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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User Guide
Quick Backups - Program BS481
 

Starting the program
On the Main Menu, click the File tab then click:
Quick Backup - BS481
The initial screen BS481S01 looks like this:-
Screenshot
Note: The Show known folders button will NOT be visible when you first use this program.
It will appear as shown in the Screenshot after you have done at least one backup


In this section

About the program
This program allows you to create a quick and easy backup.
You can backup to an existing folder (created using Windows tools)
You can also create a new folder for your backup within the program. See Selecting a Folder

More info:
Behind the scenes, Bank Genie will create a Data Location Record for the folder you use for the backup.
Bank Genie keeps track of all your backups using Data Location Records. These are shared by other file handling programs in the system - e.g. Open - BS426, Restore - BS493, Pack - BS492
Once you have created a backup, you can view the contents at any time using the program
Open another database- BS426. Once opened, the database (your backup) can be explored as normal using all the programs in Bank Genie.

Selecting a folder for your backup
Click the Select a Folder button as shown here
Screenshot
This dialog box appears
Screenshot
Select an existing folder, or create a new folder for your backup
The steps to create a new folder are described in this screenshot.
Screenshot

When you select a folder, control returns to screen BS481S01
Click the Do Backup button to finish the exercise

Show Known Folders
Bank Genie keeps track of your previous backups.
To overwrite an old backup, click the Show Known Folders button.
NOTE: This button does not appear until you have done at least one backup
Screenshot
The screen changes to display a list of folders which you have created or done backups to in the past
Screenshot
Bank Genie attempts to place the data folders in the order you are most likely to select

  • Unused (but known) folders appear at the top of the list
  • Backups come next, in the order Oldest to most recent.
    This should be useful if you are rotating your backups
  • Databases created using the program New - BS496 appear at the bottom of the list
    since it is unlikely that you will use a folder with a New database to receive your backup

Click once in the list to select a folder.
Click the Do Backup button to finish the exercise

How many backups should I keep?
Read this article: About backups

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