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  • 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
  • 2.10.7 - Fix for Google Mutual funds, Bloomberg stock and funds
  • Supports Multiple data files
  • Supports Archive files
  • Automated Backups
  • More user control over schedule items
  • Simplified Categories making them easier to use
  • Add Attachments to transactions
  • Improved CSV file import
  • Add Keywords for Transactions
  • Full Windows Xp, Windows Vista, and Windows 7 User Interface Enhancements
  • Improved Reports with Drill-Downs, Summary Reports
  • New Graphical Charts for ease of use
  • New options page allowing you to set default values
  • Plus many more changes

To get these changes download the software from our website.

To update an existing version:

  1. Uninstall the previous version of BankTree Personal Finance (2.0.8 - 17 July 2009) from the Windows Control Panel.
  2. Run the Install Manager software to install the new version of BankTree Personal Finance 2.10.7 (download from Here if this is missing).

If you do not follow these instructions you may get all entries in the Paid In columns, and when amending categories get the error message the field tblCategory.Sign can not contain a null value.

For each data file:

  1. Download and copy the Data Utility to the location of your data file. Your data file must be called BankTree.dat
  2. Run the utility to correct the data, after which the data should be ok.
  3. Should the expenses be still shown as credits then simply re-run the data utility.

NB: Reconciled funds balance will include all reconciled funds plus all cleared funds. The cleared funds balance will be zero. Go to the view menu to see the different options.

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