BankTree Personal Finance Software 2.0
BankTree Personal Finance Software 2.0 Ranking & Summary
BankTree Personal Finance Software 2.0 description
BankTree Personal Finance software is a windows application designed to help organize and manage your income and expenditure.
With BankTree Personal Finance Software you may assign Account Groups and Bank Accounts to your Accounts and you have Support for multiple currencies.
BankTree Personal Finance Software will help you Set Opening balances and Close Accounts to help with your year end and 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.
You may add Income, Expenditure, Transfer between accounts, allocate items to separate categories.
You also may Choose from the existing categories and payment types and payees or add and amend your own. Also merge payee and categories.
Choose from 9 reports, that show how you finances are doing.
With BankTree Personal Finance Software you may 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.
With this program you can reconcile Cleared payments and Verified records.
BankTree Personal Finance Software has a Variety of helpful tools, check currency rates, stock rates, loan calculator, and mortgage calculator.
- Recording income and expenditure
- Balancing accounts
- Checking cleared funds
- Scheduling payments and expenditure
- Allocating account transactions
- Importing/Exporting records from online banks and other sources
- Loan and Mortgage Calculators
- Currency and Stock Rates
- 30 transaction limit
- nag screen
- Automated Login
- Automated Licence Entry
- Improved licensing options and more value for money
- New Accounts Screen
- Bank information against each Account
- Opens Banks web site if available
- Account Groups
- Currencies against each Account
- Opening Balance
- Closed Account
- Verify Accounts Balance
- Verify Clear Funds
- New Account Transaction Screen
- Improved screen layout for readability
- Transactions shown by date filters
- Show Cleared/Un cleared Funds
- Search Text Option to help find records
- Show on Startup option, allowing you to go directly to your transactions
- Add/Edit Transactions
- Transaction Type of: Transfer, Income and Expense
- New Transfer transaction type, allows transfer from one account to another
- Download latest currency
- Selection of Payment Type, Payee, and Category
- Process items as immediately cleared
- Allocated items to separate categories
- Add transactions to schedule
- Delete multiple transactions
- Right Click menu simplified with new Cleared and Reconciled options
- New Reminders Window
- Shows Scheduled items
- Shows Uncleared Scheduled Account Transactions
- New Payees Screen
- Add/Edit Payees
- Merge Payees
- Delete Payees - with multiple delete option
- New Category Screen
- Add/Edit Category
- Merge Category
- Delete Category - with multiple delete option
- Add a category budget and define a budget period
- New Payment type Screen
- Add/Edit Payment type
- Delete Payment Type
- New Reports
- Cash Flow
- Monthly Statement
- Transactions Report
- Spending by Payee
- Spending by Category
- Spending by Payment Type
- Budget by Category
- Net Payments
- Net Income
- Report Selection Filters
- Date From /To
- New Scheduling Option
- Select Date Range
- Schedule Frequency
- Can add as un cleared item directly
- can view in calendar which days will be effected
- Supports Microsoft Money And Quicken file formats
- Import Files options - OFX, QIF, CSV
- Now with duplicate record checking
- Export Files options - OFX, QIF, CSV, XLS
- Tools Menu
- Stock Look up
- Currency Look up
- Loan Calculator
- Mortgage Calculator
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