Free 30-Day Trial

Helping you to Manage your Money


  • New improved user interface.
  • Password enabled account login.
  • Setup cash or investment accounts, to which you can assign your bank details.
  • Set opening balances and close accounts to help with your year end.
  • Subscribe to our online banking service to download live transaction from your Bank, and automatically categorised.
  • Import your Bank statement from your online Bank or other financial packages in OFX, QIF, and CSV format. Export to OFX, QFX, QIF, CSV and Microsoft Excel, now with duplicate record checking.
  • All major UK Banks, and US Banks are supported. With support for over 2,500 financial institutions in 55 countries worldwide.
  • Manually key in your payment and receipt details, if you choose to do so.
  • Add income, expenditure, and transfers between accounts, split transactions between different categories and transfers.
  • Choose from the existing categories and payment types or add and amend your own. Merge details of existing categories, payees, payment types.
  • Choose from 10 reports, that show how you finances are doing. Add filters, grouping, currency and charting features.
  • Add investments, download up to date prices, and investment transactions such as dividends, stock and shares, record your share movements and share price history.
  • Add scheduled payments, such as Income and expenditure, and transfers between accounts. Choosing to add to your account transactions immediately or at a later date.
  • Reconcile your cash accounts against your statements.
  • Payments reminder feature, showing future payment and income.
  • Variety of helpful tools, including a loan and mortgage calculator.
  • Online web updates, future release information, helping to deliver data changes seamlessly
  • For single users
  • For multiple accounts

No other Personal Accounting or Budgeting Software can give you so much.

Start to benefit from BankTree Personal Finance software today. For up to date price information and to find out how to make a purchase go here.

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