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Group of updates
for
Bank Genie Pro
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Programs and
Latest Version
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Group of Updates
for
Bank Genie 4
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My
Version
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Bank Genie Pro
Download file:
Group-BGPro.exe
Notes:
- Download once only!
- Your live data will not be changed in any way
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Group Download
Issue
date:-
18th March 17
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Bank Genie 4
Download file:
Group-BG4.exe
Notes:-
- Download once ONLY!
- Your live data will not be changed in any way
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How to check the version of files on
your computer
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THE CONTENTS of THIS GROUP DOWNLOAD
This Group download includes the following Program Updates
1) Menu
See details in left and right columns
Versions:-
- BG Pro - 4.48 18th Nov 16
- BG 4 - 4.10 23rd Mar 16
2a) Program BS400 (Help tab)
Version 10 - Issue date 5th May 14
2) Program
BS403 (Setup tab)
Version 17 - Issue date 23rd Jun 13
3) Program BS405 (Home Screen)
Version 6 - Issue date 27th July 15
4) Program BS408 (Transactions Tab)
Version 73 - Issue date 18th Mar 17
5) Program BS410 (Business Tab)
Version 22 - Issue date 11th Aug 14
BG Pro ONLY
6) Program
BS412 (Transactions Tab)
Version 34 - Issue date 26th August 15
7) Program BS415 (Setup Tab)
Version 2 - Issue date 26th Apr 13
8) Program BS418 (Transactions tab)
Version 11 - Issue date 9th May
13
9) Program BS419 (Tools tab)
Version 59 - Issue date 8th Jun 16
BG Pro ONLY
10) Program BS420 (Setup Tab)
Version 12 - Issue date 19th Mar 13
11) Program
BS421 (Transactions Tab)
Version 69 - Issue date 28th Feb 17
12) Program BS423 (Transactions tab)
Version 24 - Issue date 19th Aug 13
13) Program BS427 (Business Tab)
Version 14 - Issue date 21st Nov 15
BG Pro ONLY
14) Program BS429 (Transactions tab)
Version 12 - Issue date 21st Aug 15
15) Program BS430 (Setup tab)
Version 4 - Issue date 26th Apr 13
BG Pro ONLY
16) Program
BS453 (Help tab)
Version 2 - Issue date 26th Mar 13
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Why this group download?
Significant changes were made to Bank Genie in
April 2013. Further development continued into May.
These changes affected a number of programs and how they inter-relate.
To avoid potential problems, all
the the programs affected need to be downloaded and installed in one session.
By creating a Group Download, the programs affected by the April/May 2013
changes are downloaded and installed in one action.
The facility to download the individual programs IN THIS GROUP ONLY
has been removed from this support website.
What are the most significant changes?
- Bank Genie now respects the Active
settings for Accounts, Categories and Tags.
IMPORTANT:
Immediately after applying this Group Download, please run the program Setup>My Categories-BS420
.
Check the ACTIVE status of your Categories.-
If you imported data from Quicken or MS Money using exported QIF files prior to April 2013 you may find that all your Categories have been imported as INACTIVE.
A new Activate ALL Categories
button is provided in BS420 to allow you to Activate all categories with one button click. This button is NOT visible when all your categories are ACTIVE.
NOTES:-
1) Active
settings are only respected in the programs-
a) Manage Transactions-BS421
(apparent when adding and editing Transactions).
b) Net Worth - BS418
c) Standing Orders - BS423
The reasoning behind this decision will be explained in the User
Guide
2) The program (BS419) used to Import data from QIF files has been amended to ensure all Categories are imported as ACTIVE. The latest version of
BS419 is included in this Group of Program Updates.
- A new Home page has been introduced.
This Home screen shows a listing of your accounts with their current balance.
Features include a Forecast Tool and
Potential Problems indicator.
The program indicates the first date when (if!) an account balance falls below the overdraft limit.
The home screen allows
you to quickly add Transactions to any selected account.
- Bank Genie Pro Only:
In the program Manage Transactions-BS421 the screens BS421S03 and BS421S11 have been merged.
Data entry has been simplified by this
enhancement.
New Features and enhancements included in these program updates.
Not quite as apparent as the significant changes above, these enhancements are (in the majority of cases) our response to requests and suggestions by users of the software.
- Terminology - Captions on screens now refer to Accounts rather than Banks
- Manage Transactions-BS421 - A new Type
field in BS421S01
This new field is to allow rapid selection of a different account.
In the field which says Type, type either ANY part of an Account name, or ANY part of an Account Number.
TIP:
The program automatically selects your requested Account if you type a few “unique” characters.
Examples:
1) Typing sco will select an account Bank of Scotland if sco is not found in the name of any other account.
2) Typing 123 will automatically select an account which has 123 in the Account Number
(You’ll find this useful when sorting out a bunch of ATM printouts of withdrawals from a mixture of accounts - ATM’s print a few characters of the account on the receipt)
Otherwise, select your account from the abbreviated list of accounts which appears.
- Manage Transactions-BS421 - Screen BS421S01 - Category display size has been changed.
The list of transactions will show the Category and Sub Category
description
- Manage Transactions-BS421 - Screen BS421S01 - Splits are now indicated in the list of transactions.
If a transaction has splits, the number of splits are
shown in a new column - between the columns Transaction Details and Category.
(2)= 2 splits etc
- Manage Transactions-BS421 - screen BS421S03 (Bank Genie Pro), BS421S31 (Bank Genie 4)
A new Type a Cat
field
In this field, type either ANY part of a Category name (not just initials).
This new field is to allow rapid selection of a Category OR Sub-Category.
- Manage Transactions-BS421 - screen BS421S03 (Bank Genie Pro)
A new Type a Tag field
NOTE:- This field (and other Tag fields) are only visible when Tags are enabled in Preferences.
- Manage Transactions-BS421 - screen BS421S03 (Bank Genie Pro), BS421S31 (Bank Genie 4)
Ctrl-Enter
feature.
When adding or editing a transaction, click Ctrl-Enter to add or save your changes.
NOTE: If
you have not entered or changed any data, Ctrl-Enter will close the screen.
You’ll find this useful when viewing transactions.
- Manage Transactions-BS421 - screen BS421S03 (Bank Genie Pro), BS421S31 (Bank Genie 4)
A new Repeat
checkbox
When checked, the screen will NOT close after clicking Add, Save Changes or using the Ctrl-Enter shortcut.
A message will appear briefly informing you that the transaction has been added.
The data fields will NOT be cleared, allowing you to edit as required and Add another transaction.
Click Close to exit, or uncheck the
Repeat checkbox before adding your last transaction.
The transactions added in Repeat mode are not added to the transaction list in BS421S01 until you return to that screen
- Program My Accounts-BS403
A new field Account Type
has been added.
This Account Type setting is used in the new Home screen to allow you to categorise your accounts.
- Transaction Analyser-BS408
Report BS408R05. One user reported that the last digit was being truncated.
This was most likely due to the printed area
capability of the printer.
The report was amended to suit this type of printer.
- Under Help tab, the program BS453 has been renamed to Program Updates.
Previously, this was Bank Genie on the Web.
- Import from on-line downloads-BS423
This program is amended from time to deal with any new formats found in QIF files
New csv import buttons are added on
request.
The new button LloydsTSB has an interesting feature. Transaction type TFR records are imported to the category Broken Transfer. After importing
downloads for the OTHER account(s) the program Broken Transfers-BS422
is used to automatically link up both sides of Transfers and change the Category of the transactions to Transfer.
- Program My Categories-BS420
Merge button added. Count usage button added.
- All programs - Close button has been activated (the icon in the top right of each screen)
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