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We are pleased to announce BankTree Personal Finance software 3.0 - Here is a quick list of what's included. Latest build is 3.17.1 (6th December 2016)

  • Introducing BankTree Mobile works with BankTree Personal Finance 3.0
  • Support for 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
  • Improved CSV, OFX and QFX, QIF file import
  • Add Attachments to transactions
  • Add Keywords for Transactions
  • Full Windows Xp, Windows Vista, and Windows 7 User Interface Enhancements
  • Improved Reports with Forecasting, View Transactions, Report Grouping and Summary Reports
  • New Graphical Charts for ease of use, facility to print graphs and charts.
  • Banking subscription service for automatic categorisation and transaction downloads.

Here's the details

  • Trial licence for 30 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
  • BankTree Personal Finance Home Screen
    • Accounts bar showing account balances and net worth
    • Collapsible accounts bar
    • Configure your balance and view settings from the accounts bar right click menu
    • Assign currency against each account
    • Add cash accounts and investment accounts
    • Add an opening balance to your accounts
    • Set accounts as closed (show and hide closed accounts)
    • Verify / reconcile account balance
    • Account register
    • Schedule entry
    • Reminders window
  • Account register screen
    • Expandable/collapsible account register screen
    • Search bar for all accounts
    • Date selection, with preset date ranges
    • Transactions shown by date selection
    • Add/Edit Transactions
      • Enter directly into the register
      • Enter new entries top-bottom with first line entry or bottom-top with last line entry
      • Enter transaction date
      • Type in a new payee or select a previous one from the drop-down list
      • Category selection
        • Add new category - shows the category entry screen
        • Split/Multiple categories - shows the split transaction entry screen
          • Select category or transfer account
          • Enter reference and description details
          • Enter Income/Expense
          • Calculates split total
        • Select a category / subcategory from the available options
        • Select a transfer account for transfer transactions
          • transfer income or expense from one account to another
          • automatic exchange rate calculation, using latest downloaded values for foreign currency transfers
          • add transfers to split transactions
      • Type in a new payment type or select a previous one from the drop-down list
      • Enter reference information and description details
      • Enter Paid Out and Paid In values with calculator input
        • Calculator Input on all numeric fields allows quick calculations to be done
        • Choose to click each button with the mouse or just key in the numeric value on your keyboard
      • Make a transaction uncleared, cleared or reconciled
      • Assign a flag with different colours to help separate your transactions
      • New icons for the different type of transaction giving immediate information to the user
    • Configurable grid
      • Hide/show grid
      • Hide/show ledger view
      • Sort by column headers, including columns with icons such as flag and type
      • Hide/show column headers using the right click option on the column header
      • Reset column widths right click option on the column header
      • Rearrange column order
    • Post processing import features (make new, accept match, go to match)
    • Transaction multi-selection
      • Move/assign to account, category, payee, or payment type
      • Select all or individually
      • Copy, paste and delete transactions
    • Create recurring transactions
    • Go to transfer transaction
    • Go to schedule
    • Add file attachments from files on your computer
  • Schedule entry screen (schedule tab)
    • Enter transaction date
    • Select schedule frequency
    • Enter number of payments
    • Type in a new payee or select a previous one from the drop-down list
    • Category selection, select a new category, an existing category, Split/Multiple categories, Transfer account
    • Type in a new payment type or select a previous one from the drop-down list
    • Enter reference information and description details
    • Enter Paid Out and Paid In values with calculator input
    • Add schedule transaction in to account
    • skip schedule payment
    • Add schedule items for both your cash and investment accounts
    • Assign a flag with different colours to help separate your transactions
    • New icons for the different type of transaction giving immediate information to the user
    • Transaction multi-selection
      • Move/assign to account
      • Select all or individually
      • Copy, paste and delete transactions
  • Reminders tab
    • Shows up and coming payments based on the schedule of payments for one month
    • Shows your updated expected monthly income/expense and account balance
  • Reconcile account
    • Enter statement date and amount
    • Shows uncleared and cleared transactions to be reconciled
    • tick each transaction to reconcile or mark as reconcile to come back later
    • automatically marks each selected transaction as reconciled
    • shows cleared and statement balance for comparison
    • automatically creates adjustment
  • Investment Screen
