Try a Free Trial

Helping you to Manage your Money


This update contains the following changes

  • Added functionality for Reconcile view - remembers previous selection when adding or editing transactions
  • Fixed Split item transfer for different currency account - transfer transaction can be amended
  • Fixed Scheduled Investments - Frequency and Times values can be amended

To get these changes download the software from our web site.

If you have BankTree Personal Finance software 3.0 already installed:

  • After backing up your data file, go to the help menu and select check for updates
  • If you are prompted to restart your computer - this means the install manager has been updated only. You would therefore need to re-run the check for updates after the reboot
  • You will be able to run both version 2.0 of BankTree Personal Finance and 3.0 side by side.
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.