Bank Genie 6
Software for Managing Bank Accounts

by Ideas for Gardens.com
User Guide - Applies to Bank Genie 6 and Bank Genie 6 Pro
Last updated: 18th August 2023

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Index

Introduction

Getting Started

Register Bank Genie

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

Investments

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

Special (DatabaseChanges)

Database Integrity Check

Health Check

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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Acknowledgements

About the Bank Genie Pro 6 project
Bank Genie Pro 6 is the result of 4 years of intensive research and software development.
Released in Fen 2018.

The Investments program could not have been developed without the test portfolios shared by the following:
Simon Kemp
Richard Hunt
J.C. Walker
Lee Stoddard

Beta version bug reports
Chris Bragg
Mike Bullivant
John Mason

Various new and previous customers patiently helped us perfect other new features.
Barry Landy (UK) - The Check for Updates program, The Registration Program, The Import & Upgrade program and others...
Tom Janoski (Colorado USA) - The Register by email feature in the Registration program.
Keith Barber (UK) - The Integrity Check program (used to fix Corrupted)

About the Bank Genie Pro 4 project
A number of Money Management software products are no longer supported in certain regions e.g. the UK.

Barry Landy tried a number of alternative products to find a replacement to his Quicken system.
When he evaluated Bank Genie - Software for the Penny Wise, we identified a number of his requirements which would have required a redesign of that product.

Rather than change a popular product, a new edition was developed - Bank Genie Pro - to the specifications defined by Barry.

After 3 years of development, two editions of Bank Genie were offered

About Barry Landy
Barry Landy was the technical advisor in the Bank Genie Pro project.
The Pro 4 version of the Bank Genie software was developed to his high specifications.
Many of the new features which are now available in the Bank Genie 6 products were also requested and specified by Barry.

 

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