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BankTree Desktop 3.0 Personal Finance

BankTree Online Personal Finance

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Articles in this category

BankTree Online Personal Finance

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...

26,046
(26)

BankTree Personal Finance and Windows 10

We have tested BankTree Personal Finance 3.0 on Windows 10 and the software is working without any problems. Some customers who have upgraded to Windows 10, have found the following actions need to w...

9,037
(58)

How to configure your Firewall

How to configure your Firewall Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree3.exe, from accessing the internet. For Windows Vista, make sure Instal...

3,676
(56)

BankTree Personal Finance software 3.0 (24th December 2013)

Hi there, After a very long run with version 2.0 of BankTree Personal Finance, we got our heads down for the last couple of months and came up with version 3.0. So what's happening with version 2.0 ...

103,375
(53)

File Imports - What is supported

File Imports - What is supported BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken (in the form of OFX, QFX and QIF file format...

14,196
(161)

Error in backing up files. Path not found

When I exit BankTree I get the message "Error in backing up files. Path not found". What am I doing wrong? For BankTree Personal Finance 2.0: go to the tools menu and select options: For BankTree Per...

3,315
(59)

Financial Times price update (July 2016)

As of 21st July 2016 Financial Times have changed the interface to their website. For users of BankTree Personal Finance v3.0 we have updated the software to reflect this change, and you will ne...

3,977
(49)

Error in backing up files. Permission denied

When I exit BankTree I get the message "Error in backing up files. Permission denied". What am I doing wrong? You are getting this message because you are running multiple versions of the software. G...

2,432
(44)

Installation Error - No program installed

This may be caused by the Windows Installer with an error code of 1359 Error 1359. An internal error occurred. while installing  the software Cause Windows update KB2918614 Security update for...

3,049
(44)

How to use BankTree Personal Finance on a shared network or cloud

You can run the software from a shared drive or a cloud but will only be able to access the software from one of the computers at a time. This means there is no automatic file synching eg if a change ...

4,884
(62)

How to set-up existing Investments

This article applies to: BankTree Personal Finance 2.0 but it is still useful for BankTree Personal Finance 3.0 How do I load up my existing investments? Set up a Cash Account on the Account Summa...

4,891
(111)

BankTree 2.0 Final Build 2.13.6 (25th June 2013)

BankTree 2.0 final build 2.13.6 (25th June 2013)   Fixed QIF file import, transfers with apostrophe in account name Set default option to hide the reminder screen Fixed allocated ...

2,870
(130)

How to set the number of decimals for the Amounts

The number of decimals should be set to 2 decimal places i.e (1.56789 will be shown as 1.57) If this needs to be reset Go to the Windows Start menu > Control Panel and select Region  On ...

3,114
(75)

BankTree Personal Finance and the Apple Mac

BankTree Online personal finance is our browser based web application this will work on an Apple Mac using Safari or any supported browser on the Apple Mac. BankTree online will also work quite well o...

8,348
(95)

How to reinstall the software

After my computer crashed I have lost all my files. How do I reinstall the software and my registration? If you have your backup files you can recover your registration by following this articles: Ban...

35,205
(124)

How to Uninstall our software

How to Uninstall the software To Uninstall our Windows desktop software Go to the Windows Start Menu and select Control Panel Select Programs and Features Select the BankTree Personal Finance Software...

59,062
(170)

Charts and Shareprice graphs not displaying correctly

This article applied to BankTree personal finance 3.0 When running any of the reports, the chart is normally displayed on the top of the screen. Charts are also displayed for the share price history....

3,543
(49)

Browser does not open when buying through the splash screen

This article only applies when you are purchasing the software through the application splash screen. If you are unsuccessful following, the method in this article, you can revert to purchasing using ...

2,750
(37)

BankTree Personal Finance Splash screen appears before closing

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...

1,988
(3)
  • Top articles

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...

26,046
(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...

23,846
(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...

19,545
(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...

18,800
(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...

12,378
(90)