BankTree Personal Finance 2.0.7

Our premier financial software application, packed with functionality driven by ease of use. Users can easily manage their finances.

Assign Account Groups and Bank Accounts to your Accounts.

Support for multiple currencies.

Set Opening balances and Close Accounts to help with your year end. Delete Account transactions, now with password protection.

Import your bank statement from your online bank or other financial packages, Import from Microsoft Money or Quicken, Export to Microsoft Excel.

Manually key in your payment and receipt details, if you choose to do so.

Add Income, Expenditure, Transfer between accounts, allocate items to separate categories.

Choose from the existing categories and payment types and payees or add and amend your own. Also merge payee and categories.

Choose from 10 reports, that show how you finances are doing.

Add scheduled payments, such as Income and expenditure, and transfers between accounts. Choosing to add to your account transactions immediately or at a later date.

Add investments, download up to date prices, and investment transactions such as dividends, stock and shares, record your share movements and share price history.

Reconcile Cleared payments and Verified records.

Variety of helpful tools, check currency rates, stock rates, loan calculator, and mortgage calculator.

Get BankTree Personal Finance Software, and manage multiple accounts.