Try a Free Trial

Helping you to Manage your Money


Try a Free Trial

Helping you to Manage your Money


Try a Free Trial

Helping you to Manage your Money


Manage your money

Manage your money

Whatever your financial situation there is always room to make your money stretch further, even if you just want to get a handle on it.

Manage your Money
Personal finance software

Personal finance software

Our online web application, Our desktop software and mobile app will help you record income and expenditure, import statements, balance accounts, budgeting and much more.

Expense Manager
Small price

Small price

Choose our online web application and run on any web browser OR our desktop application and install on your computer, with free email support, free updates

Money Saving

Software with the power of three

Software with the power of three

  1. Accounts: Our personal finance software allows you to track your bank, checking, savings and credit card accounts.
  2. Investments: Our personal finance software allows you to manage your investment portfolio, download latest stock prices and, get up-to date market values
  3. Reports: Our personal finance software has easy to understand reports with interactive charts give you a clearer picture of where to budget better.

Manage your money in BankTree Personal Finance, get the free trial. Manage all your accounts in one application, whether that’s your desktop pc, your web browser or your mobile phone and tablet.


Click here for BankTree Online Personal Finance software features

Click here for BankTree Desktop Personal Finance software features

Click here for BankTree Mobile software features

Helping you to Manage your Money

managing your money

No worries

Take the hassle out of managing your money and put the fun back in to your life with our finance software. Manage your money on the move with our online, personal finance software. Get our desktop, personal finance software for your Windows computer, and our mobile app for your Android phone and tablet, or Apple phone and iPad.

banking

Stay connected with your Bank

Connect to your bank and download live transactions with our 2048 bit secure connection or manually import your statements. Import from Quicken, and Microsoft Money with our easy to use import facility with our personal finance software.

Budgeting software

Easily set budgets, check how you are sticking to them, and forecast ongoing budgets with our personal finance software.

Never lose a receipt

Never lose a receipt

Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop to have all your receipts on your computer. Or sync with our online application to store your receipts on the cloud.

Investments

Track your investments

Get the latest investment information at your fingertips for your investment portfolio using our personal finance software. Get daily live prices with our online personal finance software.

Personal Finance and small businesses

Run a small business with our easy to use finance software. Use for your personal and business need all in one application.

Personal Finance and Small Businesses

Always here to help

Free support is available for the current version of BankTree personal finance software. View our video tutorials, read our articles, or send us a support ticket.

What people are saying about BankTree Personal Finance Software

Suitable for my needs. I use to use Microsoft Money but it is no longer available in the UK. This product is different from Money but I am getting use to it.BankTree Desktop Personal Finance Software

"This is just to say a huge thank you for your software. I have been using a very old UK version of Quicken for ages and I knew at some point I would have to move from Qicken as it is not supported for UK any longer. As I have used it since 2006 I was worried that I would find it hard to use a different financial package. I was forced into getting new software because my work will no longer allow unauthorised software on my work laptop and the version of Quicken I had would not load on my new personal laptop as it is Windows 7. I found your website through Google and because it was recommended by Which? and I decided to go with you and downloaded it two days ago. It is so wonderfully easy to use and I am over the moon that I could import all my accounts and history from Quicken. Thanks you again, and long may you continue developing your personal finance package!"  BankTree Desktop Personal Finance Software

BankTree has shown that they are committed to improving their product year by year, and if they continue this trend, we could see their software competing for a spot in our top three - Top Ten Reviews.

BankTree Desktop Personal Finance Software

Editors Pick - Brothersoft

BankTree Desktop Personal Finance Software

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managing your money