• Supports Multiple Windows Logons / Multiple Data Files
• Speeded up adding automated schedules on start up.
• Added Reconcile payments to multiple transactions edit dialogue
• Added ability to resize the reconcile account / clear funds screen
• Added Ability to create a folder when running the backup files function
• Amended OFX file import
• Amended decimal precision for investments
• Various other interface changes
• Go to the Help Menu -> Check for Updates, to get these changes.

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 payment pages - this shows a summary of your payment allowing you to pick your payment provider PayPal or NoChex. After selecting a payment provider you will be taken to the appropriate website.
4. Complete your payment details.
5. Check you have received your email from PayPal or NoChex, 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 or NoChex processes the payment).

If the software has still not been activated please Contact Us

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

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.

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.

MNY, 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

The auto-categorise feature for account transactions rapidly reduces the amount of information you need to complete. This does not apply to Transfers, Allocated Items, or Scheduled Items.

To begin with, when entering an Account Transaction, enter all required information for all your Payees, including categories etc

When you have entered all payee information, when adding a new transaction, select the 'LESS' button on the Account Transaction dialogue box, this will allow you to auto-categorise based on entering just four pieces of information about the transaction.

To backup your data, on to any media, use the Backup Files function. This function is only available if you have registered. We recommend registered users (as with any software application) back up their data consistently.

To restore the data the restore files function can be used.