Bank Genie
Software for Managing Bank Accounts

by Ideas for Gardens.com
User Guide - Applies to Bank Genie 4 and Bank Genie Pro 4
Last updated: 28th February 2018

Click this link to
BUY Bank Genie

Sponsor 1

Sponsor 2

Sponsor 3

Sponsor 4

Sponsor 5

Sponsor 6

Sponsor 7

Sponsor 8

Sponsor 9

Sponsor 10

Index

Introduction

Getting Started

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

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

Importing Data

Broken Transfers

Where is everything?

FAQ

Glossary

Common Controls

Index by Program Name

Acknowledgements

About us

Product support

Sponsored Links

Gardening Software
Ideasforgardens.com

 

 

Bank Genie User Guide
Where is everything?
About Bank Genie - Program BS400

 

Where are the Bank Genie Programs and Data files?
On the main menu Help tab, start the program About Bank Genie
The program name is BS400
Vital information about your installation is shown in the initial screen
Screenshot BS400S01-1
When you install Bank Genie, all the necessary DATA files are installed in one single folder
We shall refer to this folder as the Core Data folder
Screenshot CoreData

What happens when I open another database?
When you open another Bank Genie database, Bank Genie closes your live data files and opens files of the same name in the other folder.
The Vital Information about the locations of your data files now look like this:
Screenshot BS400S01-2
NOTE:
Some Core Data files remain open at all times, even when you open another database.
These are referred to as static files.
Files which keep track of your User Preferences are one simple example of Static files.
Thus, your User Preferences (Font, Font size, Screen sizes and positions etc) are not affected when you use multiple databases.

Background to the origin of this program

Once upon a time (all good stories start like that) software developers could store all files related to an application (such as Bank Genie) in one folder.
This was great for the developer, but not for the user. Their prime concern was to be able to backup their precious data, and if the data was in the same folder as the program files (referred to as executables) then they had to back up everything to be on the safe side.

The introduction of Windows Vista changed all that. In brief, programs and data are not permitted to reside in the same folder.
In my experience, product support (for products by ideasforgardens.com) became much more difficult, as navigating to the file locations demanded by the UAC (User Account Control) was beyond the capability of those less adept in finding their way around folder structures.

The program About Bank Genie was developed to ease the pain.
In one single screen, the user is shown the location of the programs and data files for Bank Genie.
A Print button is provided, so a hard copy printout can be retained for reference.
 

Downloading and Installing Updates to the File set
Referring to Screenshot BS400S01-4
Click the Help button for instructions.
In this instance (unlike installing Program Updates) you dont have to close Bank Genie to install the files.

Bank Genie User Guide Index            Index by Program Name           BUY Bank Genie