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Helping you to Manage your Money

Available now BankTree Online Personal Finance Software (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 banks and finance institutions in the UK and Europe at the moment, Click Here to check if your bank is supported.

Bank Level Security Our web site security certificate uses 2048 bit encryption so it makes it harder for hackers to snoop on your information. We never store passwords, so no one has access to your account. We log, all logins from all devices, and let you see these in your account, so you know who has access. We provide support for Two Factor authentication, an additional layer of security, allowing you to enter a code from a mobile app.

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

BankTree Online Personal Finance software 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 and finance institutions in the UK and Europe at the moment, you can check using this link for which ones are available.

How many Banks will my monthly subscription cover?

Your monthly subscription will give you access to 3 banks, this includes deleted logins. Any additional banks are charged at £1 per bank per month.

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 three 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.


First published 24th October 2017

Updated 6th April 2020

Updated 7th August 2020

Updated 26th February 2023

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