- BankTree Personal Finance software 3.0 top-bottom and bottom-top release
- Enter new entries top-bottom with first line entry or bottom-top with last line entry
- Updates to budget reports
- Updates to monthly income/expense report
- Updates to software regarding interface changes and bug fixes
You can also read the knowledgebase support article BankTree Personal Finance 3.0 - Adding entries from top or last row
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 help menu and select check for updates
- 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 check for updates after the reboot
- You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
- BankTree Personal Finance software 3.0 rise from the ashes release
- Update to Bloomberg share price download
- Accounts can be assigned account groups
- Accounts bar now shows account groups
- Schedule payments can now enter fixed number of payments
- Updated Account summary report for account groups. For subtotals amend the report filter and subtotal by group
- Updates to software regarding interface changes and bug fixes
To get these changes download the software from our web site (If you have not installed before).
If you have version BankTree Personal Finance software 2.0 or 3.0 already installed:
- After backing up. Go to the Help menu and select Check for Updates.
- This will run the Install Manager which will install the latest version.
- You will be able to run both version 2.0 and 3.0 side by side.
- BankTree Personal Finance software 3.0 roll up release
- Updates to software regarding interface changes and bug fixes
To get these changes download the software from our web site (If you have not installed before).
If you have version BankTree Personal Finance software 2.0 already installed:
- After backing up. Go to the Help menu and select Check for Updates.
- This will run the Install Manager which will install the latest version.
- You will be able to run both version 2.0 and 3.0 side by side.
- BankTree Personal Finance software 3.0 initial release
- Details of new features and functions to follow
To get these changes download the software from our web site (If you have not installed before).
If you have version BankTree Personal Finance software 2.0 already installed:
- After backing up. Go to the Help menu and select Check for Updates.
- This will run the Install Manager which will install the latest version.
- You will be able to run both version 2.0 and 3.0 side by side.
- Fixed QIF file import, transfers with apostrophe in account name
- Set default option to hide the reminder screen
- Fixed allocated items (split transactions) amend screen
- Fixed date selection reset for schedule items
- Fixed screen refresh on adding schedule items
- Update Schedule Date is a configurable option (Options screen). This sets the schedule start date to the next payment date.
To get these changes download the software from our web site (If you have not installed before).
To update an existing version:
- After backing up. Go to the Help menu and select Check for Updates.
- This will run the Install Manager which will install the latest version.