What's new in the latest build

As of 24th December 2013 version 2.0 is no longer available for purchase. This is a general discussion and self help section for version 2.0, for people to post stuff they have found useful.
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BankTree Support
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What's new in the latest build

Postby BankTree Support » Fri Apr 13, 2007 10:06 am

Build 2.0.3

What we have fixed so far:

General Typos in the Help File.
Deleting Account Transactions - to also delete allocated items.
Schedule Items, Amending schedule items, amends Account transactions.
Fixed problem with persistent application running in background.
Reports, showing Outstanding balance, when not required.
Error with print / print preview when no default printer is set.
ASCII Import fixed column order of file as per help file.
New build on clean build PC to mop up any installation issues.

If you have spotted a bug please report it in the forum or send us an email support@banktree.co.uk
Last edited by BankTree Support on Wed May 09, 2007 10:11 pm, edited 1 time in total.

BankTree Support
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Postby BankTree Support » Fri Apr 13, 2007 10:06 am

Build 2.0.4

New build for BankTree 1.50 users, so both applications can be installed on the same PC.

If you have spotted a bug please report it in the forum or send us an email support@banktree.co.uk

BankTree Support
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Postby BankTree Support » Fri Apr 13, 2007 10:07 am

No, new bugs found or fixes to release.

If you have spotted a bug please report it in the forum or send us an email support@banktree.co.uk

BankTree Support
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Posts: 78
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Postby BankTree Support » Fri Apr 20, 2007 10:58 pm

Build 2.0.5

Fixed a few minor bugs. Added a reminders function, allows the user to view items in the schedule, of pending and past items.

If you have spotted a bug please report it in the forum or send us an email support@banktree.co.uk

BankTree Support
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Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Fix for scheculed Items

Postby BankTree Support » Sat Apr 28, 2007 9:23 pm

For scheduled items that are set up for annually / yearly there is data fix required.
  1. Exit from Banktree 2.0
  2. Please download and extract the data utility available from the download area http://www.banktree.co.uk/download
  3. Run the data utility, after the message displays "Banktree 2.0 data is up to date to run this utility" you can exit the application.
  4. Rerun Banktree 2.0

BankTree Support
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Posts: 78
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Postby BankTree Support » Sun Apr 29, 2007 11:38 am

Latest bug fixes in Build 2.0.5

Fix for Annual schedule dates.

Schedule items over 40 days old

Download the latest build from the download area.

BankTree 2.0.5 and the Data Utility.

Run the Data Utility to fix the Annual schedule dates.

BankTree Support
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Posts: 78
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Postby BankTree Support » Wed May 09, 2007 10:15 pm

Latest Build 2.0.5 (10 May 2007)

Now added - Check for updates feature, allows for the automatic updates of data fixes, and new versions (don't require data utility for data fixes).

Also can now run the Check for updates and the System transfer function from the BankTree 2.0, Windows program group menu, as a short cut is available.

Download the latest BankTree 2.0 (build 2.0.5) from the download area.

BankTree Support
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Posts: 78
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Postby BankTree Support » Fri May 25, 2007 9:47 pm

Latest Build 2.0.6 (25 May 2007)

This version contains the following product enhancements and bug fixes:
  • Account protection password facility
  • Account field added for Accounts
  • Sub Categories added for Categories, Account Transactions, Schedule Items, and Reporting
  • Investment management, Up to date share price information, Stock History, and Investment Transactions
  • Multiple Market Data Feeds
  • Investment Report
  • Improved error checking
  • faster application, as no longer support a minimum transaction trial product
  • 14 Day trial product with sample data

Download the latest BankTree 2.0 (build 2.0.6) from the download area.

BankTree Support
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Postby BankTree Support » Sat Jun 09, 2007 9:32 am

Latest Build 2.0.6.5 (9 June 2007)

A number of bug fixes.

We have also rebranded our product. BankTree Personal and BankTree Professional are now available as a single product - BankTree Personal Finance. If you have previously purchased these versions they will continue to work, as is.

