1. On the registration screen click on the Register Now button.
2. Fill in your user information and choose the product you wish to purchase.
3. Click Next, you will be taken to the PAYPAL website.
4. Complete your payment details.
5. Check you have received your email from PAYPAL, confirming your payment.
6. Go back to the registration screen, and click Register Now. The registration screen will check if your payment has been received successfuly.
   If it has the software will become activated. (There may be a short delay while PayPal processes the payment).

If the software has still not been activated please contact

All customers whom have purchased a BankTree product receive free e-mail support, free telephone support, during our support hours via our call me back facility, and free updates to the current product

I get a warning message when installing on Windows Xp or Windows Vista

After extracting the zip file to your PC. When you run the MSI file, please ignore the Open File Security warning, regarding the publisher not verified message when installing the application.

When you download a file from the internet it is digitaly signed by your browser. Since the file is zipped the zip file is digitally signed but the MSI file is not.

We have not found any other problems with the installation, and regard this a bug of the operating system.

Component ‘MSCOMCT2.OCX’ or one of its dependencies not correctly registered: a file is missing or invalid.

1) Open a windows command prompt (or DOS window)

2) Navigate to the Windows\System32)

3) First unregister the file by typing)

regsvr32 /u mscomct2.ocx

and then press enter

4) Then register the file by typing

regsvr32 mscomct2.ocx

and then press enter

This should solve the problem

Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree.exe, from accessing the internet.

For Windows Vista, make sure InstallManager.exe, and BankTree.exe have been elevated to access the internet

The following link on the Mozzila site discusses firewalls and how to configure them for application access Click Here.

After you have downloaded the Install Manager Unzip the downloaded file, by either using WINZIP or the File Extract Utility with Windows Xp / Windows Vista

Run the Installation program InstallManager.msi

Run the BankTree Personal Finance Install Manager from the short cut on your desktop

Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree.exe from accessing the internet.

For Windows Vista, make sure InstallManager.exe and BankTree.exe has been elevated to access the internet

The following link on the Mozzila site discusses firewalls and how to configure them for application access Click Here.

Items in BankTree Personal Finance are either marked as Cleared Funds or Uncleared Funds.

Cleared Funds: Balance of funds that physically exist in your account.

Un cleared Funds: Balance of funds that that included future transaction not yet available in your account.

With the Cleared Funds check box enabled on the account summary screen, this will show your up to-date cleared balance. With this uncleared this will also include all uncleared-funds that have been added to the account even if the date of the transaction is a future date, such as a scheduled transaction.

With the Cleared Funds check box enabled on the account transaction screen, this will show all the transactions in black, that are within the selected date range. With the Cleared Funds check box cleared, this will also include all uncleared-funds that have been added to the account within the selected date range.

You can mark an item as being Cleared by editing the items Cleared Fund/ Item value. Such as Edit Account Transaction, Edit Investment Transaction etc. Or by running the Accounts -> Cleared Funds reconcilation feature.

BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken OFX and QIF file formats. Support for native CSV (comma separated value) ASCII or binary format is also included. Support is limited to one account per file, for multiple accounts you will need to import multiple files, each with a single account.

For QIF Files: bank transactions, cash transactions, credit card transactions, investment transactions, other liability transactions, and other asset transactions can be imported.

For OFX Files: bank transactions, cash transactions, credit card transactions can be imported.

QDF or Quicken backup files are not supported.

When Importing your data, the date format, for dates within the file must match the date format you select during the Import. You can choose the following formats - DAY/MONTH/YEAR, MONTH/DAY/YEAR, YEAR/MONTH/DAY.

If the date formats do not match you will get a data format invalid error, just correct the date format and re-run the import.

When you import your data, using OFX, or CSV file format, you will have to re-categorise your transactions from the default Credit, and Debit categories.

Once you have categorised your entries, any future imports you perform for the same Payee, will be automatically categorised.

If you make and receive payments to the same payees, it would better to import a small selection of entries, then categorise these first, before running a large import