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Helping you to Manage your Money

BankTree Online Personal Finance Software

BankTree Online, Our personal finance software, makes managing your money on the move, really easy. With more functionality, users can easily manage their finances.

Bank Level Security Our web site security certificate uses 2048 bit encryption so it makes it harder for hackers to snoop on your information. We never store passwords, so no one has access to your account. We log, all logins from all devices, and let you see these in your account, so you know who has access. We provide support for Two Factor authentication, an additional layer of security, allowing you to enter a code from a mobile app.

  • Works on Windows, Apple Mac, Linux and any operating system that supports a browser (tested on Google Chrome, Internet Explorer, Firefox and Safari)
  • Setup cash or investment accounts, to which you can assign your bank details.
  • Support for multiple currencies.
  • Set opening balances and close accounts to help with your year end.
  • Synchronise your accounts with your bank or financial institution to download live transactions, and have them automatically categorised.
  • Import your bank statement from your online bank or other financial packages, Import from Microsoft Money or Quicken (OFX, QFX, QIF files), Export to Microsoft Excel, CSV, PDF
  • All major UK Banks. With support for over 50 financial institutions in UK and Europe.
  • Manually key in your payment and receipt details, if you choose to do so.
  • Add income, expenditure, and transfers between accounts, split transactions between different categories and transfers.
  • Easily add Budgets, having different budgets for each month or average budgets, over weeks, months, year etc
  • Choose from the existing categories and payment types or add and amend your own. Merge details of existing categories, payees, payment types.
  • Choose from 24 reports and charts, that show how you finances are doing. Add filters, grouping, currency and charting features.
  • 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.View list of schedules of calendar of up and coming payments.
  • Forecast your schedules showing how this affects your net worth over months and years, with forecast charts and tables.
  • Email and application alerts for Balances, Budgets and transaction limits.
  • Add investments, updated prices for NASDAQ and FTSE 100 added automatically, and investment transactions such as dividends, stock and shares, record your share movements and share price history.
  • Reconcile your cash accounts against your statements. Including reconciliation report
  • Our Savings Goal tool, allows you to add your mortgage repayment schedule to your account.
  • You can now automatically add sales tax (VAT) to your transactions, including a sales tax report
  • Get BankTree Online Personal Finance Software, and manage multiple accounts.

Start to benefit from BankTree Online Personal Finance software today. For up to date price information and to find out how to make a purchase go here.

To find out about BankTree Desktop personal finance software features

To find out about BankTree Mobile personal finance software features

Subscription Pricing , is charged according to your country of residence. Current Starter Annual subscriptions are £35 (inc VAT) for UK residence, EUR 35 (plus EU VAT) for European residence, and $40 for US and other countries.

What people are saying about BankTree Personal Finance Software

Suitable for my needs. I use to use Microsoft Money but it is no longer available in the UK. This product is different from Money but I am getting use to it.

BankTree Desktop Personal Finance Software

"This is just to say a huge thank you for your software. I have been using a very old UK version of Quicken for ages and I knew at some point I would have to move from Qicken as it is not supported for UK any longer. As I have used it since 2006 I was worried that I would find it hard to use a different financial package. I was forced into getting new software because my work will no longer allow unauthorised software on my work laptop and the version of Quicken I had would not load on my new personal laptop as it is Windows 7. I found your website through Google and because it was recommended by Which? and I decided to go with you and downloaded it two days ago. It is so wonderfully easy to use and I am over the moon that I could import all my accounts and history from Quicken. Thanks you again, and long may you continue developing your personal finance package!"  

BankTree Desktop Personal Finance Software

BankTree has shown that they are committed to improving their product year by year, and if they continue this trend, we could see their software competing for a spot in our top three - Top Ten Reviews.

BankTree Desktop Personal Finance Software

Editors Pick - Brothersoft

BankTree Desktop Personal Finance Software
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