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

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Categories
Screen BS420S02 (with screenshots)

To display this screen:
Click Add, Edit or Delete in Categories - BS420

In this section:

Adding a Category
Refer to this screenshot

Adding a Sub-Category
Refer to this screenshot
e.g. You have a category called Bills
You can create sub-categories like:
Bills:Electricity
Bills:Telephone

To create the sub-category Bills:Telephone, begin by setting the Category popup to Bills.
Click the New button
Screen BS421S17 appears.
Click the button: Add sub-category
Screen BS420S02 appears
Make sure the Parent for this Sub category popup shows: Bills
Continue to add the sub sub-category called (e.g.) Telephone


You can categorise your transactions to a third level.
e.g. After adding the sub-categories as in described above, you can do something llike this:
Category pop-up will display: Bills
Sub-category pop-up will display:
Bills:Electricity
Bills:Telephone

You can create third level sub-categories like this:
Bills:Telephone: Phone
Bills:Telephone: Broadband

To create this structure:
Set the Category pop-up to: Bills
Set the Sub-Category pop-up to: Bills:Telephone
Continue to add the sub sub-category called (e.g.) Broadband

Summary of screenshots for screen BS421S02


 

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