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BankTree Online Personal Finance
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Knowledgebase BankTree Online Personal Finance

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BankTree Online Personal Finance - Synchronising Bank Accounts

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...

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

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...

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BankTree Online Personal Finance - Imports

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...

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BankTree Online Personal Finance - BankTree Mobile

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...

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BankTree Online Personal Finance - Dashboard

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...

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BankTree Online Personal Finance - Accounts

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,...

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BankTree Online Personal Finance - Transactions

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...

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BankTree Online Personal Finance - Schedules

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...

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BankTree Online Personal Finance - Reconciliation

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...

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BankTree Online Personal Finance - Split Transactions / Schedules

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...

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BankTree Online Personal Finance - Budgets

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 ...

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BankTree Online Personal Finance - Investment Transactions

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...

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BankTree Online Personal Finance - Transfers

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...

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BankTree Online Personal Finance - Forecasting

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...

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BankTree Online Personal Finance - Goals

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...

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BankTree Online Personal Finance - Categories

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...

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BankTree Online Personal Finance - Payees

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...

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BankTree Online Personal Finance - Securities

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...

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BankTree Online Personal Finance - Charts & Reports

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...

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BankTree Online Personal Finance - Settings

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...

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BankTree Online Personal Finance - Backup / Restore

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...

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BankTree Online Personal Finance - Cancel Subscription

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. To cancel your s...

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