We are pleased to announce BankTree Personal Finance software 2.0 - Here is a quick list of what is new. Latest build is 2.0.8 (17th July 2009)

• New Trial licence without any limitations for 14 days
• Comprehensive sample data, with each new installation
• Supports Multiple Windows Logons / Multiple Data Files
• 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
• Show cleared funds, Show closed accounts, and Show Reminders is now available under the View menu.
• New Account Transaction Screen
• Improved screen layout for readability
• Account quick selection
• 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
• Reference field
• New Transfer transaction type, allows transfer from one account to another
• 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
• Amend multiple transactions
• Jump to Schedule item or Transfer item with right mouse click.
• Right Click Menu simplified with new Cleared and Reconciled options
• Autofill Transactions feature
• Additional Income and Payment totals
• Show Cleared Funds is now available from the View menu
• New Scheduling Screen
• Select Date Range for transaction
• Select Schedule Frequency
• All other options as per Account Transaction Screen
• Added Allocated items to separate categories
• Can add as un-cleared item directly
• Automatically add item to account as cleared item when due.
• 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
• Added new data providers allowing Stocks / Funds / Trust etc
• 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
• Monthly Cash Flow
• Account Transactions
• Budget Allocation
• Investment Report
• Scheduled Transactions
• Investment Gains and Losses
• Investment Transactions
• Spending by Category
• Spending by Payee
• Spending by Payment Type
• Net Payments
• Net Income
• Un-cleared funds
• Un-reconciled funds
• Custom Reports
• Report Selection Filters
• Date From /To
• Payee
• Category
• Payee
• Currency rate selection
• Report on
• Closed Accounts
• Cleared Funds
• Import Files options - OFX, QIF, CSV (With duplicate checking)

• Export Files options - OFX, QIF, CSV, XLS

• New check online for updates.

• Tools Menu
• Backup and Restore Functions
• Command Line Backup Utility
• Calculator
• Stock Look up
• Currency Look up
• Loan Calculator
• Mortgage Calculator