    • Expandable/collapsible investment
    • Search bar for selected investment
    • Date selection, with preset date ranges
    • Investment transactions shown by date selection
    • Manage your investment portfolio
    • Shows portfolio summary with value and performance
    • Shows investments transaction register
    • Shows stock transaction history
    • Shows investments transaction register
    • Shows stock price v volume chart
    • Investment / Portfolio Summary
      • Download latest stock prices from a variety of different data sources
      • Investment summary shows value and performance based on selected price history
      • show/hide closed positions
      • investment cash account total, market value, cost basis, gain & loss and percentage gain & loss
      • click on chart icon to see price history and transaction history
      • Shows the portfolio value as the total account value
    • Investment transaction register
      • Enter directly into the register
      • Enter investment transaction date
      • Select security or click on add new security for security entry screen
      • Investment action selection
      • Investment cash account
      • Enter reference information and description details
      • Enter Quantity, Price, Commission and Total values automatically calculated and selectable based on investment action
      • Make a transaction uncleared, cleared or reconciled
      • Assign a flag with different colours to help separate your transactions
      • Click on the chart icon to see price history, selected stock history and chart
      • Transaction multi-selection
        • Move/assign to account
        • Select all or individually
        • Copy, paste and delete transactions
    • Price history tab
      • Shows Date, Price, high and low values
      • Enter directly into the price history screen
      • Edit, Delete
      • Transaction multi-selection
        • Select all or individually
        • Copy, paste and delete transactions
    • Transaction history tab
      • Shows Date, Action, Price, Quantity and Amount
      • Lists all transaction for the selected security
      • Jump to the investment transaction register from the selected entry
  • BankTree Reports
    • Expandable/collapsible report screen showing chart / report in full page
    • Search bar for quick text search
    • Report transaction screen
      • Shows the transaction detail when clicking on a report, allowing you to view the original transaction
    • Account Balances & Net Worth
    • Account Transactions
    • Spending by Category
    • Spending by Payee
    • Monthly Budget
    • Monthly Income & Expense
    • Income & Expense Comparison
    • Annual Budget
    • Investment Portfolio
    • Investment Transactions
    • Custom Reports
    • Customise reports with filters
      • Date selection
        • Includes forecasting
      • Text search
      • Chart selection, Pie, Bar, Column, Line, Column & Line
      • Currency selection
      • Subtotals / Grouping
      • Show/hide zero value transaction or transfers
      • Account
      • Category
      • Payee
      • Payment Type
      • Securitas and Investment activities
      • Keyword
      • Currency rate selection
    • Save filters as custom reports
    • Print preview chart / reports
  • Tools Menu
    • Single place to manage all account register settings
    • Accounts
      • Add/Edit Accounts
      • Setup Cash or investment accounts
      • Assign account groups
      • Mark accounts as closed
      • Set account currency
      • Delete accounts
    • Account Groups
      • Add/Edit Groups
      • Merge Groups
      • Delete Groups
    • Banks
      • Add/Edit Banks
      • Merge Banks
      • Delete Banks
    • Securities
      • Select Symbols and Investments from online providers
      • Choose from a variety of data providers Bloomberg, FT, Google, Yahoo, MSN Money or a Manual Update
      • set conversion factor to convert pence into pounds
      • Set stock currency allowing you to use the same security for mixed currency investment accounts
    • Payees
      • Add/Edit Payees
      • Set import rules
      • Merge Payees
      • Delete Payees
    • Categories & Budgets
      • Add/Edit Category and Sub Categories
      • Merge Category
      • Delete Category
      • Add a category budget and define a budget period
      • Set average budget or variable monthly budget
    • Payment Types
      • Add/Edit Payment types
      • Merge Payment types
      • Delete Payment types
    • Transaction Keywords
      • Add/Edit Keywords
      • Merge Keywords
      • Delete Keywords
  • Other features
    • Account password and account logon
    • Import Files options - OFX, QIF, CSV
      • Post processing import features (make new, accept match, go to match)
      • Auto categorises existing categories
      • Auto selects payee from payee import rules
    • Export Files options - OFX, QIF, CSV, XLS
    • Backup and Restore functions
    • File archive function
    • Print and Print Preview
    • Configurable application settings
      • Set backup location - for automated back, configure backup frequency etc
      • Set the number of decimal places for investment calculations
      • Associate the BankTree application with QIF an OFX file types
    • Online help & Support
    • Check for updates.
    • Command Line Backup Utility
    • Mortgage Calculator
    • Calculator

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