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Helping you to Manage your Money


BankTree Personal Finance

Our personal finance software application, packed with functionality and driven by ease of use. Users can easily manage their finances.

  • Setup cash or investment accounts, to which you can assign your bank details.
  • Support for multiple currencies.
  • 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, Import from Microsoft Money or Quicken (OFX, QFX, QIF files), Export to Microsoft Excel.
  • 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 scheduled payments, such as Income and expenditure, and transfers between accounts. Choosing to add to your account transactions immediately or at a later date.
  • Add investments, download up to date prices, and investment transactions such as dividends, stock and shares, record your share movements and share price history.
  • Reconcile your cash accounts against your statements.
  • Variety of helpful tools, including a loan and mortgage calculator.
  • Get BankTree Personal Finance Software, and manage multiple accounts.

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.

To find out about BankTree Mobile software features

Prices are charged on the Order Page, according to your country of residence. Currently this is £35 (inc VAT) for UK residence, EUR 35 (plus EU VAT) for European residence, and $40 for US and other countries.

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