Try a Free Trial

Helping you to Manage your Money


This update contains the following changes

  • Option to manually enter the exchange rate, where currency rates are not available

BankTree Online is now available, for the same cost as the monthly subscription service, you get all the features of the desktop application and live transactions from your online banking sign up for a 7 day free trial

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file
  • Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
  • If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
  • BankTree Mobile will synchronise with BankTree personal finance 3.0, and BankTree Online

This update contains the following changes

  • Update to the banking subscription function: When the consent for open banking expires you can create a new login. The previous details are now attached to the new login.
  • After the consent expires the user is asked to create a new login. After creating the login and providing the consent, the login is attached to the existing bank accounts for the same bank.

BankTree Online is now available, for the same cost as the monthly subscription service, you get all the features of the desktop application and live transactions from your online banking sign up for a 7 day free trial

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file
  • Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
  • If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
  • BankTree Mobile will synchronise with BankTree personal finance 3.0, and BankTree Online

This update contains the following changes

  • Fix for schedules - generate forecast excludes items already added to account for non recurring items.

BankTree Online is now available, for the same cost as the monthly subscription service, you get all the features of the desktop application and live transactions from your online banking sign up for a 7 day free trial

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file
  • Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
  • If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
  • BankTree Mobile will synchronise with BankTree personal finance 3.0, and BankTree Online

This update contains the following changes

  • Join Transfer; allows you to join transactions from different accounts creating a transfer transaction this is available from the EDIT Transaction menu
  • Undo the last import - undo all the transactions you have just imported from a file import.
  • Undo the last Bank Synchronisation - undo all the transactions you have just imported from a Bank Synchronisation.
  • Added the ability to overtype an investment transaction total, on editing the transaction.

BankTree Online is now available, for the same cost as the monthly subscription service, you get all the features of the desktop application and live transactions from your online banking sign up for a 7 day free trial

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file
  • Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
  • If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
  • BankTree Mobile will synchronise with BankTree personal finance 3.0, and BankTree Online

This update contains the following changes

  • Update to BankTree subscription service fixed last updated date

BankTree Online is now available, for the same cost as the monthly subscription service, you get all the features of the desktop application and live transactions from your online banking sign up for a 7 day free trial, existing users get one months access free.

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file
  • Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
  • If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
  • BankTree Mobile will synchronise with BankTree personal finance 3.0, and BankTree Online
×
We are using cookies to help us give you the best experience of our site. By continuing to use the site without changing your settings, you are agreeing to our use of cookies. I understand