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
Index to FAQ (Frequently asked questions)
 

FAQ’s - General

  1. How do I get reports in Bank Genie?
  2. Is it possible to ask for the currently open database (or fileset) to be re-opened next time the program is started.
  3. How do I isolate transactions which have the same Category?
  4. When typing into a data field, why does the cursor stop just before the last digit and beep?
  5. Why do I get a warning message from my Anti Virus program when I download my software?

FAQ’ on Backups and Restore

  1. Can I restore from quick backup and what is the difference - apart from the obvious?

 

FAQ’s related to the program Transaction Analyser - BS408

  1. In the Transaction analyser, how do I see totals?
  2. Is it possible to put the 'Spent On' field column in alphabetical order

FAQ’s related to the program Transaction Analyser - BS421

  1. Is it possible to select more than one transaction to move it to the next statement page?

FAQ’s related to the program Net Worth - BS418

  1. When extracting Net Worth, how do you exclude the imminent Standing Orders already processed?
  2. Is it possible to hide the accounts that have nil value from appearing  on the Net Worth report?

 

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