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Starting the program
On the Main Menu, click the Transactions tab then click:
Net Worth - BS418
The initial screen appears:
Screenshot BS418S01-0
In this section
About this program
The Net Worth program allows you to
calculate a combined value of the balances of your accounts.
You can also enter a To (or end) date and calculate a Net Worth value for any previous date.
Running the Net Worth program
The initial screen BS418S01 shows a list of your Bank Accounts.
Click the Go
button.
Your net Worth is calculated and displayed.
Screenshot BS418S01-0
Net Worth for Previous dates
When you select a TO date
for Net Worth calculations, the program looks at each individual account and uses an appropriate calculation method to arrive at a figure.
Read about the Calculation Methods
Net worth when there are Multiple Currencies
Extra controls (buttons etc) appear when your Accounts are of more than one Currency.
Screenshot BS418S01-1
(Compare this screen to the one above)
The extra controls:
- allow you to select a Base currency for your Net Worth calculations.
Thus you can calculate your Net Worth in any of the currencies in your range of
accounts.
- display the date you last refreshed your Currency Exchange Rates
Refreshing Exchange rates
When your Bank Accounts
are of more than one currency then you must begin initially by clicking the Refresh button to allow Bank Genie to generate a table of Exchange rates for use in
calculating your Net Worth figures.
When you click the Refresh button, screen BS418S02 appears.
Screenshot BS418S02-1
Click
the Go
button.
Bank Genie will contact a Currency Conversion service and generate a table of Exchange Rates for use by the Net Worth program.
Bank Genie shows a list with the exchange rate for each currency in your range of accounts.
More about screen BS418S02
Show Exchange rates
Referring to the screenshot below, click the Show
button to display the table of Exchange Rates currently in use by Bank Genie.
Screenshot BS418S01-1
These values are saved in your data files and will be available next time to you start Bank Genie.
However, you should use the Refresh
button regularly to keep your exchange rates up to date
Screens (leading to screenshots) for program BS418
- BS421S01 - The initial screen (Described on this page)
- BS418S02 - Refreshing Exchange Rates
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