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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.



 Category: BankTree Personal Finance Online

Articles in this Category

BankTree Personal Finance Online - Synchronising Bank Accounts
BankTree Personal Finance Online bank synchronisation supports downloading of live transactions directly from your bank or financial institution. Click Here to check if your bank is supported. Click ...
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BankTree Personal Finance Online - Import Existing BankTree Personal Finance Data File
BankTree Personal Finance Online will allow you to bring your data files from the BankTree desktop application. Click on the Import icon on the top menu and the Import screen is shown. There a 2 ways ...
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BankTree Personal Finance Online - Imports
BankTree Personal Finance Online will allow you to bring your data files from other software applications or from your Bank / financial institution. Click on the Import icon on the top menu and the Im...
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BankTree Personal Finance Online - BankTree Mobile
BankTree Personal Finance online will allow file synchronisation with BankTree Mobile. BankTree Mobile (for Android and iOS), can be download from the download area If you need to synchronize your fil...
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BankTree Personal Finance Online - Dashboard
BankTree Personal Finance Online Dashboard shows at a glance a summary of your finances. This section will show the following tools and functions Net Worth Tile Budget Tile Expense Tile Income Tile Ch...
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BankTree Personal Finance Online - Accounts
BankTree Personal Finance Online is centred around accounts. Accounts can represent a bank account (saving, current, checking in), credit or debit cards, investment accounts or assets such as a house,...
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BankTree Personal Finance Online - Transactions
In BankTree Personal Finance Online transactions are added to Accounts. Depending on the Type of Account you have you can add different types of transactions. For Cash Accounts you can add Income, Exp...
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BankTree Personal Finance Online - Schedules
In BankTree Personal Finance Online schedules are added to Accounts and they are used to enter recurring transactions, and for forecasting. Schedules can be added for both Cash and Investment Accounts...
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BankTree Personal Finance Online - Reconciliation
In BankTree Personal Finance Online reconciling accounts is a process of checking the balance on your bank statement and correlating this with the online application. To start to reconcile your accoun...
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BankTree Personal Finance Online - Split Transactions / Schedules
In BankTree Personal Finance Online split transactions and split schedules are created after adding the transaction or schedule. The SPLIT menu item will only work when you a have a single item select...
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BankTree Personal Finance Online - Budgets
Budgets are added across all accounts and are added to categories. To add a budget click on the Add Budget button either on the Dashboard, the top menu or the budgets page after selecting the budgets ...
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BankTree Personal Finance Online - Investment Transactions
Investment Transactions are added to Investment Accounts only, they are used to track shares. BankTree Personal Finance Online allows a number of investment types to be tracked these are Buy, Sell, Di...
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BankTree Personal Finance Online - Transfers
In BankTree Personal Finance Online transfers are created when you select the transaction type of Transfer, when adding a transaction. The details of how to create a transfer have already been discuss...
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BankTree Personal Finance Online - Forecasting
This is a useful feature of the software. The forecasting page allows you to quickly look at your current balance and have this projected for any future date. Forecasting is based on current scheduled...
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BankTree Personal Finance Online - Goals
This feature allows you so create a savings goal or payment plan. There are three types of plans available, a plan with interest, a plan without interest and an interest only plan. These can be set-up...
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BankTree Personal Finance Online - Categories
BankTree Personal Finance Online allows the management of categories. Go to the categories side menu to open the categories page. The web application is pre-loaded with existing categories, these are ...
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BankTree Personal Finance Online - Payees
BankTree Personal Finance Online allows the management of payees. Go to the payees side menu to open the payees page. If no transactions / schedules are using an existing payee you can remove the paye...
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BankTree Personal Finance Online - Securities
BankTree Personal Finance Online allows the management of securities, provided you have a Premier subscription. Go to the securities side menu to open the securities page. The securities page is pre-p...
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BankTree Personal Finance Online - Charts & Reports
In BankTree Personal Finance Online there are five charts under the charts section and nineteen reports under the reports section To run a chart or report select from the link from the side menu. The ...
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BankTree Personal Finance Online - Settings
The settings section allows you to customise BankTree Personal Finance Online to your preference. The settings have been split into profile settings and application settings. Profile All user specifi...
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