We needed to make this change in order to make our product information as clear as possible.

BankTree Support
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Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Postby BankTree Support » Sat Sep 01, 2007 1:21 am

Latest Build 2.0.7.0 (15 September 2007)

2 bug fixes.
(Share Commission and Completing Allocated Items)

Added an Account logon enable facility (Tools -> Account Passwords)

Added an auto allocated facility to account transactions screen (click the LESS button) and all imports, to auto categorise transactions.

Added a save files to for the System Transfer facility so users don’t forget to find their files.

Added a brand new Install Manager facility so all updates are done in one place using the check for updates facility.

BankTree Support
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Posts: 78
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Postby BankTree Support » Sun Nov 11, 2007 1:13 pm

Latest Build 2.0.7.0 (10 November 2007)

bug fixes for international settings and language support

Run the Install Manager to automatically update these changes

BankTree Support
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Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Postby BankTree Support » Wed Jan 09, 2008 11:51 pm

Latest Build 2.0.7.0 (09 January 2008)

New feature - Automatic currency translation for transfers between accounts of different currency.

New feature - View original scheduled item, after selecting Account Transaction.

Bug Fix - Transfer item shown as Account To in all summary windows.

Bug Fix - Budget Report Totals.

Bug Fix - Reminders window missing transactions.

Run the Install Manager to automatically update these changes.

BankTree Support
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Posts: 78
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Postby BankTree Support » Sat Jun 28, 2008 3:02 pm

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.

Build 2.0.7.0 (1 July 2008)

New Feature - Remember column sort for transactions

New Feature - Scheduled items can be amended without affecting the account transaction instance.

New Feature - 'Add Investment Transaction' button on Investment screen

New Feature - 'Remove Filter' button on Scheduled Items and Reports

New Feauture - Not filter by date by default on Scheduled Items and Reports.

Bug Fix - Print to other than default printer

Bug Fix - Reconciled balance / cleared funds balance

Bug Fix - Unset start up account

Run the Install Manager to automatically update these changes.

BankTree Support
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Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Postby BankTree Support » Sun Jan 25, 2009 10:08 am

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 Payee
Spending by Payment Type
Net Payments
Net Income
Un-cleared funds
Un-reconciled funds

Report view now shows all available columns with Pick Columns feature added to hide columns not required.

View your reports converted to any currency in real-time.

Changes to Account dialogue - Add Account Group and Bank directly into drop down list without navigating to separate screen.

Account quick select from Account transaction screen.

Apply Dates / Unset Dates to show all Account transactions.

Account Transactions – Add Payment type, Category / Sub-Category in to drop down without navigating to separate screen.

Scheduled Transactions – Add Payment type, Category / Sub-Category in to drop down without navigating to separate screen.

Amendments to Scheduled Transactions - cleared scheduled items in the account transaction are not deleted when making amendments or deleting scheduled items. This has removed the need to convert all previous scheduled item instances to normal transactions.

Investment Transactions are now shown under single page.

Additional column added to the account transactions, scheduled items, investment screens. Column widths are preserved when closing the application.

And many more.

Run the Install Manager to automatically update these changes.

BankTree Support
Site Admin
Posts: 78
Joined: Sat Jun 18, 2005 12:18 am

Postby BankTree Support » Sun Mar 15, 2009 5:20 am

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 assigned

Scheduled Items added Allocated items (splits)

Scheduled Items added – Automatically add to account when due

Account Transactions – amend multiple items to change - category / payee / payment type etc available via the context menu Edit option.

No pre-filling of numeric fields

New icons for application

Balance / Clear funds screens uncheck items by default

Investment history fixes, to manually add history, and to persist last price

Reference number field (Cheque number) added to Account transactions / Scheduled items

New data sources added (Bloomburg, MSN Money, and Google Finance)

And many more.

Run the Install Manager to automatically update these changes.


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