BankTree Personal Finance Accounting Software

Do not amend or delete the actual scheduled item once it has been processed. delete all instances of the account transactions that have been amended or no longer required (associated with the scheduled item). Create a new scheduled item with the new details.

set the account summary and the account transaction to show cleared funds. switch on the payment reminder at the account summary screen. The balances will be shown for all cleared funds. Process he reminders as the scheduled items become due.

There is a check box on the scheduled item - Add to Account Now as Uncleared Item. When this is checked this is added to the account transactions automatically, as an uncleared fund. To view this in the account transaction set the account transaction view to show uncleared funds. You will also see t...

To back up your files. Please use the facility 'System Transfer' found under Tools -> System Transfer. This is only available to registered users. Continuously referers to the period of times between the start and end date. The other option numbered, is a number of times from the start date - hence ...

Latest Build 2.0.7.0 (09 January 2008) New feature - Automatic currency translation for transfers between accounts of different currency. New feature - View original scheduled item, after selecting Account Transaction. Bug Fix - Transfer item shown as Account To in all summary windows. Bug Fix - Bud...

Latest Build 2.0.7.0 (10 November 2007)

bug fixes for international settings and language support

Run the Install Manager to automatically update these changes

Latest Build 2.0.7.0 (15 September 2007) 2 bug fixes. (Share Commission and Completing Allocated Items) Added an Account logon enable facility (Tools -> Account Passwords) Added an auto allocated facility to account transactions screen (click the LESS button) and all imports, to auto categorise tran...

BankTree Personal Finance 2.0.7.0 Out now !!

1) This is a bug and we have a fix coming very shortly in the next version 2) To save reports you can choose File export, and save the report as CSV or XLS (EXCEL). or You can print the report. (File print) 3) Cannot save report setting yet. 4) No limit on accounts / categories etc 5) You can Import...

Hi,

You can run the budget report, this will show you how much is in each pot, based on the budget for each item

On some versions of Windows Vista, the library files required for the installation may not register correctly. Resulting in the following error Run-time error 339 Component ‘MSCOMCT2.OCX’ or one of its dependencies not correctly registered: a file is missing or invalid. 1) Open a windows command pro...

Latest Build 2.0.6.5 (9 June 2007) A number of bug fixes. We have also rebranded our product. BankTree Personal and BankTree Professional are now available as a single product - BankTree Personal Finance. If you have previously purchased these versions they will continue to work, as is. We needed to...

A Date filter property is now available in the latest version, allowing you to set the date format for your import.

For Small businesses, sole traders, limited companies, who want to manage their bushiness, print invoices, calculate VAT, produce quotes, manage stock, run an inventory, and many more features to be coming soon.

We are no longer developing this product.

Dear michaelfairburn

having checked your QIF files on BankTree Personal Finance version 2.0.6, and running the check update feature, both files imported without any errors.

Regards