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Helping you to Manage your Money


  • BankTree Personal Finance software 3.0 rise from the ashes release
  • Update to Bloomberg share price download
  • Accounts can be assigned account groups
  • Accounts bar now shows account groups
  • Schedule payments can now enter fixed number of payments
  • Updated Account summary report for account groups. For subtotals amend the report filter and subtotal by group
  • Updates to software regarding interface changes and bug fixes

To get these changes download the software from our web site (If you have not installed before).

If you have version BankTree Personal Finance software 2.0 or 3.0 already installed:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • You will be able to run both version 2.0 and 3.0 side by side.
  • BankTree Personal Finance software 3.0 roll up release
  • Updates to software regarding interface changes and bug fixes

To get these changes download the software from our web site (If you have not installed before).

If you have version BankTree Personal Finance software 2.0 already installed:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • You will be able to run both version 2.0 and 3.0 side by side.
  • BankTree Personal Finance software 3.0 initial release
  • Details of new features and functions to follow

To get these changes download the software from our web site (If you have not installed before).

If you have version BankTree Personal Finance software 2.0 already installed:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • You will be able to run both version 2.0 and 3.0 side by side.
  • Fixed QIF file import, transfers with apostrophe in account name
  • Set default option to hide the reminder screen
  • Fixed allocated items (split transactions) amend screen
  • Fixed date selection reset for schedule items
  • Fixed screen refresh on adding schedule items
  • Update Schedule Date is a configurable option (Options screen). This sets the schedule start date to the next payment date.

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
  • Trial software: removed 2 account limit full access to software for 7-days.
  • File Archiving: fix for schedule start dates and account balances
  • Schedule Items: updates the start date to the next payment date after making a payment, schedule transactions can be deleted
  • Data File: all settings stored in configuration file allowing for Cloud storage (not available during trial)
  • Transaction Screen: Auto lookup of category on selection of Payee
  • File Imports: For CSV includes category, For QIF allows account transfers.
  • Screen display: Fix to column header display.

To get these changes download the software from our web site (If you have not installed before).

To update an existing version:

  • After backing up. Go to the Help menu and select Check for Updates.
  • This will run the Install Manager which will install the latest version.
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