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  • Added Option Show Ledger View - to show table rows in alternative colours.
  • Added Edit menu bar with Copy, Paste, Insert and Find facility.
  • Added Copy / Paste facility for Transactions, Investments and Schedules.
  • Updated the Reminders function to include all overdue reminders.
  • Added new option to show/hide Overdue reminders.
  • Update to OFX import reference field.
  • Reminders to show credit transfer amount.
  • Added Financial Times and MSN Money UK data providers.

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.
  • You will also need to correct and update each data file go to the Tools Menu and select Validate File
  • Bloomberg Price Updates.
  • Invalid Property Fix.
  • Investment Transaction Report updated.

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.
  • You will also need to correct and update each data file go to the Tools Menu and select Validate File
  • Balance Account facility updated.
  • Help File updated.
  • All transactions shown by default, date filter removed.
  • Added additional QIF header for imports.

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File
  • Fix for Budget report 4 Weekly and Fortnightly budgets

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File
  • CSV Import, default Payee imported where none is supplied
  • Fix for investment downloads
  • Additional precision for currency and investments
  • Fix for European number settings, currency / stock prices
  • Fix for Schedule items
  • File Associate .DAT with the BankTree Personal Finance Application
  • Account Balance Fixes
  • Shedule Items Fixes
  • Report Fixes
  • minor interface tweaks etc

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File
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