Free 30-Day Trial

Purchase now to receive your 5% Early Bird Discount

Helping you to Manage your Money


  • Supports Multiple Windows Logons / Multiple Data Files
  • Speeded up adding automated schedules on start up.
  • Added Reconcile payments to multiple transactions edit dialogue
  • Added ability to resize the reconcile account / clear funds screen
  • Added Ability to create a folder when running the backup files function
  • Amended OFX file import
  • Amended decimal precision for investments
  • Various other interface changes
  • Go to the Help Menu -> Check for Updates, to get these changes.

Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree3.exe, from accessing the internet.

For Windows Vista, make sure InstallManager.exe, and BankTree3.exe have been elevated to access the internet

The following link on the Mozzila site discusses firewalls and how to configure them for application access Click Here.

Items in BankTree Personal Finance are either marked as Uncleared Funds, Cleared Funds or Reconciled.

Uncleared: These represent transactions you have entered but have not yet checked with your bank

Cleared Funds: These are transactions that physically exist in your account.

Reconciled Funds: These are transactions that physically exist in your account, which have also been checked against your statement.

BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken OFX and QIF file formats. Support for native CSV (comma separated value) ASCII or binary format is also included. Multiple accounts can also be imported from your QIF or OFX file if they contain them.

For QIF Files: bank transactions, cash transactions, credit card transactions, investment transactions, other liability transactions, and other asset transactions can be imported.

For OFX, QFX Files: bank transactions, cash transactions, credit card transactions, investment transactions can be imported.

MNY, QDF or Quicken backup files are not supported.

When Importing your data, the date format, for dates within the file must match the date format you select during the Import. You can choose the following formats - DAY/MONTH/YEAR, MONTH/DAY/YEAR, YEAR/MONTH/DAY.

If the date formats do not match you will get a data format invalid error, just correct the date format and re-run the import.

×
We are using cookies to help us give you the best experience of our site. By continuing to use the site without changing your settings, you are agreeing to our use of cookies. I understand