We are pleased to announce BankTree Personal Finance software 2.0 - Here is a quick list of what is new. Latest build is 2.10.7 (1st July 2010)
- Supports Multiple data files
- Supports Archive files
- Automated Backups
- More user control over schedule items
- Simplified Categories making them easier to use
- Add Attachments to transactions
- Improved CSV file import
- Add Keywords for Transactions
- Full Windows Xp, Windows Vista, and Windows 7 User Interface Enhancements
- Improved Reports with Drill-Downs, Summary Reports
- New Graphical Charts for ease of use
- New options page allowing you to set default values
- Plus many more changes
- New Trial licence without any limitations for 14 days
- Comprehensive sample data, with each new installation
- Supports Multiple Windows Logons / Multiple Data Files
- Account login enabled
- Account deletion password protection
- Automated licence entry
- Improved licensing options giving you more value for money
- New Accounts Screen
- Bank information against each Account
- Opens Banks web site if available
- Account Groups
- Currencies against each Account
- Opening Balance
- Closed Account
- Verify Accounts Balance
- Verify Clear Funds
- Reminders window
- Show cleared funds, Show closed accounts, and Show Reminders is now available under the View menu.
- New Account Transaction Screen
- Improved screen layout for readability
- Account quick selection
- Transactions shown by date filters
- Show Cleared/un-cleared Funds
- Search Text Option to help find records
- Show on Startup option, allowing you to go directly to your transactions
- Add/Edit Transactions
- Transaction Type of: Transfer, Income and Expense
- Reference field
- New Transfer transaction type, allows transfer from one account to another
- Download latest currency
- Selection of Payment Type, Payee, and Category, and Sub Category
- Process items as immediately cleared
- Allocated items to separate categories
- Add transactions to schedule
- Delete multiple transactions
- Amend multiple transactions
- Jump to Schedule item or Transfer item with right mouse click.
- Right Click Menu simplified with new Cleared and Reconciled options
- Autofill Transactions feature
- Additional Income and Payment totals
- Show Cleared Funds is now available from the View menu
- New Scheduling Screen
- Select Date Range for transaction
- Select Schedule Frequency
- All other options as per Account Transaction Screen
- Added Allocated items to separate categories
- Can add as un-cleared item directly
- Automatically add item to account as cleared item when due.
- Can view in calendar which days will be effected.
- Now also integrated into the payments reminder option, which shows forthcoming payments, and debits within the accounts screen.
- New Investment Screen
- Select Symbols and Investments from online providers
- Download latest price information.
- Keep historical price information.
- Add stocks, shares, dividends to your Accounts
- Choose from a variety of stock markets
- Added new data providers allowing Stocks / Funds / Trust etc
- New Payees Screen
- Add/Edit Payees
- Merge Payees
- Delete Payees - with multiple delete option
- New Category Screen
- Add/Edit Category and Sub Categories
- Merge Category
- Delete Category - with multiple delete option
- Add a category budget and define a budget period
- New Payment type Screen
- Add/Edit Payment type
- Delete Payment Type
- New Reports
- Monthly Cash Flow
- Account Transactions
- Budget Allocation
- Investment Report
- Scheduled Transactions
- Investment Gains and Losses
- Investment Transactions
- Spending by Category
- Spending by Payee
- Spending by Payment Type
- Net Payments
- Net Income
- Un-cleared funds
- Un-reconciled funds
- Custom Reports
- Report Selection Filters
- Date From /To
- Payee
- Category
- Payee
- Currency rate selection
- Report on
- Closed Accounts
- Cleared Funds
- Import Files options - OFX, QIF, CSV (With duplicate checking)
- Export Files options - OFX, QIF, CSV, XLS
- New check online for updates.
- Tools Menu
- Backup and Restore Functions
- Command Line Backup Utility
- Calculator
- Stock Look up
- Currency Look up
- Loan Calculator
- Mortgage Calculator
