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The knowledgebase is a categorized collection of answers to frequently asked questions (FAQ) and articles. You can read articles in this category or select a subcategory that you are interested in.
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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... |
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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... |
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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... |
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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 ... |
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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... |
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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... |
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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... |
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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... |
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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... |
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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 ... |
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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... |
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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 ... |
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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 ... |
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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... |
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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: B... |
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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... |
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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.... |
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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 ... |
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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... |
Top Knowledgebase Articles
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BankTree Online Personal Finance | 24667 |
BankTree Desktop Personal Finance - Banking Subscription Service | 22186 |
BankTree Online Personal Finance - Synchronising Bank Accounts | 17718 |
BankTree Mobile 2.0 | 17699 |
How to Upgrade from BankTree Personal Finance 2.0 to 3.0 | 11619 |
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