|
Starting the program
On the Main Menu, click the Transactions tab then click Transaction Analyser
- BS408
Screen BS498S01 appears
In this section:
About the Program
The Preferences program
allows each user to personalise the system.
Screenshot
This initial screen of the program shows the name of the active
User.
The default user is Admin. This User Profile is active when you start Bank Genie after installation.
Changes made in Preferences apply specifically
to the active User Profile.
i.e. Preferences are unique for each User.
More User Profiles
You can create an unlimited number of User Profiles - See More User Preferences
To
set preferences for another User:-
About Fonts, Font Sizes and Font Bold
Bank Genie
allows you to select your Fonts, Font Sizes. You can also opt to display the font in Bold
type.
If you have good eyesight, the system looks best at 8 point.
Screens can be repositioned and resized so that the screen cascade is visible when you run the programs.
When you choose large fonts, you may have to resize to enlarge screens, so that the captions are not truncated
Font Bold may require a slightly larger screen size.
Thus, there is a practical limit to the font size that can be used.
It is a matter of trial and error, depending on the fonts selected.
The system has been designed and tested to 12 point bold for the popular fonts.
If pushing to the limit
- start a program
- click in the title bar and drag the screen so that the top left corner is positioned close to the top and close to the left of the available background
- click in the bottom right of the screen and drag the screen to it maximum width and height
- when you close the screen, the settings are saved and will be restored next time you use that screen
When screens are maximised, you may lose the cascaded screens effect i.e. when you click a button on screen to go to another, you may not see any of the initial
screen.
That is not a problem in regard to program functionality - its simply a visual consideration.
Data list boxes
An exception exists in the case of data listings (data displayed in rows and
columns)
In this edition of Bank Genie, the individual columns cannot be resized or moved.
To allow the columns to align with the column headers, non
proportional fonts are used for all list boxes. The fixed font in our design (Courier New) overrides the font
selection you make in Preferences.
The Preferences you select for Font sizes and Font Bold settings are respected - but in Courier New
.
Overriding the Global Font sizes
Do Fonts and fontsizes selected in the Preferences program apply to all screens in the system?
By default, yes, they are global. However, a unique
feature in Bank Genie allows you to override the global settings for specific screens.
Again, these exceptions are User Profile specific - User A and User B can have different settings.
Screen
sizes vary markedly in the system.
If a screen has only a few fields then (by design) it can be quite small.
If you have selected a large font size
you can easily double (and more) the size of a screen to accommodate the larger captions and fields.
On the other hand, a screen which has numerous data
fields or wide list boxes is naturally large.
They cant be enlarged in the same proportions to accommodate very large font sizes.
The Bank Genie solution:
On naturally large screens, we have provided a Font
button.
Example: You can see the Font button in this Screenshot - The initial screen in the program Manage Transactions BS421)
Clicking that
Font button leads to screen BS100S05
Referring to Screenshot 1 and Screenshot2
In that screen you can select a smaller font size for that screen only.
This feature allows you to use a larger
font size in other screens according to your global settings.
About Window Shading
Set your preference using the checkbox
This feature is described in the Setting Up section
About Screen Resize messages
eckbox
About the Classic Style program selection screen
Set your preference using the checkbox
This feature is described in the Setting Up section
Click outside of windows to close program
This feature gives you an additional method to close programs.
Explain by example
- Start the Preferences Program
Screen BS498S01 appears
- Uncheck the checkbox Click outside of windows to close program
- Click Save changes (program will close)
- Now start the Preferences Program again
- Click below or to the right OUTSIDE of the screen BS498S01
The program screen will temporarily close then open again
Now try the other setting
- Check the checkbox Click outside of windows to close program
- Click Save changes (program will close)
- Now start the Preferences Program again
- Click below or to the right OUTSIDE of the screen BS498S01
The program screen and the program will close
Apart from the obvious method of clicking the Close buttons, there are two other Quick Close options, described in this article (in
Getting Started).
This screenshot summarises the alternative methods to close programs and screens.
Showing Program Names
Set your preference using
the checkbox
This feature is described in the Setting Up section
About Allow changes to HELP
This checkbox is for allowing a user to write help for Bank
Genie.
This feature is disabled in normal installations - enabled in development mode.
The switch allows the developer to edit the help text and save changes
while using the system.
About the Advanced User
option
Referring to this screenshot:-
From a user perspective, the main purpose of this feature is to control an
important feature in the program Open Another Database-BS426
When checked, an extra checkbox Make this my START UP folder appears in screen BS426S01.
Read all about the Make this my START UP folder feature.
The Advanced User
checkbox is unchecked by default.
Check this only if you intend to use BS426 to use the feature described.
About the Register by E-mail option
If you don’t have an internet
connection, we have devised an alternative registration method.
Please contact us if you need to register by this method.
We will ask you to check this
checkbox.
Otherwise, leave this checkbox unchecked.
Bare
essentials only (Keeping it simple)
When you check this checkbox, eight checkboxes are automatically un-checked for you by the program
These features are new in Bank Genie 4. By un-checking each of these boxes, the new advanced features are hidden from the user during normal operation.
I need to use both Transaction dates and Bank dates
Referring to this screenshot
Check this if, when using the program Manage Transactions - BS421 you wish to record BOTH:
- the Transaction date (e.g. the date you paid an item using a cheque)
AND
- the date the Transaction appeared in your account
This screenshot shows the Bank Genie data entry screen when BOTH dates are enabled.
This screenshot shows Bank Genie when Bank with thi
For various reasons (e.g. time in the post, time to clear in the bank) there can be a number of days between the two dates
I need to use Foreign Currency features - Bank Genie Pro only
Check this if, when using the program Manage Transactions - BS421:
- you need to accurately enter ATM withdrawals made while abroad
- you have multi-currency accounts
- you need to transfer money between accounts which have different currencies
Note:
When this feature is enabled, Easy Add is disabled in the program Manage Transactions - BS421
The
I need to use Sub-Categories feature
Check this if you need to:-
These screenshots show Sub Categories:
you need to ::The original Bank Genie had Expense Codes, which were equivalent to Categories in other Money programs. We adopted the Categories
description in Bank Genie 4.
Using that terminology, the original and simple Bank Genie did not have Sub-Categories.
For backward compatibility, we added I need to use Sub-Categories as an option.
this
We In Bank Genoe
dure is en
The Invoices feature - Bank Genie Pro only
The Tags feature - Bank Genie Pro only
- When this checkbox is selected:-
the Tag controls will be visible in
screen BS421S11 as shown in this Screenshot
You can apply Tags to transactions in this configuration
- When deselected:-
Tag controls are hidden in Screen BS421S11 as shown in this screenshot
You cannot apply Tags to transactions in this
configuration
More Info:
What are Tags? - Read this Glossary Article
Adding
Tags:- Refer to the this Screenshot and this Screenshot
The Lodgements feature
The Protected Date feature - Bank Genie Pro only
About the Language feature
About Language Flags
|
