The Ideas Genie Community Forum
Bank Genie => General discussion => Topic started by: Peter Phillips on August 16, 2015, 04:53:14 PM
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Just wanted say that getting started with Bank Genie was very successful for me. With very user friendly, easy to read screens and guides I had no problems setting up 13 bank accounts and 40 odd standing orders. A big thank you to George for such a great product.
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Excellent! Your comments are very encouraging, thank you Peter.
Here's a tip, and it may be useful to other new Bank Genie (http://www.bankgenie.net) users.
Use the program Process Standing Orders (BS429) to process all those items Peter.
Its much quicker than BS423.
I process mine about 6 weeks into the future using that program and advise other users to do likewise.
Use the date picker Show due to this date, then click the Refresh button and Process All.
Whe you go back to the program Manage Transactions you will then be able to see a projected running balance. Very useful.
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That tip is extremely useful. Many thanks.