also create a new folder for your new database within the program. See Selecting a Folder
You can also overwrite an existing database - referred to as a Known Folder in this documentation

More info:
Bank Genie keeps track of all your databases using Data Location Records. These are shared by other file handling programs in the system - e.g. Open - BS426, Restore - BS493, Pack - BS492
Once you have created a new database, you can start work by using the program Open another database- BS426. Once opened, the database can be used as normal using all the programs in Bank Genie.

Selecting a NEW folder for your new EMPTY database
If you wish to create a NEW EMPTY DATABASE in a new folder then click the Select a New Folder button In the initial screen BS496S01.
Screenshot
When you click the button, screen BS491S03 appears.
Create a new Data Location Record by following the steps 1 to 4 in this screenshot
Screenshot
In step 1, you may select an existing folder, or create a new folder for your backup.
Screenshot

When you set up your Data Location Record, control returns to screen BS496S01
Click the Step 2 - Continue button to proceed to the next screen

Selecting a KNOWN folder for your new EMPTY database
If you wish to overwrite an existing database with a NEW EMPTY DATABASE , then
click the Select a Known Folder button In the initial screen BS496S01
Screenshot
NOTE: This button does not appear until you have done at least one backup or created a new database previously.

The screen changes to display a popup with a list of Short names of Data Locations which you have created or done backups to in the past
Bank Genie places the data folders in alphabetic order.

Select a record from the pop-up.
Click the Step 2 - Continue button to proceed to the next screen

Creating the NEW empty database
After you click the Step 2-Continue button, screen BS496S02 appears
Screenshot
Review your selection to ensure you are not going to overwrite a LIVE database

Note the checkbox Protect this database in this screen
Use this to set Data Protection for the NEW database you are about to create.
Database Protection is discussed in the program Set Database Protection - BS404

When OK, click the Go button to finish the task

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