Bank Genie Pro used to replace Quicken
Bank Genie Pro has become quite instinctive now and
I am doing all the things I want to do without even thinking about it. It does all I want of it and I won't go back to Quicken now. Well done! I dare say there may be further questions but none
come to mind at the moment.
Eric Hardy from High Wycombe, County Buckinghamshire, England
(The first to go
live with Bank Genie Pro)
Up and running now with all my Quicken data from 1993 in place!!
Mike Corry, Co Durham, UK
software has been tested with imports of very large data dating back to early 1990’s.
Bank Genie can handle millions of records with ease and lightning speed access using the Transaction
Analyser program (a highly flexible Query program).
Yes, all installed and data imported thanks - from an old version of Quicken (3.0). I'm finding the software
reasonably easy to use although the top-level menus are different to Quicken, which took me straight into the register - but I'll soon get used to it.
Terry Bright from Verwood, England
An option to take the user to the Bank Genie equivalent of the Quicken Register has now been provided.
An option is also provided to allow the user to run Standing
Orders/Regular Payments on startup.
Options can be turned on/off in Preferences.
Thanks - the new CD (Bank Genie Pro) has arrived. I'm getting on well with it. As you
may remember I had Quicken before and had been using that for years so anything new would have been a challenge! However - thankfully - your software has been quite easy to 'learn'
That was a quick one (pardon the pun), I thought, so I replied to ask “Did you import your Quicken data?”
Regarding Quicken - yes I did import the data as this was something that I felt was essential for me - I wanted to retain the history that had built up over
the years. I had fun doing it though as the Quicken data was on my old computer - just an extra thing to think about along with learning your software..... I enjoy a challenge though!!
Ann Blake from Worcester, England
(I was very impressed! So much achieved, and not one request was made for support. We
welcome your requests for help, no matter how trivial - its important to us to get each user up and running with Bank Genie Pro)
Bank Genie Pro used to replace MS Money
Just to say all is well and we had no problem getting QIF files into Bank
Genie. After a short tussle, they all went in and the program accepted all the info, including the categories, perfectly.
Jean Jones from Middlesex, England
(The QIF files referred to here were exported from MS Money)
I have transferred all across from MS Money hassle free and am thrilled with the
Dr P. Gueret from Dublin, Ireland
Bank Genie works in other countries
Thank you for a great program (Bank Genie Pro 4)!
Tom, Colorado, USA
I’ve set everything up and transferred files and accounts over
from Money and so far, all appears straightforward.
It’s a great piece of software and being overseas with various different currency bank accounts, it’s very simple for me to follow
transactions and balances etc.
Mark, Dubai, United Arab Emirates
I am very impressed with Bank Genie indeed and very
pleased with it. In fact I think it is a brilliant, very economical program especially for personal account users. As a very proficient MYOB business user, it has given me everything I required
for my own account records.
Colin Harrison, New South Wales, Australia
I am coming to grips with most of the features of BG. So far I am impressed
John Steel from Queensland, Australia
Thank you for providing what looks to be an excellent program.
David Geddes from
Victoria, the Capital City of British Columbia, Canada
Comments about Bank Genie Pro 6
I love the upgrade. I am most impressed with the
elegance and simplicity of the program generally.
J Hadley from Oxfordshire, England
Comments from customers using the software on a Surface Pro Tablet
have downloaded the software and even managed to restore all my data and accounts, which are all present and working correctly. I did have to go to your online help screens to tell me how to
restore to a completely new computer and I am amazed how easy and quick it was.
I was afraid I would not be able to use Genie on my new Surface Pro 3, so I am delighted to be up and running.
I can now clear my old computer and give it back without any worries.
The Bank Genie software is excellent and easy to use, it was one of my best buys in years.
Thank you for your help
and efficiency today.
Kind regards Linda (from East Sussex, England)
Comments from the first customers to use Bank Genie Pro on Windows 8
Install went just fine and the app seems to be stable in
Mike, New Zealand
Since I was needing to reload the OS anyway I opted to upgrade to Windows 8 and it might be helpful to you to know that
the programme works fine in that OS.
Geoffrey Applegarth from Northumberland, England
Note: Bank Genie is now working on numerous sites on Windows 8 and on Windows 10.
Exporting data from Quicken and importing it to Bank Genie Pro
Pleased to confirm that all accounts reconciled and up to date. Much easier migration from Quicken than I expected and thanks again for all your help.
The more I see of the software the more I like it and if I can be of any help with tips and suggestions I’ll be happy to, either by the forum or directly to you.
David Webber from Hertfordshire, England
Note: When importing, Bank Genie Pro identifies any Category names in Quicken
data which can cause import problems.
This is a rare occurrence and only happens when your Category names in Quicken contain conflicting characters.
Heres a report from a customer.
have at last sorted out most of the programs including downloading from Quicken which proved a challenge. The sticking block was ‘Categories.’ I went back to Quicken and
changed the Categories and found that the download worked.
The help was excellent and sorted out the few areas that I had trouble with.
The price of the package considering its
functionality is excellent value for money even taking the second licence.
