Try a Free Trial

Helping you to Manage your Money



BankTree Personal Finance
BankTree Software Technical Support

Hello, how can we help?

Suggested knowledgebase articles:

Submit a ticket

Submit a new issue to a department

View existing tickets

View tickets you submitted in the past

Knowledgebase

  • BankTree Personal Finance 3.0 Desktop Tutorials
  • BankTree Personal Finance Online Articles
  • Top articles
  • Latest articles

How to Buy BankTree Personal Finance 3.0

How to purchase the full version of BankTree Personal Finance.

 

Screen Layouts

In this tutorial you will learn about how to use the screen layout, the accounts bar, account register, investment register and the reports screen layout, making entry, easy and fun.

 

Accounts

In this tutorial you will learn about creating a new data file, creating accounts, different types of accounts and the accounts bar.

 

Categories & Budgets

In this tutorial you will learn about categories and budgets, what they are, how to set them up and how to use the budget report.

 

Importing Files

In this tutorial you will learn about importing files, CSV files and Quicken / Ms Money file formats such as QIF / QFX / OFX. You will learn about formatting your file correctly, matching duplicate records, setting up import rules and categorising entries.

 

Account Transactions

In this tutorial you will learn about the account register, entering transactions, account transfers, foreign currencies transfers, and split transactions. You will learn about setting up accounts, groups, banks, payees, categories, payments, keywords, attaching receipts and account passwords.

 

Securities & Investments

In this tutorial you will learn about settings up securities and investment accounts. You will learn about the investment downloads, price history, and transaction history, how to create investment transactions and about the investment reports.

 

Scheduled Items

In this tutorial you will learn about scheduled items, creating schedule transactions for both your cash and investment accounts. Dealing with fixed and variable payments. You will also learn about scheduled reminders and forecasting / future transactions.

 

Cloud Synchronisation

In this tutorial you will learn about setting up cloud synchronisation between the desktop application and the mobile app. You will learn how to register the mobile app with Google Drive, how to synchronise your files, and adding transactions on the mobile app.

 

Account Reconciliation & Checking

In this tutorial you will learn about account reconciliation, how to check your bank statement and reconciling your account transactions.

 

Reports, Exports & Print

In this tutorial you will learn about reports, file export and printing.

 

Backup, Restore & Archive

In this tutorial you will learn about backing up files, restoring files and file archiving.

 

BankTree Online Personal Finance - Synchronising Bank Accounts

Category: BankTree Online Personal Finance

BankTree Online Personal Finance bank synchronisation supports downloading of live transactions directly from your bank or financial institution. Click Here to check if your bank is supported. Click...

19,423
(157)

BankTree Online Personal Finance - Import Existing BankTree Personal Finance Data File

Category: BankTree Online Personal Finance

BankTree Online Personal Finance will allow you to bring your data files from the BankTree desktop application. Click on the Import icon on the top menu and the Import screen is shown. There a 2 ways...

5,809
(39)

BankTree Online Personal Finance - Imports

Category: BankTree Online Personal Finance

BankTree Online Personal Finance will allow you to bring your data files from other software applications or from your Bank / financial institution. Click on the Import icon on the top menu and the Im...

5,624
(35)

BankTree Online Personal Finance - BankTree Mobile

Category: BankTree Online Personal Finance

BankTree Online Personal Finance will allow file synchronisation with BankTree Mobile. BankTree Mobile (for Android and iOS), can be download from the download area If you need to synchronize your fi...

4,245
(34)

BankTree Online Personal Finance - Dashboard

Category: BankTree Online Personal Finance

BankTree Online Personal Finance Dashboard shows at a glance a summary of your finances. This section will show the following tools and functions Net Worth Tile Budget Tile Expense Tile Income Til...

4,382
(25)

BankTree Online Personal Finance - Accounts

Category: BankTree Online Personal Finance

BankTree Online Personal Finance is centred around accounts. Accounts can represent a bank account (saving, current, checking in), credit or debit cards, investment accounts or assets such as a house,...

7,354
(27)

BankTree Online Personal Finance - Transactions

Category: BankTree Online Personal Finance

In BankTree Online Personal Finance transactions are added to Accounts. Depending on the Type of Account you have you can add different types of transactions. For Cash Accounts you can add Income, Exp...

7,247
(30)

BankTree Online Personal Finance - Schedules

Category: BankTree Online Personal Finance

In BankTree Online Personal Finance schedules are added to Accounts and they are used to enter recurring transactions, and for forecasting. Schedules can be added for both Cash and Investment Accounts...

4,025
(20)

BankTree Online Personal Finance - Reconciliation

Category: BankTree Online Personal Finance

In BankTree Online Personal Finance reconciling accounts is a process of checking the balance on your bank statement and correlating this with the online application. To start to reconcile your accou...

3,579
(21)

BankTree Online Personal Finance - Split Transactions / Schedules

Category: BankTree Online Personal Finance

In BankTree Online Personal Finance split transactions and split schedules are created after adding the transaction or schedule. The SPLIT menu item will only work when you a have a single item select...

2,554
(19)

BankTree Online Personal Finance - Budgets

Category: BankTree Online Personal Finance

Budgets are added across all accounts and are added to categories. To add a budget click on the Add Budget button either on the Dashboard, the top menu or the budgets page after selecting the budgets ...

2,914
(21)

BankTree Online Personal Finance - Investment Transactions

Category: BankTree Online Personal Finance

Investment Transactions are added to Investment Accounts only, they are used to track shares. BankTree Online Personal Finance allows a number of investment types to be tracked these are Buy, Sell, Di...

