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What's new in BankTree Personal Finance software 2.0 |
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We are pleased to announce BankTree Personal Finance software 2.0 - Here is a quick list of what is new. Latest build is 2.0.7 (5th July 2008)
- New Trial licence without any limitations for 14 days
- Comprehensive sample data, with each new installation
- Account login enabled
- Account deletion password protection
- Automated licence entry
- Improved licensing options giving you more value for money
- New Accounts Screen
- Bank information against each Account
- Opens Banks web site if available
- Account Groups
- Currencies against each Account
- Opening Balance
- Closed Account
- Verify Accounts Balance
- Verify Clear Funds
- Reminders window
- New Account Transaction Screen
- Improved screen layout for readability
- Transactions shown by date filters
- Show Cleared/Un cleared Funds
- Search Text Option to help find records
- Show on Startup option, allowing you to go directly to your transactions
- Add/Edit Transactions
- Transaction Type of: Transfer, Income and Expense
- New Transfer transaction type, allows transfer from one account to another, and different currency
- Download latest currency
- Selection of Payment Type, Payee, and Category, and Sub Category
- Process items as immediately cleared
- Allocated items to separate categories
- Add transactions to schedule
- Delete multiple transactions
- Right Click Menu simplified with new Cleared and Reconciled options
- New Auto Allocate feature
- New Scheduling Screen
- Select Date Range for transaction
- Select Schedule Frequency
- All other options as per Account Transaction Screen
- Can add as un cleared item directly
- Can view in calendar which days will be effected.
- Now also integrated into the payments reminder option, which shows forthcoming payments, and debits within the accounts screen.
- New Investment Screen
- Select Symbols and Investments from online providers
- Download latest price information.
- Keep historical price information.
- Add stocks, shares, dividends to your Accounts
- Choose from a variety of stock markets.
- New Payees Screen
- Add/Edit Payees
- Merge Payees
- Delete Payees - with multiple delete option
- New Category Screen
- Add/Edit Category and Sub Categories
- Merge Category
- Delete Category - with multiple delete option
- Add a category budget and define a budget period
- New Payment type Screen
- Add/Edit Payment type
- Delete Payment Type
- New Reports
- Cash Flow
- Monthly Statement
- Transactions Report
- Investment Report
- Spending by Payee
- Spending by Category
- Spending by Payment Type
- Budget by Category
- Net Payments
- Net Income
- Report Selection Filters
- Date From /To
- Payee
- Category
- Payee
- Custom Reports
- Import Files options - OFX, QIF, CSV (With duplicate checking)
- Improved QIF import facility
- Export Files options - OFX, QIF, CSV, XLS
- New check online for updates.
- Tools Menu
- Backup and Restore Files
- Calculator
- Stock Look up
- Currency Look up
- Loan Calculator
- Mortgage Calculator
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Last Updated ( Aug 21, 2008 at 09:04 PM )
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