Thanks for your help
Helen Chapman from Leeds, England
Managing the finances of a small business using Bank Genie Pro
My husband runs his own business, a small independent motor vehicle repair workshop, and I support him by keeping all the finance and administration in order. I find Bank
Genie an invaluable product for managing the business bank account. It is detailed enough for us to monitor income and expenditure but not cumbersome to use with unnecessary steps that
don't apply to a small business. I can simply use it to suit our own purposes and it does a great job. As you know, I've been using Bank Genie for a few years now and have always
found it easy to use. And on the few occasions I've needed support, it has always been available. Great product!
Stephenie Burrows - Southampton , England
Extracts from very encouraging emails:
The programme is very good and solid and you have obviously put a lot of thought and work into it. It shows and increasingly so as familiarity with the features grows. It is different from
other programmes that I have tried in many respects but those differences are strengths that set it apart.
Most User Guide's are truly awful . Yours is accessible, logical and helpful to
beginner or otherwise and I hope you don't ever change it's style. I browsed it when starting out and got enough from it then to get me going. Subsequently I keep going back to find specific
information. The way it is theme linked to the programme itself is especially useful and makes it very easy to get to to right bits. Well done!
Geoffrey Applegarth from Northumberland, England
I must admit I find it the easiest accounts programme I have had – especially in reconciliation.
From a customer whose Licence was upset after changing his operating system from Windows Vista 32 bit to
Windows 7 64 bit and carrying out a clean install.
Your product is well thought out and covers most things and receiving a response from you regarding my licence issue, on a Sunday, was
unexpected and amazing
John Ludolf from Hants, England
Comments from a Bank Genie 4 user
liking the Genie 4 already and I am still discovering new functions. I particularly like the way the program seems to know what you want to do next, it is well thought out which is a pleasure to
Howard Warehand from Hertfordshire, England
Comments from a Bank Genie 4 user who recreated his historic data using bank downloads
In a couple of hours I have pretty well all my Cats defined; downloaded 15 months of QIFs, edited 6 months transactions accordingly, noted that after categorising the first quarter
transactions, the subsequent import of next quarter resulted in most of the new transactions being categorised automatically - an improvement on my last program.
5 separate accounts set up
and transfers now operational. I'd say everything has gone sort of swimmingly.
Keep up the good work.
Anthony Bull from London, England
Comments from a satisfied Bank Genie 4 user
Many thanks for the fantastically quick response. I've been using Genie for
a time now, wouldn't be without it!
I will personally recommend to anyone I come across who is thinking of installing a programme of this kind.
Derick Jordan from South Yorkshire,
I thought I better let you know I always believed Bank Genie Pro was very good.
I now have realised how good it really is.
Do you remember I
lost all my bank records by my silly mistake. Well - bank genie came to the rescue . All I had to do was log on to my bank and download the statements. I was then able to transfer them all into my
Bank Genie records
Roy Ager, N, Ireland
Comments about our Customer Service and Support
I must congratulate you on your customer service with reference to your product bank Genie. Most companies would be well advised to use your example on prompt and
effective response to requests for assistance, plus the excellent advise you provide when requested.
Having been retired for many years, I had thought excellent customer service was a thing of the
past. Customer service was the main thing I prided myself and my staff on, along with sound product knowledge.
I have to say you have customer service well and truly cracked and obviously your
product knowledge is first class.
Best regards, George Chapman
Thanks again for your help. Your service is fantastic.
Robert Hobbs, Lancs, England
to let you know that I'm very much enjoying inputting all my data into Bank Genie. It's great and very easy to use. Thank you for creating it for all of us Quicken refugees!
And thank you so much again for the virtual hand holding while I was installing it. It was so reassuring to have you there on the phone.
Annabel Sutton from Wilts, England
Could I also add, that It is a refreshing change to do business with a company who treats its customers as people and goes that extra mile to make the experience feel very
Alan Pickering from Derbyshire, England
Software has arrived. Great service. I have installed Bank Genie and entered my data. I found the process very easy and I am looking
forward to using it .
Many thanks, Sheila Brown from Kent, England
Many thanks for your help. Great programme.
Paul Woodward from Kent, England
Good to talk to you Tuesday 12th. Once again many thanks for your clear and helpful advices with my "problems".
I really appreciate the fact that I am able to speak to a person and guiding hand through the processes.
Once again many thanks for your assistance and the programme which I find
to be of amazing benefit.
Tom McEldowney, N Ireland
An extract from a hand written letter
I wanted to write and
thank you for having such patience in dealing with this “old codger” when he runs into trouble with his computer, when the problem is not with the programme, but with the
Over the years, since you led me through the installation, and transfer of Quicken data into the Bank Genie Pro system, you have been brilliant in making sure that I was kept right.
Please accept my heartfelt thanks for your help.
Bruce Lyons, England
Comments about the font size choices in Bank Genie
ability to change font size and font type is available in Preferences.
This feature was designed for those who are short sighted or are Visually impaired.
1st email: My Bank Genie
has arrived and is up and running! I am absolutely delighted with what you have produced, the only request I would make is - is there anyway I can increase the font size? I am
80 years old and my eyesight is not as good as it was.
You have made a very good product and I found no problem setting up and running.
I have been using Microsoft Money for about
30 years and your product equals theirs.
2nd email: Forget my last e mail I have already found where I can increase the font size - what a package!!
Well Done. Shirley Davies from Shropshire, England
My comments: Its nice to know that the attempts to make the software intuitive are
Its encouraging when users can find and apply the many additional features available in Bank Genie by simply exploring the options available in Bank Genie Preferences.