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

Glossary - Page 7

Glossary Index
 

User Names and Security Names

This section will be of interest to anyone who wishes to turn on the Security feature in Bank Genie

In this section

  • About User Names and Security Names
  • User Names
  • Security Names

About User Names and Security Names
When you install and start Bank Genie for the first time, you are the owner of the system.
There is only one User Profile (yours).
There is only one Security Name.
Password Security is disabled.

User Names are related to Preferences.
To begin, you have the option to pick a preferred font and font size.
If you wish, you can add additional User Profiles for other members of your family, and each User can have their own name and set their own preferences.
Passwords are not required for User Names.
When a second or more User Profiles are created a prompt screen will appear on startup to allow a user to select their own User Name from a list and use the system with their own personal settings.

Security Names are related to data security and data protection from unauthorised users.
They are entirely unrelated to User Names.
The person who installs and uses Bank Genie for the first time becomes the owner/administrator of the system.
The initial security name for the administrator is admin.
A password is NOT required on startup until Password Protection is set ON.
The administrator can add additional Security Names.
In doing so, the administrator can:

  • allow or deny access to selected accounts by Security Name
  • allow or deny Read, Write and Transfer permissions by Security Name

User Names
See this section to learn how to Add and work with User Names.

Security Names
See this section to learn how to Add and work with Security Names


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