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BankTree Desktop 3.0 Personal Finance
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Knowledgebase BankTree Desktop 3.0 Personal Finance

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BankTree Desktop Personal Finance - Banking Subscription Service

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...

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How to Upgrade from BankTree Personal Finance 2.0 to 3.0

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...

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BankTree Personal Finance 3.0 – Schedule Transactions

Schedule Items Schedule Items are shown for the selected cash account under the account register. You can use an existing transaction to create a schedule or create a new schedule. To make an exis...

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BankTree Personal Finance 3.0 - Account Reconciliation

Account Reconciliation process Account register The Account register will show each transaction with a status next to it (the status icon is on the right of the balance column); Un-cleared (Grey C...

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What to do if the charts do not display 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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BankTree Personal Finance 3.0 - Restoring a Backup, Copying Data Files, Reinstallation, Reactivation

This article covers the following scenarios: Registration and Deregistration Copying your data files Restoring a Backup Reinstalling the installation and your registration Copying data files and regi...

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BankTree Personal Finance 3.0 - Adding entries from top or last row

If you have not already done so you will need to update to the latest version of the software. Go to the Help menu and select check for updates. If you are prompted to restart your computer - this mea...

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BankTree Personal Finance 3.0 - Investments

For those with slightly sophisticated finances, investments can also be managed with BankTree Personal Finance. 1) Linked cash account / capital account: When you create a new investment account in B...

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BankTree Personal Finance 3.0 - Uncleared, Cleared and Reconciled

What is the difference between Uncleared, Cleared and Reconciled transactions Uncleared: These represent transactions you have entered but have not yet checked with your bank Cleared Funds: These ar...

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BankTree Personal Finance 3.0 - Mutiple Currencies

1) Setting Accounts: Each account has a selected currency this is set by editing the existing account and selecting from the list of currencies from the drop down list. Each account will then be sub-g...

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BankTree Personal Finance 3.0 - Save Time

Like many people, you want to spend more of your time enjoying life than being bogged down with your finances. To help you to make the most of your time we have added some important shortcuts. 1) Vie...

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BankTree Personal Finance 3.0 - Setting Your Budget

Setting up a budget will allow you to rein in your spending in simple terms it is a check of how much money you are earning against how much you are spending. Once you know which way the needle is swi...

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BankTree Personal Finance 3.0 - Setting-Up Categories

What is important in helping you manage your finances is knowing “how” you spend your money. You can look at your bank statement every month and it will tell you where you spent your money...

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BankTree Personal Finance 3.0 - Accounts bar

This article is about the BankTree Personal Finance accounts bar The accounts bar allows various interface settings to be changed. To change these Right click the account bar - you can right click ...

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BankTree Personal Finance 3.0 - Getting Started

To get you up and running you can start by carrying out these actions: 1) Gather all your statements for all your accounts (Bank / Building society accounts, Credit cards, Store cards etc). You can ...

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BankTree Personal Finance 3.0 – Transfer Transactions

Transfer transactions A transfer transaction allows you to create a single transaction between two accounts. The transaction will create the Paid Out record and the Paid In record between the accou...

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BankTree Personal Finance 3.0 - Forecasting

Forecasting and projected balances. BankTree offers a number of ways to see your future balances, and projections. These are calculated from your recurring payments, which you will need to setup as s...

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How do I buy your software

How do I buy your software On the registration screen click on the Buy Now button. Fill in your user information and confirm you wish to purchase the software. Click Next, you will be taken to the pa...

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How to download your statement from your bank directly

To import your bank transaction into the BankTree Personal Finance application directly Go to the File menu and select Settings. Select the option Associate QIF and OFX file types with BankTree Per...

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Create a Shortcut to your data file

How to open your data files directly (create a Shortcut to your data file) If you have many data files on the same computer, and you would like a quick way of opening your data files. You can create ...

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BankTree Personal Finance 3.0 - Archive / Year End

How do I deal with a year end or the end of the financial accounts You can archive the current data into a new data file. Go to the File menu and select archive. Select the archive date including...

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BankTree Personal Finance 3.0 - File Imports

BankTree Personal Finance supports a variety of file import formats that include support for Microsoft Money and Quicken OFX, QFX and QIF file formats. Support for native CSV (comma separated value) A...

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BankTree Desktop Personal Finance - Cancel Banking Subscription Service

How can I cancel the banking subscription service ? The banking subscription will either be a recurring monthly payment or a recurring yearly payment. You can cancel this at any time before the next p...

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