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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

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