Author Topic: Tip: Tracking a transaction in previous statements  (Read 2371 times)

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Online ideasguy

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Tip: Tracking a transaction in previous statements
« on: April 26, 2013, 10:38:05 PM »
Here's a feature in Bank Genie that you may not be aware of.

In the program Manage Transactions, lets say you select a transaction which occurs each month e.g. a Credit card payment.
Click the Previous (= Previous Statement) button.
If the Credit Card payment is listed in the previous statement, Bank Genie will select it in the list.

Continue to click Previous.
If you find a Statement where the Credit card payment is NOT listed then Bank Genie will stop at the last transaction in the list.
In that case, click Previous again and click the Transaction if it appears, to pick up the thread.

This also works going forward when you click Next button.
« Last Edit: April 26, 2013, 10:41:07 PM by ideasguy »