Index to User Guide

Introduction

Introduction

• The initial screen when you start Bank Genie Pro
• Read the introduction
   

Getting started

A quick guided tour with screenshots to help you Get Started or to evaluate the software.

Section 1

Setting up and Personalising Bank Genie

• The Main Menu and starting programs
• The TreeView Program Selection Menu
• Treeview Favourites
• Treeview Favourites and the Show Program Names Option
• Renaming Programs in the TreeView
• About Resizing and Repositioning screens
• About Window Shading
• About Program Versions
• Preferences
• Users (When more than one user shares the system)
   

Section 2

Working with your Bank Accounts

• Bank Accounts
• Protecting data in a Bank Account against accidental changes
• Set permissions - allow and deny access to certain accounts
• Bank Groups
   

Section 3

Working with your Categories

• Categories
• Category Groups
   

Section 4

Working with your Tags

• What are tags?
• Adding, editing and deleting Tags

Section 5

Working with Transactions

• Adding, editing and deleting transactions
• Viewing your transactions
• Reconciling your Bank Statements
• About transfers
• About Invoices
   

Section 6

Standing Orders and Direct Debits

• Standing Orders and Direct Debits
• Process standing orders
   

Section 7

Importing from on-line downloads from your Bank
The Import from On-line downloads Program - BS412

Section 8

Analysing your transactions

8.1 The Transaction Analyser program
Manipulate your data in a multitude of ways and output the results to Print Preview, Print, Text file or Excel

• About the Transaction analyser program
• Selecting Banks, Categories and Tags for analysis
• Reports available in Bank Genie
• Using the array of Quick Date Navigation buttons
  About the Tax Year buttons (the <TYR and TYR> buttons)
  About the Financial Year buttons (the <YR and YR> buttons)
  About the Financial Quarter buttons (the <Q and Q> buttons)
  About the Month buttons (the <Mo and Mo> buttons)
  About the Pay period buttons (the <P and P> buttons)
  Tips for using the Equal Increment buttons (the < and > buttons)
   

8.2 Net Worth
This section explains how to obtain an overall figure for your accounts in whichever currency you select (if you have multi currency accounts) and for any date you select.

• The Net Worth program
• Calculation methods used by the Net Worth Program

Section 9

Business

• Invoices
• P&L Years and P&L Groups
• P&L Reports

Section 10

Password Protection, Security Profiles and Passwords
No login is required when you start Bank Genie after installation.
By default, Password Protection is NOT active.
The vast majority of users do NOT activate Password Protection since they use Bank Genie for their own personal use, and no one else has access to their computer.
If you wish to a) secure your data or b) allow other users to share your data with restrictions, then you need to set Password Protection ON.

This section explains how to set up Password Protection, Security Profiles  and how to assign permissions to Security Profiles to control access to individual Bank Accounts.
 

• Activating Password Protection
• Working with Security Profiles
• Changing your password
• Setting permissions for Security Profiles
   

Section 11

Database Protection

• Set Database Protection
   

Section 12

Creating Backups

• Quick Backups
• Backups with History information
   

Section 13

Opening another database and Creating a NEW database
Bank Genie allows you to work with more than one database.
This section gathers the topics to explain the options - how to create them and how to use them.

• About Multiple Databases - See Other Databases
• Opening another database
• Opening a Backup (A backup is just another database)
• How to create a new empty database
   

Section 14

Restoring a database

• The Restore program
   

Section 15

Database maintenance

• Packing your database
   

Section 16

Importing data from another source
If you have been using another product for Managing your Money you may wish to import that data to Bank Genie.
This section explains how.

• Importing data from QIF files
   

Section 17

Where is everything?
Program files and Data files are stored in different folders.
This section discusses where and how to find them

• About Bank Genie Pro
   

Section 18

Product Support
Program updates and more
 

Common Controls

• Common Controls Index
• Common Controls Page 1
   

Glossary

• Glossary Index
• Glossary Page 1
• Glossary Page 2
• Glossary Page 3
• Glossary Page 4
• Glossary Page 5
• Glossary Page 6
• Glossary Page 7
   

FAQ

FAQ (Frequently asked questions)

• FAQ Index
• FAQ Page 1