Search found 78 matches

by BankTree Support
Mon Jun 20, 2011 9:15 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Latest Build 2.11.4 (25th June 2011)
Replies: 0
Views: 36351

Latest Build 2.11.4 (25th June 2011)

Allocated Items Interface changes New Un-Reconciled transaction view - under the view menu Report fix for allocated items not showing for cleared and reconciled items For all reports CSV file import fix for skipping first line and date formats Include group by separator for amounts Future forecastin...
by BankTree Support
Sat May 15, 2010 4:15 am
Forum: BankTree Personal Finance 2.0 software
Topic: Latest Build 2.10.6 (20 June 2010)
Replies: 0
Views: 24441

Latest Build 2.10.6 (20 June 2010)

Supports Multiple data files Supports Archive files Automated Backups More user control over schedule items Simplified Categories making them easier to use Add Attachments to transactions Improved CSV file import Add Keywords for Transactions Full Windows Xp, Windows Vista, and Windows 7 User Interf...
by BankTree Support
Thu Aug 13, 2009 6:13 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Reports - balance figure
Replies: 3
Views: 15900

You parbably need to look at the other reports such as the Income Report, Expense report or Monthly cash flow. As the transaction report is a report of your true balance not just transaction during a given period.
by BankTree Support
Mon Aug 10, 2009 10:01 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Reports - balance figure
Replies: 3
Views: 15900

If the opeing balance is 515.94 the final balance will be the sum of all credits and debits + 515.94 (This is correct) If you do not see the opeing balance in the running balance figure it may be because you are viewing transactions for a given date range, you would then see the transactions within ...
by BankTree Support
Wed Aug 05, 2009 10:59 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Account Opening Balances
Replies: 1
Views: 13330

The Start balance or 'Opening Balance' is set in the account screen. To edit the Account Opening balance select the account, and click on the Edit Account button.
by BankTree Support
Tue Jul 07, 2009 11:32 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Balance Account
Replies: 1
Views: 12109

Balance Account dialogue the "show reconciled" box checked will show all entries that HAVE been reconciled. Until you check all the items, and hit the Apply button this will not get processed. When you first run this the default option is to show entries to be reconciled "show reconciled box u-check...
by BankTree Support
Sat May 16, 2009 3:16 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Saving files and reports
Replies: 1
Views: 11637

Already does ? what are you trying to save ?

You can already do this report.

Regards
by BankTree Support
Fri Apr 10, 2009 2:05 pm
Forum: BankTree Personal Finance 2.0 software
Topic: What's new in the latest build
Replies: 17
Views: 53364

Latest Build 2.0.8 (19 April 2009) Speeded up adding automated schedules on start up. Added Reconcile payments to multiple transactions edit dialogue. Added ability to resize the reconcile account / clear funds screen. Added Ability to create a folder when running the backup files function. Amended ...
by BankTree Support
Sat Apr 04, 2009 12:02 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Schedule items added before Update 2.0.8 (28 Mar 2009)
Replies: 0
Views: 23976

Schedule items added before Update 2.0.8 (28 Mar 2009)

To deal with Scheduled items that have been added to you account transactions: If they have been added with the option 'Automatically Add to Account when due' 1) Go to your Account transactions and clear the 'Set' check box so all transactions are shown. 2) Go through your account transactions and d...
by BankTree Support
Sat Mar 28, 2009 11:26 pm
Forum: BankTree Personal Finance 2.0 software
Topic: What's new in the latest build
Replies: 17
Views: 53364

Latest Build 2.0.8.0 (28 March 2009) Fixed closing of application when selecting Balance Account or Clear Funds. Fix for Scheduled Items, allowing ability to change date of transaction, without adding a new scheduled instance. Added ordering of all transactions to be by last added. Saving of Date se...
by BankTree Support
Sat Mar 21, 2009 10:32 pm
Forum: BankTree Personal Finance 2.0 software
Topic: What's new in the latest build
Replies: 17
Views: 53364

Latest Build 2.0.8.0 (22 March 2009) Fixed manual entering of categories – now can not change type of pre-entered category enforcing good practice of unique category names. Fix for Scheduled allocated item, delete button. Fix for Scheduled transfer item for different currency transfer amount based o...
by BankTree Support
Mon Mar 16, 2009 11:00 pm
Forum: Installation Issues for 2.0
Topic: Transfer to new computer
Replies: 4
Views: 29880

Yes you can, run a backup on the source computer. Then run a restore on the destination computer.
by BankTree Support
Sun Mar 15, 2009 5:20 am
Forum: BankTree Personal Finance 2.0 software
Topic: What's new in the latest build
Replies: 17
Views: 53364

Latest Build 2.0.8.0 (16 March 2009) Fixed backup / restore functions when transferring between systems – Incorrect password error. Investment downloads shows correct message if the symbol is incorrect and continues processing remaining investments. Fix for QIF and OFX import where no Payee has been...
by BankTree Support
Sun Mar 08, 2009 12:26 pm
Forum: BankTree Personal Finance 2.0 software
Topic: BankTree Personal Finance Automated Backup
Replies: 2
Views: 14436

This script is provided as is, it may or may not work with your compuer configuration.
by BankTree Support
Sun Mar 08, 2009 12:25 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Schedules
Replies: 5
Views: 19464

Thanks for your input, we will consider these in the next updates. If you have specific problems using the software please contact support directly.

** Updated this is now available in the latest update 15 March 2009 **

http://www.banktree.co.uk/forums/viewtopic.php?t=13