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The knowledgebase is a categorized collection of answers to frequently asked questions (FAQ) and articles. You can read articles in this category or select a subcategory that you are interested in.


 BankTree Desktop 3.0 Personal Finance
       How to Upgrade from BankTree Personal Finance 2.0 to 3.0
       BankTree Desktop Personal Finance - Banking Subscription Service
       BankTree Personal Finance 3.0 - Restoring a Backup, Copying Data Files, Reinstallation, Reactivation
       How to download your statement from your bank directly
       BankTree Personal Finance 3.0 - File Imports
       BankTree Personal Finance 3.0 – Schedule Transactions
       BankTree Personal Finance 3.0 - Getting Started
       BankTree Personal Finance 3.0 - Adding entries from top or last row
       BankTree Personal Finance 3.0 - Setting-Up Categories
       BankTree Personal Finance 3.0 – Transfer Transactions
» More topics
 BankTree Online Personal Finance
       BankTree Online Personal Finance - Synchronising Bank Accounts
       BankTree Online Personal Finance - Categories
       BankTree Online Personal Finance - Transactions
       BankTree Online Personal Finance - Accounts
       BankTree Online Personal Finance - Import Existing BankTree Personal Finance Data File
       BankTree Online Personal Finance - Imports
       BankTree Online Personal Finance - Charts & Reports
       BankTree Online Personal Finance - Settings
       BankTree Online Personal Finance - Dashboard
       BankTree Online Personal Finance - BankTree Mobile
» More topics
 BankTree Mobile
       BankTree Mobile 2.0
       BankTree Mobile and BankTree Desktop Dropbox Folder File Synchronising
       BankTree Mobile Smart Sync
       Restoring your In App purchase
       BankTree Mobile Backup/Restore Images Folder

Articles in this Category

BankTree Personal Finance and Windows 10
We have tested BankTree Personal Finance 3.0 on Windows 10 and the software is working without any problems. Some customers who have upgraded to Windows 10, have found the following actions need to w...
Article rated 3.0/5.0
Upgrade to BankTree Personal Finance 3.0 now for £30.00
Hi there, As an existing user of BankTree personal finance 2.0, you can now upgrade to our latest package for £30.00. You must use the same email address you used when you purchased BankTree Pe...
Article rated 3.1/5.0
BankTree Online Personal Finance
Available now BankTree Online Personal Finance (BankTree Online). Our new online platform for managing your money on the move. BankTree Online will allow you to import live transactions from your Ban...
Article rated 2.8/5.0
5% Early Bird Discount on new purchase
Purchase BankTree Personal Finance 3.0 within 3-Days of your 30-Day trial to receive a special discount of 5%. Buy within 3-Days of your trial at a 5% discount of the full price, to purchase at £33.2...
Article rated 2.9/5.0
How to configure your Firewall
How to configure your Firewall Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree3.exe, from accessing the internet. For Windows Vista, make sure Instal...
Article rated 2.9/5.0
BankTree Personal Finance software 3.0 (24th December 2013)
Hi there, After a very long run with version 2.0 of BankTree Personal Finance, we got our heads down for the last couple of months and came up with version 3.0. So what's happening with version 2.0 ...
Article rated 3.1/5.0
File Imports - What is supported
File Imports - What is supported BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken (in the form of OFX, QFX and QIF file format...
Article rated 3.2/5.0
Error in backing up files. Path not found
When I exit BankTree I get the message "Error in backing up files. Path not found". What am I doing wrong? For BankTree Personal Finance 2.0: go to the tools menu and select options: For BankTree Per...
Article rated 2.6/5.0
Financial Times price update (July 2016)
As of 21st July 2016 Financial Times have changed the interface to their website. For users of BankTree Personal Finance v3.0 we have updated the software to reflect this change, and you will ne...
Article rated 2.9/5.0
Error in backing up files. Permission denied
When I exit BankTree I get the message "Error in backing up files. Permission denied". What am I doing wrong? You are getting this message because you are running multiple versions of the software. G...
Article rated 2.8/5.0
Installation Error - No program installed
This may be caused by the Windows Installer with an error code of 1359 Error 1359. An internal error occurred. while installing  the software Cause Windows update KB2918614 Security update for...
Article rated 3.3/5.0
How to use BankTree Personal Finance on a shared network or cloud
You can run the software from a shared drive or a cloud but will only be able to access the software from one of the computers at a time. This means there is no automatic file synching eg if a change ...
Article rated 2.8/5.0
How to set-up existing Investments
This article applies to: BankTree Personal Finance 2.0 but it is still useful for BankTree Personal Finance 3.0 How do I load up my existing investments? Set up a Cash Account on the Account Summa...
Article rated 2.3/5.0
BankTree 2.0 Final Build 2.13.6 (25th June 2013)
BankTree 2.0 final build 2.13.6 (25th June 2013)   Fixed QIF file import, transfers with apostrophe in account name Set default option to hide the reminder screen Fixed allocated ...
Article rated 3.6/5.0
How to set the number of decimals for the Amounts
The number of decimals should be set to 2 decimal places i.e (1.56789 will be shown as 1.57) If this needs to be reset Go to the Windows Start menu > Control Panel and select Region  On ...
Article rated 3.3/5.0
BankTree Personal Finance and the Apple Mac
BankTree Online personal finance is our browser based web application this will work on an Apple Mac using Safari or any supported browser on the Apple Mac. BankTree online will also work quite well o...
Article rated 3.9/5.0
How to reinstall the software
After my computer crashed I have lost all my files. How do I reinstall the software and my registration? If you have your backup files you can recover your registration by following this articles: B...
Article rated 3.6/5.0
How to Uninstall our software
How to Uninstall the software To Uninstall our Windows desktop software Go to the Windows Start Menu and select Control Panel Select Programs and Features Select the BankTree Personal Finance Software...
Article rated 3.4/5.0
Charts and Shareprice graphs not displaying correctly
This article applied to BankTree personal finance 3.0 When running any of the reports, the chart is normally displayed on the top of the screen. Charts are also displayed for the share price history....
Article rated 2.9/5.0
Browser does not open when buying through the splash screen
This article only applies when you are purchasing the software through the application splash screen. If you are unsuccessful following, the method in this article, you can revert to purchasing using ...
Article rated 2.8/5.0

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