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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Changing the Tax Year Begins date
Screen BS408S07 (with screenshots)
Screenshot BS408S07-1

To display this screen:
Right click on one of the TYR buttons in the initial screen of the program Transaction Analyser - BS408

In this section:

The Tax Year Begins Date field
Referring to this screenshot - BS408S07-1
Enter the Start Date for your Tax Year
Normally, this date applies to ALL the databases opened.
i.e. if you set the date when working with one database then open another database, this setting will be the same for the other database.
We shall refer to this as the Global Tax Year Begins date setting.
If you have multiple databases, you can over-ride the the Global setting.
We shall refer to this as the Special Tax Year Begins data setting.
 
The Apply to this database ONLY checkbox

CASE 1 - Un-Checked
Screenshot BS408S07-1
The NORMAL setting - for MOST users
When you first install Bank Genie, this is unchecked by default.
When you leave this UN-CHECKED and Save Changes:

  • the date will be applied to the Global Tax Year Begins date setting

    IF (before editing) this database had a  Special Tax Year Begins date setting
    Screenshot BG408S07-2
  • The Special Tax Year Begins date setting setting will be removed from the database

CASE 2 - Checked
Screenshot BS408S07-4
When you CHECK this checkbox and Save Changes:

  • The Special Tax Year data setting will be ADDED to the database currently opened
  • This setting will then apply to the database currently opened ONLY
  • When the database is accessed from another computer the setting will persist.
    e.g.1. if database is on a network or shared folder or stored on an external portable device

Summary of screenshots for screen BS408S07
Screenshot BS408S07-1
Screenshot BS408S07-2
Screenshot BS408S07-4

Back - to continue reading about the program Transactions-Analyser BS408
 

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