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 II
In the Transaction analyser (BS408) how do I see totals?
In BS408 at the bottom left of the screen you have 3 totals: Total Debits, Total Credits and Overall totals
In the original Bank Genie 3 edition it was possible to ask for the currently open fileset to be re
-opened next time the program is started. This seems to have gone (useful feature).
This is actually still active, but as in Bank Genie 3, it is only available to Advanced Users.
- Start Preferences-BS498
- Check the check box Advanced User
- Start BS426-Open
- Look for checkbox with the Caption Make this my START UP folder
(This is hidden in Basic mode, shown in Advanced User mode)
- Check this then click Open
- Close Bank Genie
- Restart Bank Genie
You don’t need to use OPEN when you start Bank Genie.
BS421 question
Is it possible to select more than one transaction to move it to the next statement page?
Yes. You can multi-select in the list of transactions in screen BS421S01.
There are two methods.
a) To Multi-select a number of sequential lines (i.e. appearing one after the other in the list)
- Hold the Shift button down and Click the first transaction required
- Hold the Shift button again (or continue to hold it down) and Click the last transaction required
All the transactions between the First and Last transactions clicked (inclusive) will be selected (blue)
- Then click the Exclude (or Include) button as required
a) To Multi-select a number of items which are NOT listed sequentially
- Hold the Ctrl button down and Click the first transaction required
- Hold the Ctrl button again (or continue to hold) and Click the next transaction required, anywhere in the list
As you click, each line becomes highlighted and the previously clicked lines remains highlighted (blue)
- Continue Ctrl-Clicking as many as you wish
- Then click the Exclude (or Include) button as required
How do I isolate transactions which have the same Category?
e.g. Transaction categorised as Broken XFR
Use the Transaction Analyser program
Select the category (or categories) required and click Go
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