BankTree Personal Finance Accounting Software

Ref #3, suggest also that a date may be entered when balancing a account. That date should be the statement date so you will know next time the point when it was last done.

1) How do you add an investment, without it affecting say a cash account? By this I mean I'm trying to show the brought forward balances of holdings, with their original cost. 2) Often unit trusts / offshore funds are not quoted, so you should not be forced to enter a symbol and source for pricing a...

2) Manually changing the other side really is not practical. This "feature" has created 247 such items already for me as it's only the beginning of March. Both sides should have been "Transfer". Please can this be fixed? 3) Thanks! When balancing an account however, two suggestions which are i) do n...

1) Accounts screen. Would it be possible to reduce the space between accounts on the "Accounts" scren to fit more items on it, or make it user defined? 2) Transfers. When you do a Transfer, using "Transfer" as a category, it works fine for the debit account, but on the credit side it comes through a...

I have to agree, having all the items in the account is not helpful. It makes it much easier if they are entered as they are due, or with x days notice, both options being user driven.