Did you know you can have Bank Genie (or Bank Genie Pro) open more than once?
Simply double click the desktop icon again.
I use this extensively.
Currently, I have 3 sessions running - 1) Bank Genie open to add/edit my Petty Cash transactions 2) another session running to edit (e.g. categorise or split) my Credit Card transactions and 3) yet another session running the Transaction Analyser to look at the effects of transactions added in sessions 1 and 2 on the current Tax Year.
BEWARE:-However some understanding of the system is necessary.
e.g. I have to "refresh" the display in Transaction analyser. I do that by clicking the Previous TYR (Tax Year) button and then clicking the Next TYR button to return to the original selection criteria.
You may need to refresh the display in Sessions 2 and 3 if you make certain changes in session 1.
in particular if you add, edit or delete a new transaction, Account, Category/Subcategory, Tag etc.
Hope this helps
