BankTree Personal Finance and Budgeting Software Helping you to Manage Your Money
Home arrow At a glance arrow BankTree Personal Finance at a glace
BankTree Personal Finance at a glace
 
Availability
  • New improved user interface
YES
  • Password enabled Account login
YES
  • Assign Account Groups and Bank Accounts to your Accounts
YES
  • Set Opening balances and Close Accounts to help with your year end
YES
  • Import your bank statement from your online bank or other financial packages in OFX, QIF, and CSV format. Export to OFX, QIF, CSV and Microsoft Excel, now with duplicate record checking.
YES
  • Manually key in your payment and receipt details, if you choose to do so.
YES
  • Add Income, Expenditure, Transfer between accounts, allocate items to separate categories
YES
  • Choose from the existing categories & sub categories, payment types, and payees or add and amend your own. Also merge payee and categories
YES
  • Choose from 10 reports, that show how you finances are doing.
YES
  • Add Investments and Investment transactions such as dividends, stocks and shares, keep historical price information, and download latest rates instantly
YES
  • Add scheduled payments, such as Income and expenditure, and transfers between accounts. Choosing to add to your account transactions immediately or at a later date
YES
  • Reconcile Cleared payments and Verified records
YES
  • Payment Reminder Feature, showing future payment and income, and with password protected accounts
YES
  • Variety of helpful tools, check currency rates, stock rates, loan calculator, and mortgage calculator
YES
  • Online Web Updates, future release information, helping to deliver data changes seamlessly
YES
  • Number of Users
Single User
  • Number of Accounts
Multiple

No other Personal Accounting or Budgeting Software can give you so much at these prices!. Start to benefit today, Click Here to download the free trial version now.




Last Updated ( Aug 22, 2008 at 12:00 AM )