We have introduced an online banking subscription service for BankTree personal finance 3.0. This service will allow you to download live transactions from your Bank directly into our application and automatically categorised. Monthly subscriptions are only £3.50 per month, with the option of purchasing a yearly subscription for £35.00 giving 2 months access for free. We have added support for over 2,500 institutions and 55 countries worldwide, Click Here to check if your bank is supported. To get access to the banking subscription service select the option from the Order Page when making your purchase.
Details of how to setup the banking subscription service can be found in this support article
To download the latest version please visit the download area
Frequently Asked Questions
Which UK Banks do you support?
We support 25 UK banks at the moment you can check using this link http://www.banktree.co.uk/online-banking-providers.html for which ones are available. We also support a lot of other banks 2,500 plus in 55 countries worldwide.
How many Banks will my monthly subscription cover?
Your monthly subscription will give you access to ALL of your banks you are not charged per bank.
Do I need a separate subscription per computer?
You only need ONE, subscription it can be used on multiple computers without additional charge. For each computer you are using you will need to make sure you have the BankTree personal finance software installed. For each installation per computer, this is just a one-off fee of £5.00.
How many months of transactions can I download?
You can download two months of transactions, this is the limit set by the banking provider.
Will you have access to my Bank Details?
No, we do not store details of your Bank logons on our servers. Your details are stored locally on your computer and passed via the Salt Edge service to access your accounts.
How secure is my data ?
Salt Edge uses high level banking security 2048 bit encryption on its website when you access its service.
How can I trial the online banking service?
If you are running the 30-day trial of BankTree Personal Finance software, you can purchase a one month subscription. This will be a one-off payment, and not a recurring charge, and can not be cancelled.
How can I cancel my subscription?
If you have already purchased the BankTree Personal Finance software (before purchasing the subscription service), then the subscription package will be either a recurring monthly payment or a recurring yearly payment. You can cancel this at any time before the next payment is due. You can continue to use the service until the subscription period ends. If you purchase the BankTree personal finance software with your subscription, you will need to renew the subscription when it expires.
Updated 8th December 2016