Try a Free Trial

Helping you to Manage your Money


Quick Help

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.



 BankTree Mobile Smart Sync

Solution

When using BankTree mobile you can sync files between the cloud, using Dropbox/Google Drive, and your device. You can sync all devices between themselves this is available by using Smart Sync. Smart Sync is a premium feature, and is available by upgrading to BankTree premium.

To enable Smart Sync you first need to enable one of the cloud options i.e. Enable Dropbox or Enable Google Drive. You then need to select the option Enable Smart Sync / Sync with BankTree desktop. Once you have selected this option, Smart Sync will be enabled

When you add a transaction or make an amendment on one device, any connected devices using the same Dropbox/Google Drive account will also have the changes made.

To see the updated transactions on the other device, go to the dashboard and swipe down to refresh the file synchronisation.

 
Was this article helpful? yes / no

 
Powered by Help Desk Software HESK, brought to you by SysAid