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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Working with transactions
Screen BS421S03
This screen is used by Bank Genie Pro ONLY

To display this screen you can either:

  1. Use the program Manage Transactions - BS421
    a) click the Add Debits or Add Credits button
    -Or-
    Double click (to edit) an existing transaction
  2. Use the program Transaction Analyser - BS408
    Double click (to edit) an existing transaction

In this section:-

The Use Predictive text checkbox
Screenshot BS421S03-14-Predictive
When checked, predictive text will help you enter text in the following data fields:

  • Cheque Number
  • Transaction Date
  • Bank Date
  • Paid to/Received from

The Transaction Date field and the Bank Date field
The Transaction Date field and the Bank Date field are used in a number of screens in Bank Genie.
The special features are described in this section in Common Controls

The Transaction Dates and the Bank Dates are entered using a Bank Genie Date picker.
See this topic about date pickers in this section in Common Controls

Screenshots showing various tasks:

Back - to continue reading about the program Manage Transactions-BS421

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