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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Acknowledgements

Barry Landy was the technical advisor in the Bank Genie Pro project.
The Pro version of the Bank Genie software was developed to his high specifications.

About Barry Landy

About the Bank Genie Pro project
A number of Money Management software products are no longer supported in certain regions e.g. the UK.

Barry Landy tried a number of alternative products to find a replacement to his Quicken system.
When he evaluated Bank Genie - Software for the Penny Wise, we identified a number of his requirements which would have required a redesign of that product.

Rather than change a popular product, a new edition was developed - Bank Genie Pro - to the specifications defined by Barry.

After 3 years of development, we now offer two editions of Bank Genie

  1. Bank Genie Pro - Software for Bank Account Management
    The fully featured solution,
     
  2. Bank Genie 4 - Software for Personal Finances
    This item replaces the simple and popular Bank Genie - Software for the Penny Wise
    As in the case of its predecessor, this software is intended for those seeking a simple software item to manage their home finances.


     

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