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Helping you to Manage your Money

Who we are

BankTree Software Ltd are the UK's premier providers of personal finance and accounting software. A strong market leader in personal finance software; for home accounting, budgeting, bank statement checking and expenditure management.

In this website, the term BankTree Personal Finance refers to home personal finance software offered from BankTree Software Limited.

BankTree Software Limited has created this statement in order to showcase its commitment to privacy when you visit its websites. This statement discloses the information practices for the BankTree Personal Finance website, including what type of information is gathered and tracked, how the information is used, and with whom the information is shared.

Types of data we collect


The BankTree Personal Finance website places cookies, which are small data files, on your computer or handheld device. This is standard practice for all websites.

Cookies are essential for helping us deliver a high quality website and online shopping experience for our customers, and some collect information about browsing and buying behaviour.

By using and browsing BankTree Personal Finance website, you consent to cookies being used in accordance with our policy. If you do not consent, you must disable cookies or refrain from using the site.

Google Analytics

When someone visits BankTree Personal Finance website we use a third party service, Google Analytics, to collect standard internet log information and details of visitor behaviour patterns. We do this to find out things such as the number of visitors to the various parts of the site. This information is only processed in a way which does not identify anyone. We do not make, and do not allow Google to make, any attempt to find out the identities of those visiting our website.

Name and Email address

When someone registers to download BankTree Desktop, Sign Up to BankTree Online or register for our Money Saving offers, we will collect your Name and Email address we do this so that we can send your details of the product you have registered for. We don't rent or trade email lists with other organisations and businesses.

Name, Address and Date of Birth

When someone registers to use Online Banking to download their bank details, we will collect your Name, Address and Date of Birth. We do this so that we can verify someone has not accessed your bank details fraudulently. We may be required to provide this information to a legal authority, if there is an investigation for fraud or money laundering.

Mailing List

As part of the registration process for our newsletter, we collect personal information. We use that information for a couple of reasons: to tell you about stuff you’ve asked us to tell you about; to contact you if we need to obtain or provide additional information; to check our records are right and to check every now and then that you’re happy and satisfied. We don't rent or trade email lists with other organisations and businesses.

You can update and change how we can communicate with you by updating your Communication settings.

Protection of Sensitive Data

We implement industry-standard security measures to safeguard your sensitive data against unauthorized access, disclosure, alteration, or destruction. These measures include:

  • Encryption: We use encryption protocols to protect sensitive data during transmission and storage.
  • Access Controls: We restrict access to sensitive data to authorized personnel only, who are bound by confidentiality obligations.
  • Security Audits: We regularly conduct security audits and assessments to identify and address potential vulnerabilities.
  • Data Minimization: We collect and retain only the minimum amount of sensitive data necessary for the intended purpose.
  • Employee Training: Our staff undergo regular training on data security best practices to ensure compliance with our policies and procedures.

Access to your personal information

You are entitled to view, amend, or delete the personal information that we hold. Email your request to

Changes to this privacy notice

This policy will be reviewed in 12 months time. Our last review was on 8th March 2024.

This site contains links to other sites. BankTree Software Limited is not responsible for content, privacy practices, or policies of other sites apart from those of its subsidiaries.

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