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This User Guide applies to Bank Genie Pro - Software for Bank Account Management
Bank Genie Pro is Money Management Software for Bank Accounts and Credit Cards
By adding transactions to Bank Genie as soon as possible after you make payments you will be
ahead of your on-line Bank and be in total control of your personal finances
This User Guide is created in HTML (website) format.
Bank Genie is designed so you can view
it locally (on your own computer) or Remotely (on-line on our Product Support website).
Accessing the User Guide
The Bank Genie software has links to the User Guide on the initial screen of each program.
Screenshot BS421S01-help
We have also provided links on some sub-screens.
In each case the links are targeted, so you will land on the EXACT page in the User Guide where help is relevant to the screen
you are working with.
The User Guide link is normally positioned at the bottom of the screen. Heres the options:
- a) Click on the link
The program will open either the User Guide-On Line OR the User Guide-Local depending on how you have set your User Guide preference.
- b) Right Click on the link
A menu shortcut appears. Click on
User Guide-On line
OR
User Guide-Local
OR
User Guide-Options
When you click User Guide-Options, screen BS100S04 appears.
In that screen, you can set your preference for which User Guide to open when you click a User Guide link.
Click the Save this setting button.
The User Guide web page may open faster if you choose the Local option.
About viewing the User Guide on our website
An Internet Connection is required.
The on-line User Guide will be the most up to date version.
If you prefer to keep your computer off-line (without an internet connection) then you should install the User Guide on your computer (see next topic)
About viewing the User Guide locally (on your computer)
An Internet Connection is NOT required.
Keep your local User Guide up to date.
Visit the Bank Genie Product Support website for details
a) If you purchased Bank Genie on CD
The User Guide is installed on your computer during product installation from CD.
b) If you purchased Bank Genie from a Download
The User Guide must be downloaded separately.
Since you have Internet connection, simply use the on-line User Guide (see Remote View above)
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