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.