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Helping you to Manage your Money


  • CSV Import, default Payee imported where none is supplied
  • Fix for investment downloads
  • Additional precision for currency and investments
  • Fix for European number settings, currency / stock prices
  • Fix for Schedule items
  • File Associate .DAT with the BankTree Personal Finance Application
  • Account Balance Fixes
  • Shedule Items Fixes
  • Report Fixes
  • minor interface tweaks etc

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File
  • Report fix for charts
  • Backup fix, allows you to backup files as opposed to folder locations
  • minor interface tweaks etc

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File
  • Investment Price Fix
  • Allocated Items
  • Interface changes
  • New Un-Reconciled transaction view - under the view menu
  • Report fix for allocated items not showing for cleared and reconciled items For all reports
  • CSV file import fix for skipping first line and date formats
  • Include group by separator for amounts
  • Future forecasting increased to 10 years
  • Access your accounts from the Accounts menu
  • Amended Category Filter allows selection of parent categories only
  • minor interface tweaks etc

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.
  • After installation you will get a "data type mismatch in query expression" error message and your data will not appear.
  • To correct this error and update the data file go to the Tools Menu and select Validate File
  • 2.11.2 - Fix for backup errors
  • Schedule Items removed Date To
  • Interface changes
  • New Un-cleared transaction view - under the view menu
  • New report Investment Transactions
  • Report fix for allocated items not showing for cleared and reconciled items
  • CSV file import fix for quotes in field values
  • Account Balance dialogue - show all transactions and only un-reconciled transactions
  • minor interface tweaks etc

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.
  • After installing the new version to update the data file go to the tools menu and select Validate File
  • 2.11.0 - Fix for Goggle MSN and Yahoo stock and funds
  • Supports OFX and QIF File Associations. Go to the Tools menu and select Options.
  • Support for Multiple OFX and QIF file Accounts
  • Reporting Enhancements
  • Data File validation facility under the tools menu
  • Addition of Help button on all dialogues
  • Better facility for manual updating stock prices

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.
  • After installing the new version to update the data file go to the tools menu and select Validate File
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