Personal Finance Software, Home Accounts Software, Accounting software


Bank Genie
Software for Bank Account Management

Web site last updated: 23rd June 2017

Home



 


Summary and comparison of features

Bank Genie Pro Product Description
      
Bank Genie 4 Product Description
 

User Comments

About us

Same day despatch

 BUY Bank Genie

 

Bank Accounts Software - Money Management Software

Summary of Features and comparision chart
Bank Genie Pro -versus- Bank Genie 4

TIP: To help make a decision on which product is best for your requirements, check out the Yes and No’s

BOTH WORK on WINDOWS 10
 

Feature

Bank Genie Pro 4

Bank Genie 4

Importing data from other systems

 

 

Import data from Quicken and MS Money - (User Comments)

Yes

No

Can upgrade from Bank Genie 3

Yes

Yes

 

 

 

Personalising Bank Genie (Preferences)

Bank Genie Pro 4

Bank Genie 4

User name (one or many)

Yes

Yes

Each user can select preferred Font name, Font size, Bold

Yes

Yes

Select the Date format for your country

Yes

Yes

Language selection and Language Translation tools

Yes

Yes

Appearance: Choose between Classic style and Tree View

Yes

Yes

 

 

 

Account types

Bank Genie Pro 4

Bank Genie 4

Bank Accounts - One or many

Yes

Yes

Credit Card Accounts - one or many

Yes

Yes

Suitable for any single currency (USD, GBP, Euro etc)

Yes

Yes

Multi-Currency Accounts and other Multi-Currency Features

Yes

No
YOUR currency only

Standing Orders

Bank Genie Pro 4

Bank Genie 4

Regular Payments, Direct Debits, Standing Orders

Yes

Yes

Frequency options: Monthly, Weekly, Bi-Weekly, Every 4 weeks

Yes

Yes

NEW: Set up and process split type Standing Orders

 

 

Process standing orders on startup (Optional)

Yes

Yes

 

 

 

Entering and organising Transactions

Bank Genie Pro 4

Bank Genie 4

Transaction reference (e.g. Cheque No) - Optional, can be blank

Yes

Yes

Amount, Transaction date, Paid To/Received from, Spent on

Yes

Yes

Free text memo field for each transaction element

Yes

Yes

Enter Transaction Dates and (Optionally) Bank Dates

Yes

Yes

Split Transactions

Yes

Yes

 

 

 

Transfers between accounts

Yes

Yes

Transfers between Multi-Currency Accounts

Yes

No

Income and Expense Categories

Yes

Yes

Sub-Categories

Yes

No

Tags (known as Classes in Quicken)

Yes

No

Link transactions to Invoices and set up Supplier profiles

Yes

No

Lodgements - Transactions can be grouped as a Lodgement

Yes

Yes

Predictive text (Paid to/Received from etc)

Yes

Yes

Quick jump to other side of a Transfer

Yes

Yes

Zero value transactions allowed

Yes

No

Negative values allowed in split transactions

Yes

No

Reconcile transactions to Bank Statements or on-line balance

Yes

Yes

 

 

 

On Line Features

Bank Genie Pro 4

Bank Genie 4

Connect to on-line Bank Accounts

Yes

Yes

Download and import downloaded files in OFX format

Yes

Yes

Download and import downloaded files in QIF format

Yes

Yes

Download and import downloaded files in csv format (see list)

Yes

Yes

NEW! - Download and Import Paypal Statements.
Read more about this development

Yes

Yes

NEW! - Download and Import Santander account transaction data

Yes

Yes

Connect to on-line Currency Conversion service

Yes

No

 

 

 

Reports using the Transaction Analyser

Bank Genie Pro 4

Bank Genie 4

Analyse by All, one, many or grouped ACCOUNTS

Yes

Yes

Analyse by All, one, many or grouped CATEGORIES

Yes

Yes

Display, Preview and Print options

Yes

Yes

Large Print Options

Yes

Yes

Organise by Income and Expenditure (Good for Tax Returns)

Yes

Yes

Manipulative data selection to display, then print what you see

Yes

Yes

Stored reports (Memorised reports)

Yes

Yes

Export reports to Excel, txt

Yes

Yes

 

 

 

Other reports

Bank Genie Pro 4

Bank Genie 4

Net Worth Report

Yes

Yes

Summarise Multi-Currency accounts when calculating Net Worth

Yes

No

 

 

 

Business

Bank Genie Pro 4

Bank Genie 4

Profit & Loss reports

Yes

No

Supplier Invoices

Yes

No

Sales Invoices (Please enquire- we are now developing this)

Coming soon

No

VAT Returns (Please enquire- we are now developing this)

Coming Soon

No

 

 

 

Security

Bank Genie Pro 4

Bank Genie 4

Password protection on startup (Optional)

Yes

No

One or many security profiles/users (Optional)

Yes

No

Control access by user to individual Bank Accounts (Optional)

Yes

No

Protected Date feature (End of year data locking)

Yes

No

 

 

 

Data handling

Bank Genie Pro 4

Bank Genie 4

Backup and Restore programs

Yes

Yes

Backup & Restore History logs and Database stamps

Yes

Yes

Create new databases

Yes

Yes

Open and use databases on any device

Yes

Yes

Access data on a network (see Networking section below)

Yes

Yes

Works with data on the Cloud (e.g. Dropbox)

Yes

Yes

 

 

 

Hardware and Operating Systems

Bank Genie Pro 4

Bank Genie 4

Works with dual screen monitors

Yes

Yes

Works with Windows 10 (tested with pre-release version)

Yes

Yes

Works with Windows XP, Vista, Windows 7 and Windows 8

Yes

Yes

Works with Windows 98

No

Yes

Works on a MAC native operating system

No

No

Works with a MAC running Parallels

Yes

Yes

 

 

 

Portablity

Bank Genie Pro 4

Bank Genie 4

Backup to and restore from Flash Drives (Memory sticks)

Yes

Yes

Work directly with data located on Flash Drives (Memory sticks)

Yes

Yes

 

 

 

External Drives

Bank Genie Pro 4

Bank Genie 4

Backup to and restore from External drives

Yes

Yes

Work directly with data located on External drives

Yes

Yes

 

 

 

Networking

Bank Genie Pro 4

Bank Genie 4

Backup to and restore from Network devices

Yes

Yes

Work directly with data located on a server or shared folder

Yes

Yes

Access shared data from any workstation

Yes

Yes

Works with UNC (//) paths

Yes

Yes

Multi User (NO record locking)

Yes

Yes

 

 

 

Help and Product Support

Bank Genie Pro 4

Bank Genie 4

On-line User Guide, Local User Guide

Yes

Yes

Balloon help on hover (can be switched off)

Yes

Yes

Email, telephone, Facetime and Skype support

Yes

Yes

Product Support Website

Yes

Yes

Free (downloadable) program updates

Yes

Yes

 

 

 

Technical data

Bank Genie Pro 4

Bank Genie 4

Maximum no of Transactions per database

9,999,999

9,999,999

Maximum size of a table file

2 gigabytes

2 gigabytes

 

 

 

 

 

 

BUY NOW

 


 

Bank Genie Home

Summary and comparison of features

Product Description: Bank Genie Pro

Product description: Bank Genie 4

Summary and comparison of features (Dutch)

BUY Bank Genie

User Comments

About us

Same day despatch

Download Financial Software

Download Best Personal Finance Software

Reviews

Payment Process

Import Paypal Statements

Terms and conditions