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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 Online Personal Finance

Articles in this Category

BankTree Online Personal Finance - Synchronising Bank Accounts
BankTree Online Personal Finance bank synchronisation supports downloading of live transactions directly from your bank or financial institution. Click Here to check if your bank is supported. Cl...
Article rated 2.0/5.0
BankTree Online Personal Finance - Import Existing BankTree Personal Finance Data File
BankTree Online Personal Finance 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...
Article rated 5.0/5.0
BankTree Online Personal Finance - Imports
BankTree Online Personal Finance 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 I...
Article rated 5.0/5.0
BankTree Online Personal Finance - BankTree Mobile
BankTree Online Personal Finance 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 fi...
Article not rated yet
BankTree Online Personal Finance - Dashboard
BankTree Online Personal Finance 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 Til...
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BankTree Online Personal Finance - Accounts
BankTree Online Personal Finance 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,...
Article rated 1.0/5.0
BankTree Online Personal Finance - Transactions
In BankTree Online Personal Finance 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...
Article not rated yet
BankTree Online Personal Finance - Schedules
In BankTree Online Personal Finance 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...
Article rated 1.0/5.0
BankTree Online Personal Finance - Reconciliation
In BankTree Online Personal Finance 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 accou...
Article rated 1.0/5.0
BankTree Online Personal Finance - Split Transactions / Schedules
In BankTree Online Personal Finance 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...
Article rated 5.0/5.0
BankTree Online Personal Finance - 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 ...
Article rated 1.0/5.0
BankTree Online Personal Finance - Investment Transactions
Investment Transactions are added to Investment Accounts only, they are used to track shares. BankTree Online Personal Finance allows a number of investment types to be tracked these are Buy, Sell, Di...
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BankTree Online Personal Finance - Transfers
In BankTree Online Personal Finance 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...
Article not rated yet
BankTree Online Personal Finance - 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 Online Personal Finance - 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...
Article rated 1.0/5.0
BankTree Online Personal Finance - Categories
BankTree Online Personal Finance 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...
Article not rated yet
BankTree Online Personal Finance - Payees
BankTree Online Personal Finance 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 pay...
Article not rated yet
BankTree Online Personal Finance - Securities
BankTree Online Personal Finance 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...
Article not rated yet
BankTree Online Personal Finance - Charts & Reports
In BankTree Online Personal Finance 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...
Article not rated yet
BankTree Online Personal Finance - Settings
The settings section allows you to customise BankTree Online Personal Finance to your preference. The settings have been split into profile settings and application settings. Profile All user specifi...
Article rated 4.1/5.0
BankTree Online Personal Finance - Backup / Restore
You can manually backup your current data file to our secure servers. Go to the Settings icon and select the Profile menu - Select the Backup / Restore Data Tab. To Backup your current data file, simp...
Article not rated yet

 
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