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Helping you to Manage your Money


This update contains the following changes

  • Online banking import will match existing banking transactions AND exact match other transactions
  • OFX import will match existing banking transactions, and Allow for Exact match or Pattern match for other transactions
  • Category sorting updated
  • Support for QFX banking and investment transactions

Details of how to setup the banking subscription service can be found here

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 Windows Start Menu > All Programs > BankTree Personal Finance 3.0, Program Files Group, and Select BankTree Personal Finance Install Manager.
  • 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 Install Manager after the reboot
  • BankTree Mobile will only synchronise with BankTree personal finance 3.0.
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