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This update contains the following changes

  • Update for Bloomberg stock and fund prices (13th Nov 2017)
  • Update to currency downloads - No longer using Yahoo for currency exchange rates
  • Fixed Category / Subcategory Order in Report Filters
  • Fixed Cloud synchronisation for metric number formats
  • Update archiving, for cash accounts only
  • Update to Online Banking Subscription service - Now allows for both Pending and Actual transactions. Import has been extended to include same matching as manual import.

Update 4th November 2017

Details of how to setup the banking subscription service can be found here

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

This update contains the following changes

  • Update to investment downloads - Fix for Yahoo Finance
  • Update to portfolio screen Cost Basis calculation
  • Update to Online Banking Subscription service - download from last update will now automatically look for missing transactions 10 days prior to the last successful download.

Details of how to setup the banking subscription service can be found here

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 only synchronise with BankTree personal finance 3.0.

This update contains the following changes

  • Update to investment downloads - added progress bar and download speed improvement
  • Update to allow todays price to be downloaded again (11 March 2017)

Details of how to setup the banking subscription service can be found here

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 only synchronise with BankTree personal finance 3.0.

This update contains the following changes

  • Online banking import will match existing banking transactions AND exact match other transactions
  • OFX import will match existing banking transactions, and Allow for Exact match or Pattern match for other transactions
  • Category sorting updated
  • Support for QFX banking and investment transactions

Details of how to setup the banking subscription service can be found here

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 only synchronise with BankTree personal finance 3.0.

This update contains the following changes

  • Added support for online banking using the banking subscription service
  • Interface bug fixes
  • OFX files exact match (overrides user selection)
  • Online banking, added fix for last update date to be last imported transaction date (13 Dec 2016)
  • Online banking, added check number and description fields (13 Dec 2016)
  • Date format fix for 2 digit year (23 Dec 2016)

Details of how to setup the banking subscription service can be found here

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 only synchronise with BankTree personal finance 3.0.