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 BankTree Online Personal Finance

Solution

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 Bank directly into the web application and automatically categorised. Monthly Starter subscriptions are only £3.50 per month, with the option of purchasing a yearly subscription for £35.00 giving 2 months access for free. We have added support for over 50 institutions in UK and Europe, Click Here to check if your bank is supported.

To get access to the BankTree Online Personal Finance SIGN UP HERE

If you have already purchased the banking subscription for the desktop application, then your subscription will also give you access to BankTree Online. Details of how to synchronise your bank with the software can be found in this support article

If you are an existing user of BankTree Desktop version 2.0 or version 3.0, you can import your existing data file into BankTree Online just follow this article here. Existing customers get one months access for free.

BankTree Online Personal Finance will also synchronise with the BankTree mobile app, just select Enable BankTree Online from the settings. Each time you add a transaction it is also synchronised with the web application. Just swipe the dashboard to updated the mobile app with the latest data from your account.

To go online please SIGN UP HERE

Frequently Asked Questions

Which UK Banks do you support?

We support over 50 banks in UK and Europe at the moment, you can check using this link  http://www.banktree.co.uk/online-banking-providers.html for which ones are available.

How many Banks will my monthly subscription cover?

Your monthly subscription will give you access to ALL of your banks you are not charged per bank.

Do I need a separate subscription per computer?

You only need ONE, subscription it can be used on multiple computers without additional charge

How many months of transactions can I download?

You can download two months of transactions, this is the limit set by the banking provider.

Will you have access to my Bank Details?

No, we do not store details of your Bank logons on our servers. Your details are stored locally on your computer and passed via the TrueLayer service to access your accounts.

How secure is my data ?

TrueLayer uses high level banking security 2048 bit encryption on its web site when you access its service.

How can I trial the banking service?

This is available as part of your 7 day trial of BankTree Online

How can I cancel my subscription?

You can cancel this at any time before the next payment is due. You can cancel through PAYPAL or STRIPE. You can continue to use the service until the subscription period ends.

 

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Updated 7th August 2020


 
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