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.

Using the BankTree personal finance software, you can organize your finances much better. Download you statements from your online institutions and have them available in one easy to use application.

Most financial institutions provide the ability for you to view your account balance using the Internet, and will also provide a mechanism to download this information to your PC. Follow the instructions contained in the BankTree application regarding file imports to have this information readily available.

Using the BankTree personal finance software, you can easily view your financial health. Bank accounts, building society accounts, credit card accounts etc can all be entered into the BankTree personal finance application.

Using the BankTree personal finance software, not only do you have a simple and easy mechanism to enter your financial information — you also benefit from up to 10 different reports ranging from standard bank statements to monthly income and expenditure. Examine how you spend your money; by category, or how well you are sticking to your budget, or even to whom you are making regular payments to, and even by payment type!

Using BankTree’s personal finance software you can eliminate debt. Having many financial institutions — such as banks, credit card companies, store card etc, debt can quickly build up without you noticing. With most people having multiple credit cards (on average up to 8) to know what your debt is — is the first step in trying to sort it out without the need to resorting to expensive financial consultants, and more debt in the form of consolidated loans.

Using the BankTree personal finance software you can get a consolidated view of your debt, across all your financial institutions, and know how much you owe.

Using the BankTree personal finance software, save time by automatically downloading banking, credit card, and other information from your financial institution instead of entering it manually. Most financial institutions provide the ability for you to view your account balance using the Internet, and will also provide a mechanism to download this information to your PC. Follow the instructions contained in the BankTree personal finance application regarding file imports to have this information readily available.

Use the BankTree personal finance ‘Balance Account’ and ‘Cleared Funds’ feature to reconcile your bank balance — keeping tabs on your checked and unchecked balance.

Using the BankTree personal finance software, you can set up budgets against each catgory, and set up regular payments (schedule payments) such as bills, or expected income on a recurring basis be this daily, weekly or monthly etc. By viewing the Budget report - select the date range you need to know your budget for, and have this calculated for you, allowing you to save or spend with better control.