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USER COMMENTS
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I have been using Bank Genie for well over a year now and I have to say it's probably the best piece of software that I've ever bought!!!
Tanya - Sittingbourne, England
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I have nothing but good to say about Bank Genie! It's first rate. But I'm not looking for any bells and whistles. I'm quite content with the model I've just got.
Keith - Somerset, England
Keith had to reload Bank Genie when he upgraded his Windows software from Vista to Windows 7.
The above comments were in reply to my query, asking if he’d like to upgrade to our new addition (not a replacement) to the Bank Genie Money Management stable Bank Genie Pro-Software for Bank Account Management.
It was really nice to know that he preferred to stick with the original Bank Genie-Software for the Penny
Wise as described on this website. It continues to be a very popular item of software for Managing Personal Finances - and it weighs in at a budget cost!
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Bank Genie was upgraded in July 07 to comply with Windows Vista.
Heres the comments from the first Vista user.
Hi
I am running the new Windows Vista and haven't had any difficulties so far.
It is nice to know you are there just in case.
Many thanks
Marie from Cheshire, England
Update: Bank Genie also works on Windows 7, 64 bit.
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Looking for a replacement for Quicken?
I was using Quicken in the past until I got my new PC and could not load it.
I have got MS Money but cannot get my head around it and that is why I have
transferred to Bank Genie which will do the job as I am only looking after my finances and not the Bank of England's :)
I found it (the Bank Genie website) by doing a search on Google and looks good.
Allan from Tyne and Wear, England
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By the way it is a (really!) good programme and looks the way a personal finance programme should look. Am going to purchase a secondary licence for the laptop
Manfred from Glasgow in Scotland
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Friday
I imagine that a number of your users previously used Quicken. I had been using it for 10 years when about 10 days ago my computer crashed. I had all the
files backed up and reloaded all my programmes from scratch. You can imagine my frustration when Quicken absolutely refused to reload in spite of it having worked with my XP before. I went to the Quicken website and
found with horror that they have stopped supporting the UK. I have now lost 10 years records and will now apply myself to learning your system.
Monday
I spent a lot of time yesterday coming to grips with Bank Genie. I have entered all my financial details from 01/01/09, set up all my standing orders and
regular payments, done some reconciling, split entries and so on. I just wanted you to know that I am delighted with the programme and now feel very comfortable using it. The icing on the cake is I feel that I have
a new friend at hand to answer my queries when they arise. Thank you very much indeed.
Eric from High Wycombe, County Buckinghamshire
Incidentally, his Quicken data was recoverable and can be imported as a QIF file to our new Bank Genie - Cambridge Edition.
Eric registered as a member of our exclusive User Forum and had us in stitches with this posting
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Bank Genie does things differently from Quicken. When reconciling a statement, you see a list of all your transactions. The software allows you to Exclude transactions which do
not appear on the statement, so you end up with a clean list of transactions which exactly match those on the statement. Heres the comments from a customer who moved from Quicken to Bank Genie on Windows Vista.
I have been practicing and practicing using the exclude and include buttons and now feel very confident, and I have to say that I do prefer your way of working.
Jeannette from Rotherham, South Yorkshire
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This comment was added as a thread in our exclusive User Forum (You get a link to this after you become a customer)
Packages are only good when they do what you
want.
This is superb as it does more or less exactly what I want it to do and I managed to get going with it very easily. I now have all my account information in one place and can easily update records, marry the data against my bank records and see what my total expenditure is each month.
You can process standing orders easily and add data from downloads from your bank. If your bank is not registered in the system - no problem - provide George with a sample download and it will be set up.
I managed to navigate around it without using the help available, but I am computer literate and I tend to dive in and try things rather than read manuals - but I did get a little help with a few pointers from
George - but essentially, it is easy to use.
I did find a few things which could be improved in the layout of the fields in some of the screens - and much to George's annoyance, one bug - but to George's
credit, everything was fixed very promptly.
Reports can be produced summarizing types of expenditure over specified periods. What I do miss is consolidation subtotals for expenditure types but I am hoping
George is going to come through on that one.
Well done, George, I like it - and thanks for all the support.
Ian McB - Cheshire, England
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Just wanted to write back and say - I'm impressed!!!
Impressed with both your speedy reply and the clear and consice way you explained it.
I've just given it a quick try and yes, I can get it to
work. It's just what I needed - perhaps I might be able to see where I am squandering my money now and start to save a little!
Alison - Haverfordwest, Wales
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The program is great.
Although I do online banking I always like to keep an eye on my accounts myself - just in case - so this program is perfect.
Thanks again
Mandy - Sleaford, England
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The facility to download and “Try before you Buy” was set up at the beginning of June 05.
The first customer to place an order after downloading and evaluating was Richard W. from Norwich England. Heres
Richard’s comments:
”I think that Bank Genie is what I am after. I used “Product X” when I was on Windows 98 but since upgrading to Windows XP it will not function and
they sold out to another company so I could not find an XP Version. Since then I have staggered along using “Product Y” but finally got fed up a few days back, hence my search which found Bank Genie”.
Richard W. from Norwich, England
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Many thanks for the offer of telephone support, I have managed to find my way around the software up to now so have no questions.
Andy, Hampshire, England
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Bank Genie was upgraded to Version 3 to be Vista compliant. Its nice when customers upgrade.
Just like to say, I am very pleased with Bank Genie 3. Your switching process and resetting of the data
folder separate from the program is spot on. Just what I wanted. You have obviously worked hard on this area.
And you seemed to have improved the way Cheque nos are created. I was always having to
delete them so they could be recreated after a store and duplicate. Now it lets me put the date in and then generates the cheque no. I am not sure if you have done anything in this area, but the program is
working a treat for me at the moment.
And sorry to say, no bugs, problems or suggestions for you at the moment - just praise!!
Ian from Cheshire, England
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Incidentally, most new customers prefer to buy the software on CD. If you decide to go the download route, be SURE to read the instructions. Its a fairly large file, and may prove excessive if you dont have
broadband.
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BUY Bank Genie
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