Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree3.exe, from accessing the internet.
For Windows Vista, make sure InstallManager.exe, and BankTree3.exe have been elevated to access the internet
The following link on the Mozzila site discusses firewalls and how to configure them for application access Click Here.
Items in BankTree Personal Finance are either marked as Uncleared Funds, Cleared Funds or Reconciled.
Uncleared: These represent transactions you have entered but have not yet checked with your bank
Cleared Funds: These are transactions that physically exist in your account.
Reconciled Funds: These are transactions that physically exist in your account, which have also been checked against your statement.
BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken OFX and QIF file formats. Support for native CSV (comma separated value) ASCII or binary format is also included. Multiple accounts can also be imported from your QIF or OFX file if they contain them.
For QIF Files: bank transactions, cash transactions, credit card transactions, investment transactions, other liability transactions, and other asset transactions can be imported.
For OFX, QFX Files: bank transactions, cash transactions, credit card transactions, investment transactions can be imported.
MNY, QDF or Quicken backup files are not supported.
When Importing your data, the date format, for dates within the file must match the date format you select during the Import. You can choose the following formats - DAY/MONTH/YEAR, MONTH/DAY/YEAR, YEAR/MONTH/DAY.
If the date formats do not match you will get a data format invalid error, just correct the date format and re-run the import.
When you import your data, using OFX, or CSV file format, you will have to re-categorise your transactions from the default Credit, and Debit categories.
Once you have categorised your entries, any future imports you perform for the same Payee, will be automatically categorised.
If you make and receive payments to the same payees, it would better to import a small selection of entries, then categorise these first, before running a large import
The auto-categorise feature for account transactions rapidly reduces the amount of information you need to complete. This does not apply to Transfers, Split transactions
When entering details of your transactions as you start to complete the payee details, etc the category and further fields are completed for you - helping you to complete your transaction details quicker.
You will need to do this if you are moving your data to another computer or just keeping your data safe.
To backup your data, on to any media, use the File Backup function. We recommend users (as with any software application) back up their data consistently.
To use the backup function go to the File menu and select Backup. You will need to have your back-area ready; choose a folder on your computer or a separate disk drive
To restore the data the restore files function can be used, this is again under the file menu.
- On the registration screen click on the Buy Now button.
- Fill in your user information and confirm you wish to purchase.
- Click Next, you will be taken to the payment pages - this shows a summary of your payment allowing you to pick your payment provider PayPal. After selecting a payment provider you will be taken to the appropriate website.
- Complete your payment details.
- Check you have received your email from PayPal, confirming your payment.
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Go back to the registration screen, and click Buy Now. The registration screen will check if your payment has been received successfully.
If it has the software will become activated. (There may be a short delay while PayPal processes the payment).
If the software has still not been activated please submit a Support ticket
Using the BankTree personal finance software, you can organize your finances much better. Download you statements from your online institutions and have them available in one easy to use application.
Most financial institutions provide the ability for you to view your account balance using the Internet, and will also provide a mechanism to download this information to your PC. Follow the instructions contained in the BankTree application regarding file imports to have this information readily available.
Using the BankTree personal finance software, you can easily view your financial health. Bank accounts, building society accounts, credit card accounts etc can all be entered into the BankTree personal finance application.
