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Helping you to Manage your Money


  • New feature - Calculator [Ins] Key allows over typing of existing entries
  • Amendments - Reports includes transfer accounts as separable items

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file, go to the help menu and select check for updates
  • If you are prompted to restart your computer - this means the install manager has been updated only. You would therefore need to re-run the check for updates after the reboot
  • You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.
  • New feature - Transaction screen, hide reconciled transactions
  • New feature - Import options, exact match, pattern match and import all, also reverse income and expense columns
  • Fixes for - Calculator entry, persist account bar hide/show, persist schedule hide/show, report view, backup errors, category menu, plus other display fixes.

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file, go to the help menu and select check for updates
  • If you are prompted to restart your computer - this means the install manager has been updated only. You would therefore need to re-run the check for updates after the reboot
  • You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.
  • Fix for transaction report
  • Fix for report currencies

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file, go to the help menu and select check for updates
  • If you are prompted to restart your computer - this means the install manager has been updated only. You would therefore need to re-run the check for updates after the reboot
  • You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.
  • Report fixes

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file, go to the help menu and select check for updates
  • If you are prompted to restart your computer - this means the install manager has been updated only. You would therefore need to re-run the check for updates after the reboot
  • You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.
  • BankTree Mobile for the Android and IOS for phones and tablets
  • Use BankTree Mobile stand alone or with the desktop application
  • BankTree Personal Finance software 3.0 updated for cloud synchronisation
  • Updates to software regarding interface changes and bug fixes

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file, go to the help menu and select check for updates
  • If you are prompted to restart your computer - this means the install manager has been updated only. You would therefore need to re-run the check for updates after the reboot
  • You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.