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

Gardening Software
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Working with Investments
Screen BS431S09 - Get Prices

To display this screen:
Click on the GET PRICES button in the initial screen (BS431S01) of program Investments-BS431
Then choose one of the From csv file options


In this section:

Click this button and find a csv file with Prices.

Get Downloaded File
***************
1. From:- Financial Times website

Set up a Portfolio or a Watchlist.
Download Prices file as described for LSE below

2. From:- London Stock Exchange website

Set up a Portfolio or a Watchlist.
Click on Export to XLS
Screenshot
Save the downloaded file and open it with Excel.
In Excel, choose Save as Type:- csv(Comma delimited) (*.csv) format
Screenshot

3.
Simons method - using an Excel Addon
The csv file expected is normally created by saving an XLS file (saving as a csv file) created using an Excel Addon which provides Security prices.

The program expects the file to have the following fields in this sequence:
1) Instrument (Optional - not used at present)
2) Ticker (or Symbol)
3) Description (or name) or Security
4) Price

*************************************************************
Simons method: Links to Excel functions for getting stock market prices
I have used This one
SMF Add-In - See Google Group and attached https://groups.google.com/forum/#!forum/smf-addin

https://groups.google.com/forum/#!forum/smf-addin

https://groups.google.com/forum/#!forum/smf-addin<https://groups.google.com/forum/#!forum/smf-addin

And recently found this one QuotesAddin
https://gaiersoftware.com/Excel

Morning star though I have never used it
Addins:
http://addin.morningstarcommodity.com/
 

 

 

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