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We are pleased to announce BankTree Personal Finance software 2.0 - Here is a quick list of what is new. Latest build is 2.13.6 (25th June 2013)

  • Support Cloud Storage
  • Supports Multiple data files
  • Supports .DAT file association with the application
  • 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 Interface Enhancements
  • Improved Reports with Drill-Downs, Summary Reports
  • New Graphical Charts for ease of use, facility to print graphs and charts.
  • New options page allowing you to set default values
  • Plus many more changes
  • New Trial licence for 7 days
  • Comprehensive sample data, with each new installation
  • Supports Multiple Windows Logons / Multiple Data Files
  • Account login enabled
  • Account deletion password protection
  • Automated licence entry
  • Improved licensing options giving you more value for money
  • Improved navigation with the Back and Forward buttons on the tool bar
  • New Accounts Screen
    • Bank information against each Account
    • Opens Banks web site if available
    • Account Groups
    • Currencies against each Account
    • Opening Balance
    • Closed Account
    • Verify Accounts Balance
    • Verify Clear Funds
    • Reminders window
    • Show closed accounts, and Show Reminders is now available under the options screen.
  • New Account Transaction Screen
    • Improved screen layout for readability
    • Account quick selection
    • Transactions shown by date filters
    • Show Cleared/un-cleared Funds
    • Search Text Option to help find records
    • Show on Startup option, allowing you to go directly to your transactions
    • Add/Edit Transactions
      • Transaction Type of: Transfer, Income and Expense
      • Reference field
      • New Transfer transaction type, allows transfer from one account to another
      • Download latest currency
      • Selection of Payment Type, Payee, and Category, and Sub Category
      • Process items as immediately cleared
      • Allocated items to separate categories
      • Add transactions to schedule
    • Delete multiple transactions
    • Amend multiple transactions
    • Copy existing transactions (CTRL + C) and Insert (Paste) new transactions (CTRL + V)
    • Jump to Schedule item or Transfer item with right mouse click.
    • Right Click Menu simplified with new Cleared and Reconciled options
    • Autofill Transactions feature
    • Additional Income and Payment totals
    • Show Uncleared Funds, Show Cleared Funds and Show Reconciled funds is available from the View menu
  • New Scheduling Screen
    • Select Date Range for transaction
    • Select Schedule Frequency
    • All other options as per Account Transaction Screen
    • Added Allocated items to separate categories
    • Can add as un-cleared item directly
    • Automatically add item to account as cleared item when due.
    • Can view in calendar which days will be effected.
    • Now also integrated into the payments reminder option, which shows forthcoming payments, and debits within the accounts screen.
  • New Investment Screen
    • Select Symbols and Investments from online providers
    • Download latest price information.
    • Keep historical price information.
    • Add stocks, shares, dividends to your Accounts
    • Choose from a variety of stock markets
    • Added new data providers allowing Stocks / Funds / Trust etc
  • New Payees Screen
    • Add/Edit Payees
    • Merge Payees
    • Delete Payees - with multiple delete option
  • New Category Screen
    • Add/Edit Category and Sub Categories
    • Merge Category
    • Delete Category - with multiple delete option
    • Add a category budget and define a budget period
  • New Payment type Screen
    • Add/Edit Payment type
    • Delete Payment Type
  • New Reports
    • Monthly Cash Flow
    • Account Transactions
    • 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
    • Custom Reports
    • Report Selection Filters
      • Date From /To
      • Payee
      • Category
      • Payee
      • Currency rate selection
    • Report on
      • Closed Accounts
      • Cleared Funds
  • Import Files options - OFX, QIF, CSV (With duplicate checking)
  • Export Files options - OFX, QIF, CSV, XLS
  • New check online for updates.
  • Tools Menu
    • Backup and Restore Functions
    • Command Line Backup Utility
    • Calculator
    • Stock Look up
    • Currency Look up
    • Loan Calculator
    • Mortgage Calculator

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