4,694
(19)

BankTree Online Personal Finance - Transfers

Category: BankTree Online Personal Finance

In BankTree Online Personal Finance transfers are created when you select the transaction type of Transfer, when adding a transaction. The details of how to create a transfer have already been discuss...

1,985
(18)

BankTree Online Personal Finance - Forecasting

Category: BankTree Online Personal Finance

This is a useful feature of the software. The forecasting page allows you to quickly look at your current balance and have this projected for any future date. Forecasting is based on current scheduled...

1,453
(17)

BankTree Online Personal Finance - Goals

Category: BankTree Online Personal Finance

This feature allows you so create a savings goal or payment plan. There are three types of plans available, a plan with interest, a plan without interest and an interest only plan. These can be set-up...

1,401
(17)

BankTree Online Personal Finance - Categories

Category: BankTree Online Personal Finance

BankTree Online Personal Finance allows the management of categories. Go to the categories side menu to open the categories page. The web application is pre-loaded with existing categories, these are...

10,126
(28)

BankTree Online Personal Finance - Payees

Category: BankTree Online Personal Finance

BankTree Online Personal Finance allows the management of payees. Go to the payees side menu to open the payees page. If no transactions / schedules are using an existing payee you can remove the pay...

2,980
(19)

BankTree Online Personal Finance - Securities

Category: BankTree Online Personal Finance

BankTree Online Personal Finance allows the management of securities, provided you have a Premier subscription. Go to the securities side menu to open the securities page. The securities page is pre-p...

3,661
(19)

BankTree Online Personal Finance - Charts & Reports

Category: BankTree Online Personal Finance

In BankTree Online Personal Finance there are five charts under the charts section and nineteen reports under the reports section To run a chart or report select from the link from the side menu. The...

5,335
(28)

BankTree Online Personal Finance - Settings

Category: BankTree Online Personal Finance

The settings section allows you to customise BankTree Online Personal Finance to your preference. The settings have been split into profile settings and application settings. Profile All user specific...

6,301
(39)

BankTree Online Personal Finance - Backup / Restore

Category: BankTree Online Personal Finance

You can manually backup your current data file to our secure servers. Go to the Settings icon and select the Profile menu - Select the Backup / Restore Data Tab. To Backup your current data file, simp...

2,858
(17)

BankTree Online Personal Finance - Cancel Subscription

Category: BankTree Online Personal Finance

How can I cancel the BankTree Online subscription? If you have recurring monthly payment or a recurring yearly payment. You can cancel this at any time before the next payment is due. If you have a re...

2,588
(14)

BankTree Online Personal Finance

Category: Knowledgebase

Available now BankTree Online Personal Finance (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...

25,957
(26)

BankTree Desktop Personal Finance - Banking Subscription Service

Category: BankTree Desktop 3.0 Personal Finance

BankTree Desktop Personal Finance banking subscription service supports downloading of live transactions directly from your bank or financial institution. Click Here to check if your bank is supported...

23,739
(96)

BankTree Online Personal Finance - Synchronising Bank Accounts

Category: BankTree Online Personal Finance

BankTree Online Personal Finance bank synchronisation supports downloading of live transactions directly from your bank or financial institution. Click Here to check if your bank is supported. Click...

19,423
(157)

BankTree Mobile 2.0

Category: BankTree Mobile

BankTree Mobile We have released BankTree Mobile (for Android and iOS). This works with the BankTree Personal finance 3.0 desktop application or BankTree Online. You can download both from the downloa...

18,693
(82)

How to Upgrade from BankTree Personal Finance 2.0 to 3.0

Category: BankTree Desktop 3.0 Personal Finance

How to Upgrade from BankTree Personal Finance 2.0 to 3.0 Before the upgrade in BankTree Personal Finance 2.0 If you do not have access to BankTree Personal Finance 2.0 skip to The upgrade You will nee...

12,308
(90)

BankTree Mobile and BankTree Desktop Dropbox Folder File Synchronising

Category: BankTree Mobile

When synchronising files between the BankTree Desktop application and the Mobile app using Dropbox the folder has changed. You are also shown what permissions you are giving to the mobile app when yo...

7,303
(58)

BankTree Personal Finance Splash screen appears before closing

Category: Knowledgebase

The error is due to something called DEP. The splash screen is displayed, after it disappears the software does not run Resolution Right Click on the Windows Start menu and select COMMAND PROMPT (ADM...

1,943
(3)

BankTree Online Personal Finance - Cancel Subscription

Category: BankTree Online Personal Finance

How can I cancel the BankTree Online subscription? If you have recurring monthly payment or a recurring yearly payment. You can cancel this at any time before the next payment is due. If you have a re...

2,588
(14)

BankTree Desktop Personal Finance - Cancel Banking Subscription Service

Category: BankTree Desktop 3.0 Personal Finance

How can I cancel the banking subscription service ? If you have already purchased the BankTree Personal Finance software (before purchasing the subscription service), then the subscription package wil...

1,512
(18)

BankTree Online Personal Finance - Backup / Restore

Category: BankTree Online Personal Finance

You can manually backup your current data file to our secure servers. Go to the Settings icon and select the Profile menu - Select the Backup / Restore Data Tab. To Backup your current data file, simp...

2,858
(17)

BankTree Online Personal Finance - Settings

Category: BankTree Online Personal Finance

The settings section allows you to customise BankTree Online Personal Finance to your preference. The settings have been split into profile settings and application settings. Profile All user specific...

6,301
(39)
View entire Knowledgebase