This update contains the following changes
- Online banking import will match existing banking transactions AND exact match other transactions
- OFX import will match existing banking transactions, and Allow for Exact match or Pattern match for other transactions
- Category sorting updated
- Support for QFX banking and investment transactions
Details of how to setup the banking subscription service can be found here
To get these changes download the software from our web site.
If you have BankTree Personal Finance software 3.0 already installed:
- After backing up your data file
- Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
- If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
- BankTree Mobile will only synchronise with BankTree personal finance 3.0.
This update contains the following changes
- Added support for online banking using the banking subscription service
- Interface bug fixes
- OFX files exact match (overrides user selection)
- Online banking, added fix for last update date to be last imported transaction date (13 Dec 2016)
- Online banking, added check number and description fields (13 Dec 2016)
- Date format fix for 2 digit year (23 Dec 2016)
Details of how to setup the banking subscription service can be found here
To get these changes download the software from our web site.
If you have BankTree Personal Finance software 3.0 already installed:
- After backing up your data file
- Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
- If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
- BankTree Mobile will only synchronise with BankTree personal finance 3.0.
This update contains the following changes
- Fix for the following reports; spending by Category, Payee, Monthly income and expense
To get these changes download the software from our web site.
If you have BankTree Personal Finance software 3.0 already installed:
- After backing up your data file
- Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
- If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
- BankTree Mobile will only synchronise with BankTree personal finance 3.0.
This update contains the following changes
- Category filtering on budget screen
- Updates to import screen, management screen, settings screen
- Support for non Western languages
- Update to installation package
To get these changes download the software from our web site.
If you have BankTree Personal Finance software 3.0 already installed:
- After backing up your data file
- Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
- If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
- BankTree Mobile will only synchronise with BankTree personal finance 3.0.
This update contains the following changes
- Update to QIF import
To get these changes download the software from our web site.
If you have BankTree Personal Finance software 3.0 already installed:
- After backing up your data file
- Go to the Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
- If you are prompted to restart your computer - this means the Install Manager has been updated only. You would therefore need to re-run the Install Manager after the reboot
- BankTree Mobile will only synchronise with BankTree personal finance 3.0.