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The knowledgebase is a categorized collection of answers to frequently asked questions (FAQ) and articles. You can read articles in this category or select a subcategory that you are interested in.



Subcategories

 BankTree Personal Finance 3.0
       How to Upgrade from BankTree Personal Finance 2.0 to 3.0
       BankTree Personal Finance Banking Subscription Service
       BankTree Personal Finance 3.0 - Restoring a Backup, Copying Data Files, Reinstallation, Reactivation
       BankTree Personal Finance 3.0 - Adding entries from top or last row
       BankTree Personal Finance 3.0 - Getting Started
       BankTree Personal Finance 3.0 - Save Time
       BankTree Personal Finance 3.0 - Investments
       BankTree Personal Finance 3.0 - Setting-Up Categories
       BankTree Personal Finance 3.0 - Accounts bar
       BankTree Personal Finance 3.0 - Uncleared, Cleared and Reconciled
» More topics
 BankTree Personal Finance 2.0
       What is the difference between Cleared, Uncleared and Reconciled Funds
       Using the software on another computer (Restoring a Backup, Copying Data Files, Reinstallation, Reactivation - BankTree 2.0)
       Run time Error 339 - Component MSChrt20.ocx is missing or not registered correctly
       All entries in the Paid In columns and/or tblCategory.Sign can not contain a null value while amending categories
       Installation Error (ActiveX Error, Run time error or No look up data)
       Credit Card Import
       Why is the Account Summary Balance different to the Account Transaction balance
       Error message data type mismatch in query expression - and no accounts data
       Input past end of file message
 BankTree Mobile
       BankTree Mobile 2.0
       BankTree Mobile and BankTree Desktop Dropbox Folder File Synchronising
       BankTree Mobile Smart Sync
       Restoring your In App purchase
       BankTree Mobile Backup/Restore Images Folder
 

Articles in this Category

5% Early Bird Discount on new purchase
Purchase BankTree Personal Finance 3.0 within 3-Days of your 30-Day trial to receive a special discount of 5%. Buy within 3-Days of your trial at a 5% discount of the full price, to purchase at &poun...
Article rated 3.2/5.0
BankTree Personal Finance and Windows 10
We have tested BankTree Personal Finance 3.0 on Windows 10 and the software is working without any problems. Some customers who have upgraded to Windows 10, have found the following actions need to w...
Article rated 3.0/5.0
Upgrade to BankTree Personal Finance 3.0 now for £30.00
Hi there, As an existing user of BankTree personal finance 2.0, you can now upgrade to our latest package for £30.00. You must use the same email address you used when you purchased BankTree Pe...
Article rated 3.3/5.0
BankTree Personal Finance software 3.0 (24th December 2013)
Hi there, After a very long run with version 2.0 of BankTree Personal Finance, we got our heads down for the last couple of months and came up with version 3.0. So what's happening with version 2.0 ...
Article rated 3.5/5.0
How to configure your Firewall
How to configure your Firewall Make sure your Internet Firewall is not blocking the application InstallManager.exe, or BankTree3.exe, from accessing the internet. For Windows Vista, make sure Instal...
Article rated 3.1/5.0
File Imports - What is supported
File Imports - What is supported BankTree Personal Finance supports a variety of file import formats these include support for Microsoft Money and Quicken (in the form of OFX, QFX and QIF file format...
Article rated 3.2/5.0
Error in backing up files. Path not found
When I exit BankTree I get the message "Error in backing up files. Path not found". What am I doing wrong? For BankTree Personal Finance 2.0: go to the tools menu and select options: For BankTree Per...
Article rated 2.3/5.0
Financial Times price update (July 2016)
As of 21st July 2016 Financial Times have changed the interface to their website. For users of BankTree Personal Finance v3.0 we have updated the software to reflect this change, and you will ne...
Article rated 2.9/5.0
Error in backing up files. Permission denied
When I exit BankTree I get the message "Error in backing up files. Permission denied". What am I doing wrong? You are getting this message because you are running multiple versions of the software. G...
Article rated 2.7/5.0
Installation Error - No program installed
This may be caused by the Windows Installer with an error code of 1359 Error 1359. An internal error occurred. while installing  the software Cause Windows update KB2918614 Security update for...
Article rated 3.2/5.0
How to use BankTree Personal Finance on a shared network or cloud
You can run the software from a shared drive or a cloud but will only be able to access the software from one of the computers at a time. This means there is no automatic file synching eg if a change ...
Article rated 2.8/5.0
How to set-up existing Investments
This article applies to: BankTree Personal Finance 2.0 but it is still useful for BankTree Personal Finance 3.0 How do I load up my existing investments? Set up a Cash Account on the Account Summa...
Article rated 2.3/5.0
BankTree 2.0 Final Build 2.13.6 (25th June 2013)
BankTree 2.0 final build 2.13.6 (25th June 2013)   Fixed QIF file import, transfers with apostrophe in account name Set default option to hide the reminder screen Fixed allocated ...
Article rated 3.9/5.0
How to set the number of decimals for the Amounts
The number of decimals should be set to 2 decimal places i.e (1.56789 will be shown as 1.57) If this needs to be reset Go to the Windows Start menu > Control Panel and select Region  On ...
Article rated 3.6/5.0
BankTree Personal Finance and the Apple Mac
The Mac operating system is different to the Windows operating system. The only way you can run a Windows application on a Mac is to Install the Windows operating system on the Mac or to use some form...
Article rated 4.3/5.0
How to reinstall the software
After my computer crashed I have lost all my files. How do I reinstall the software and my registration? If you have your backup files you can recover your registration by following this articles: B...
Article rated 3.8/5.0
How to Uninstall our software
How to Uninstall the software To Uninstall our Windows desktop software Go to the Windows Start Menu and select Control Panel Select Programs and Features Select the BankTree Personal Finance Software...
Article rated 3.9/5.0
Charts and Shareprice graphs not displaying correctly
This article applied to BankTree personal finance 3.0 When running any of the reports, the chart is normally displayed on the top of the screen. Charts are also displayed for the share price history....
Article rated 3.1/5.0
Browser does not open when buying through the splash screen
This article only applies when you are purchasing the software through the application splash screen. If you are unsuccessful following, the method in this article, you can revert to purchasing using ...
Article rated 5.0/5.0

 
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