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

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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

 

 

User Guide - Section 3
My Category Groups - BS416
 

Starting the program
On the Main Menu, click the Setup tab then click My Category Groups - BS416
The initial screen shows a list of Category Groups which you have already added (if any)
Screenshot BS416S01-1

In this section

About this program
If you have Categories which pertain to certain aspects of the way you manage your finances, Account Groups will make it quick and easy to select transactions for analysing your data
Some examples of where Account Groups are used:

Adding, editing and deleting Category Groups
The program displays a list of existing Category Groups or None.
Click the Add button to create a new Category Group
Double click to edit an existing Category Group
In each case, BS416S02 appears
To delete a Category Group, double click to edit (in the initial screen) then click the Delete button in screen BS416S02

Screen BS416S02

The Name for this Category Group field
Type a description for the Category Group you are creating.
Examples:
Personal
Business

The Arrow Right button

Use this button to add selected Categories to the Category Group you are creating or changing.
Click to select a Category from the list on the LEFT, then click this button.

The Arrow Left button
Use this button to remove selected Categories from the Category Group you are creating or changing
Click to select a Category from the list on the RIGHT, then click this button.

 

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