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