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Helping you to Manage your Money


We have helped over 100,000 users manage their finances, with our personal finance software. In today's climate our savvy users will know how their finances are doing allowing them to plan, and take control of their finances better.

BankTree Personal Finance software is available as a desktop application for the Microsoft Windows operating system and as a web application - designed to help organize and manage your income and expenditure. With the following features:

  • Recording income and expenditure
  • Balancing accounts
  • Checking cleared funds
  • Scheduling payments and expenditure
  • Auto allocate categories
  • Allocating account transactions
  • Investment and portfolio management
  • Budgeting
  • Download live transaction from your Bank, and automatically categorised.
  • Importing/Exporting records from online banks and other source
    (OFX, QFX, QIF and CSV files)
  • Reporting - Including Net Worth and Budgeting with Multi-Currency selection
  • Loan and Mortgage Calculators
  • Currency and Stock Rates

BankTree Personal Finance software provides the following Benefits:

  • Helps You Save Time Organizing and Managing Your Finances.
  • Download checking, credit card and other transactions from your bank automatically for up-to-date information.
  • Gives a Consolidated View of Your Financial Information.
  • View and access information from multiple financial institutions in one place so you always know your overall financial health.
  • Balancing Accounts is Easy with our Personal Accounting Software.
  • Save time by automatically downloading banking, credit card, and other information from your financial institution instead of entering it manually.
  • Budget Better by Being Smarter - with our Home Accounting
  • Handling regular payments such as bills, or income is easy to set up. Putting you in control of your Finances.
  • Download directly from your bank, automatically categorise your transactions.
  • All major UK Banks, and US Banks are supported. With support for over 2,500 financial institutions, in 55 countries worldwide.

Find out what is included in our personal finance at a glance.

BankTree Desktop Personal Finance software 3.0 is available now for just £35.00 - With free email support, free updates, no monthly fees, install on one computer. Additional installations are charged at just £5.00 per computer. For use with BankTree desktop, subscribe to the banking subscription service from just £3.50 per month, you can download live transaction from your Bank, and have them automatically categorised.

Details of how to purchase the desktop software can be found Here. Don't forget to download your 30 day FREE Trial.

BankTree Online Personal Finance Software, our web application, with subscriptions start from just £3.00 per month (purchase of Starter annual subscription) - Includes banking subscription, with free email support, free updates, as a web browser you can use on any computer (Windows, Apple Mac, Linux). To register and start your 7 day FREE Trial click here.

You can also benefit from our BankTree Mobile application for the Android and iPad / iPhone synchronise all your devices easily. Use stand alone or with the desktop app or online application

BankTree Software Ltd are the UK's premier providers of personal finance and accounting software. With over 100,000 users BankTree is a strong market leader in personal finance software; for home accounting, budgeting, bank statement checking and expenditure management.

BankTree Desktop Personal Finance: prices are charged on the Order Page, according to your country of residence. Currently this is £35 (inc VAT) for UK residence, EUR 35 (plus EU VAT) for European residence, and $40 for US and other countries.

BankTree Online Personal Finance: prices are shown on the Subscription page, according to your country of residence. Currently for an annual Starter subscription this is £35 (inc VAT) for UK residence, EUR 35 (plus EU VAT) for European residence, and $40 for US and other countries.

What people are saying about BankTree Personal Finance Software

Suitable for my needs. I use to use Microsoft Money but it is no longer available in the UK. This product is different from Money but I am getting use to it.BankTree Desktop Personal Finance Software

"This is just to say a huge thank you for your software. I have been using a very old UK version of Quicken for ages and I knew at some point I would have to move from Qicken as it is not supported for UK any longer. As I have used it since 2006 I was worried that I would find it hard to use a different financial package. I was forced into getting new software because my work will no longer allow unauthorised software on my work laptop and the version of Quicken I had would not load on my new personal laptop as it is Windows 7. I found your website through Google and because it was recommended by Which? and I decided to go with you and downloaded it two days ago. It is so wonderfully easy to use and I am over the moon that I could import all my accounts and history from Quicken. Thanks you again, and long may you continue developing your personal finance package!"  BankTree Desktop Personal Finance Software

BankTree has shown that they are committed to improving their product year by year, and if they continue this trend, we could see their software competing for a spot in our top three - Top Ten Reviews.

BankTree Desktop Personal Finance Software

Editors Pick - Brothersoft

BankTree Desktop Personal Finance Software

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