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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.
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