Personal Finance Software, Home Accounts Software, Accounting software


Bank Genie
Software for Bank Account Management

Web site last updated: 4th March 2024


 


Click the links at the bottom of this page for more info.
 

 

 BUY Bank Genie

 

Bank Genie is:

  • Programma voor persoonlijke financiën
     
  • Boekhoud programma
     
  • Bankrekening administratie
     
  • Huishoud Boekhouding
     
  • Software voor geldbeheer
     
  • Software voor beheer bankrekeningen

Samenvatting van functies en vergelijkingstabel
Bank Genie Pro 6 -versus- Bank Genie 6
BOTH WORK on WINDOWS 10
TIP: Om te helpen met het maken van  een besluit welk product het beste is voor uw vereisten, vergelijk  Ja en Nee in de tabellen.
 

Mogelijkheden

Bank Genie Pro 4

Bank Genie 4

Gegevens importeren uit andere systemen

 

 

Gegevens importeren uit  Quicken en MS Money

Ja

Nee

 

 

 

Bank Genie personaliseren (uw voorkeuren)

Bank Genie Pro 4

Bank Genie 4

Gebruikersnaam (één of meerdere)

Ja

Ja

Elke gebruiker kan voorkeur voor bepaald lettertype en –grootte opgeven.

Ja

Ja

Selecteer de datumopmaak voor uw land

Ja

Ja

Taalkeuze en vertalingsmogelijkheden

Ja

Ja

Opmaak:
kiezen tussen klassieke stijl en boomstructuur.

Ja

Ja

 

 

 

Soorten rekeningen

Bank Genie Pro 4

Bank Genie 4

Bankrekeningen – enkele of meerdere

Ja

Ja

Creditcard-rekeningen- enkele of meerdere

Ja

Ja

Bruikbaar voor elke munteenheid  (USD, GBP, Euro etc)

Ja

Ja

Rekeningen voor meerdere munteenheden / andere onderdelen voor meerdere munteenheden

Ja

Nee (enkel UW munteenheid)

Doorlopende opdrachten

Bank Genie Pro 4

Bank Genie 4

Regelmatige betalingen, directe debets, doorlopende opdrachten

Ja

Ja

Frekwentie: wekelijks, tweewekelijks, maandelijks, 4 wekelijks

Ja

Ja

Process standing orders on startup (Optional)

Ja

Ja

 

 

 

Entering and organising Transactions

Bank Genie Pro 4

Bank Genie 4

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

Ja

Ja

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

Ja

Ja

Free text memo field for each transaction element

Ja

Ja

Enter Transaction Dates and (Optionally) Bank Dates

Ja

Ja

Split Transactions

Ja

Ja

Transfers between accounts

Ja

Ja

Transfers between Multi-Currency Accounts

Ja

Nee

Income and Expense Categories

Ja

Ja

Sub-Categories

Ja

Nee

Tags (known as Classes in Quicken)

Ja

Nee

Link transactions to Invoices and set up Supplier profiles

Ja

Nee

Lodgements - Transactions can be grouped as a Lodgement

Ja

Ja

Predictive text (Paid to/Received from etc)

Ja

Ja

Quick jump to other side of a Transfer

Ja

Ja

Zero value transactions allowed

Ja

Nee

Negative values allowed in split transactions

Ja

Nee

Reconcile transactions to Bank Statements or on-line balance

Ja

Ja

 

 

 

On Line Features

Bank Genie Pro 4

Bank Genie 4

Connect to on-line Bank Accounts

Ja

Ja

Download and import downloaded files in OFX format

Ja

Ja

Download and import downloaded files in QIF format

Ja

Ja

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

Ja

Ja

NEW! - Download and Import Statements from Paypal Accounts

Ja

Ja

Connect to on-line Currency Conversion service

Ja

Nee

 

 

 

Reports using the Transaction Analyser

Bank Genie Pro 4

Bank Genie 4

Analyse by All, one, many or grouped ACCOUNTS

Ja

Ja

Analyse by All, one, many or grouped CATEGORIES

Ja

Ja

Display, Preview and Print options

Ja

Ja

Large Text Print Options

Ja

Ja

Organise by Income and Expenditure (Good for Tax Returns)

Ja

Ja

Manipulative data selection to display, then print what you see

Ja

Ja

Stored reports (Memorised reports)

Ja

Ja

Export reports to Excel, txt

Ja

Ja

 

 

 

Other reports

Bank Genie Pro 4

Bank Genie 4

Net Worth Report

Ja

Ja

Summarise Multi-Currency accounts when calculating Net Worth

Ja

Nee

 

 

 

Business

Bank Genie Pro 4

Bank Genie 4

Profit & Loss reports

Ja

Nee

Supplier Invoices

Ja

Nee

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

Coming soon

Nee

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

Coming Soon

Nee

 

 

 

Security

Bank Genie Pro 4

Bank Genie 4

Password protection on startup (Optional)

Ja

Nee

One or many security profiles/users (Optional)

Ja

Nee

Control access by user to individual Bank Accounts (Optional)

Ja

Nee

Protected Date feature (End of year data locking)

Ja

Nee

 

 

 

Data handling

Bank Genie Pro 4

Bank Genie 4

Backup and Restore programs

Ja

Ja

Backup & Restore History logs and Database stamps

Ja

Ja

Create new databases

Ja

Ja

Open and use databases on any device

Ja

Ja

Access data on a network (see Networking section below)

Ja

Ja

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

Ja

Ja

 

 

 

Hardware and Operating Systems

Bank Genie Pro 4

Bank Genie 4

Works with dual screen monitors

Ja

Ja

WORKS on WINDOWS 10

Ja

Ja

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

Ja

Ja

Works with Windows 98

Neen

Ja

Works on a MAC native operating system

Neen

Nee

Works with a MAC running Parallels

Ja

Ja

 

 

 

Portablity

Bank Genie Pro 4

Bank Genie 4

Backup to and restore from Flash Drives (Memory sticks)

Ja

Ja

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

Ja

Ja

 

 

 

External Drives

Bank Genie Pro 4

Bank Genie 4

Backup to and restore from External drives

Ja

Ja

Work directly with data located on External drives

Ja

Ja

 

 

 

Networking

Bank Genie Pro 4

Bank Genie 4

Backup to and restore from Network devices

Ja

Ja

Work directly with data located on a server or shared folder

Ja

Ja

Access shared data from any workstation

Ja

Ja

Works with UNC (//) paths

Ja

Ja

Multi User (NO record locking)

Ja

Ja

 

 

 

Help and Product Support

Bank Genie Pro 4

Bank Genie 4

On-line User Guide, Local User Guide

Ja

Ja

Balloon help on hover (can be switched off)

Ja

Ja

Email, telephone and Skype support

Ja

Ja

Product Support Website

Ja

Ja

Free (downloadable) program updates

Ja

Ja

 

 

 

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

 

 

 

 

 

 

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New: Read about :-
Software for Investments

 


 

Bank Genie Home

Summary and comparison of features

Product Description: Bank Genie Pro 6

Product description: Bank Genie 6

Summary and comparison of features (Dutch)

BUY Bank Genie

User Comments

About us

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