Search found 78 matches

by BankTree Support
Sun Mar 08, 2009 12:24 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Various suggestions
Replies: 4
Views: 17643

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 to see what in the latest update 15 March 2009 **

http://www.banktree.co.uk/forums/viewtopic.php?t=13
by BankTree Support
Sun Mar 08, 2009 12:24 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Investments
Replies: 1
Views: 13581

1) Add a new account and use this for your investment transactions. 3) Calculations already to 4 decimals 4) Price history is maintained the Last Price is chronologically the last price not the last entered price. Thanks for your input, we will consider these in the next updates. If you have specifi...
by BankTree Support
Sat Mar 07, 2009 5:36 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Various suggestions
Replies: 4
Views: 17643

1) No user defined option, can go the account transaction screen by setting the start-up account, and then navigate by selecting the account. Account summary useful for grouping and sub totals. 2) You can amend the category on the CREDIT side of your transfer manually. Amending the credit part of th...
by BankTree Support
Wed Feb 04, 2009 10:08 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Quicken QDF files: Can they be imported?
Replies: 1
Views: 18463

Hi,

QDF files are quicken binary files. BankTree Personal Finance can not view these files. If you can convert to QIF file format then these can be imported
by BankTree Support
Sun Jan 25, 2009 10:08 am
Forum: BankTree Personal Finance 2.0 software
Topic: What's new in the latest build
Replies: 17
Views: 49991

Latest Build 2.0.8.0 (27 January 2009) New and Improved reports, showing net worth by all account currencies Monthly Cash Flow Account Transactions (Net Worth) Budget Allocation Investment Report Scheduled Transactions Investment Gains and Losses Investment Transactions Spending by Category Spending...
by BankTree Support
Wed Jan 21, 2009 9:08 pm
Forum: Installation Issues for 2.0
Topic: Transfer to new computer
Replies: 4
Views: 28558

For informaion only.

Restore from backup, or let us know - and we will reactive the software
by BankTree Support
Sat Nov 29, 2008 8:28 pm
Forum: BankTree Personal Finance 2.0 software
Topic: BankTree Personal Finance Automated Backup
Replies: 2
Views: 13667

BankTree Personal Finance Automated Backup

To automate the backup of your data files, the following batch file can be used to backup your data on a daily basis. Copy the following contents to Notepad, and save the file with an appropriate name giving it a .bat file extension. You can then run the batch file when you would like to backup your...
by BankTree Support
Tue Nov 18, 2008 12:05 am
Forum: BankTree Personal Finance 2.0 software
Topic: Can account display fields columns be added or deleted?
Replies: 1
Views: 12690

You can export the reports to Excel and move columns around etc if required. We will look at adding more columns in a future release.
by BankTree Support
Thu Oct 16, 2008 7:16 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Reports - By Category
Replies: 3
Views: 13486

The category report is sorted by account then category. There is no report with sorting by category then account. You can run a category report for each account in turn.

Regards
by BankTree Support
Tue Oct 07, 2008 10:01 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Reports - By Category
Replies: 3
Views: 13486

You can pick just the account you are interested in by applying the account filter. Then the report would by category for a selected account
by BankTree Support
Fri Sep 19, 2008 8:37 pm
Forum: BankTree Personal Finance 2.0 software
Topic: New and need some support please
Replies: 5
Views: 20570

1) To update a cash balance either set the opening account balance or add a new account transaction. 2) The next two question seem to be related to scheduled items. You set a 'from' and 'to' as end and start dates for which the scheduled item will run against. Simmilarly the period can be set to rep...
by BankTree Support
Wed Jul 09, 2008 10:23 pm
Forum: Installation Issues for 2.0
Topic: Firewall blocking Internet Access
Replies: 0
Views: 26291

Firewall blocking Internet Access

Here is a good link discussing firewalls and about granting access to applications, in this instance they are referring to Mozilla FireFox browser, you can equally apply the same ideas to BankTree Personal Finance and BankTree Personal Finance Install Manager. Both these applications require access ...
by BankTree Support
Sat Jun 28, 2008 3:13 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Reconciled Balance
Replies: 1
Views: 12979

We have issued a new release 2.0.7.0 (28 June 2008). This is now fixed the Initial reconciled balance / cleared balance is everything reconciled or cleared respectively
by BankTree Support
Sat Jun 28, 2008 3:11 pm
Forum: BankTree Personal Finance 2.0 software
Topic: Schedules - Again
Replies: 2
Views: 13043

Schedules

We have issued a new release 2.0.7.0 (28 June 2008). When you amend or delete an existing scheduled item that has been added to your account transaction. We now handle this differently, by amending / deleting the scheduled item the relationship between the scheduled item and the instance of the tran...
by BankTree Support
Sat Jun 28, 2008 3:02 pm
Forum: BankTree Personal Finance 2.0 software
Topic: What's new in the latest build
Replies: 17
Views: 49991

Latest Build 2.0.7.0 (5 July 2008) New Feature – Custom Reports (under the reports menu) New Feature – Renamed System Transfer function to Backup Files, and created a Restore Files function. New Feature – command line utility to backup files (see help for more info) New Feature – Updated Help file. ...