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BG Pro 6 Question

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John435:
Just a quick query.  I've noticed some new buttons on screen BS421S01 above the "C" and "Not C".  I now have a button with a "tick", a "V" and "not V" when hovering the cursor over them the balloon say the same as for the "C" & "Not C", but they actually mark the transactions with a tick or V.  So I can now have a C, V and a tick against each transaction.  Also next to the C is a button with a C and a green up arrow which for my current account is inactive and below the Not C are a green up arrow and green down arrow button.  What are the significance of these additional ones please?   

Thanks John

ideasguy:
Hi John

The V and ? buttons are new in Bank Genie Pro 6

Yes, I need to change the balloon text for the V and the ? (I hope you see that instead of a tick???)

The V is for Verified.
Use it as you will. I added it for ATM transactions. If I enter them before the statement arrives (or I go online) its to verify that I made the transaction.

The ? is to mark any transaction you have a query over.
Again, use it as you wish.

The program allows one or the other per transaction - never both

Can you folk find a use for them?

 

John435:
Sorry George, my mistake it is a "?"  Not sure where I got the tick from! 

John

ideasguy:
No need to apologise John :)
I hope to get to adding that and many other things to the User Guide soon.

barryl:
I use V frequently

I have an America Express card with a second card for my wife. The monthly statement is split into my debits (first) with a total and then ,y wife's debits (with a total).

To reconcile the account I first move all unreconciled transactions to "999997" and then move them into the current month ("include") one at a time to match the statement.

Once I have verified my total, correcting any issues (like debits I have forgotten to record :-) ) I then mark all the transactions "V" so that when trying to find and correct any errors in my wife's total I know I dont need to look at those.

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