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BankTree is a personal finance software with basic budgeting and reporting features. It helps you to manage all your accounts in one application.
Personal Finance Software
•Recording income and expenditure •Balancing accounts •Checking cleared funds •Scheduling payments and expenditure •Auto allocate categories •Allocating account transactions •Investment and portfolio management •Budgeting
• UK residence - £35 (inc VAT) • European residence - £35 (inc VAT) • US residence (+ other countries) - £40 (inc VAT)
Small (<50 employees), Medium (50 to 1000 Enterprise (>1001 employees)
What is best?
•Recording income and expenditure •Balancing accounts •Checking cleared funds •Scheduling payments and expenditure •Auto allocate categories •Allocating account transactions
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BankTree is a personal finance software that manages all your accounts in one application.
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BankTree is a personal finance software with basic budgeting and reporting features. It helps you to manage all your accounts in one application. You can get BankTree on your desktop PC, Android phone and tablet, or Apple phone and iPad.
BankTree allows you to connect to your bank directly. It also allows you to connect to banks and credit unions, or you can upload files from your financial institution with your current balance and recent transactions. BankTree has solid financial-management tools, but in case you want to connect to your accounts directly rather than download and import your transactions.
BankTree offers a mobile app for both Apple and Android devices. You can synchronize transactions and receipts from the mobile app to the desktop software, but it only works on computers with Windows operating systems. With BankTree you can track your investment accounts. It will show you an overview of your portfolio and tracks the performance of your various funds and accounts.
Using BankTree, you can also review transactions within your investment accounts. If you are considering a new investment, BankTree directs you to Yahoo Finance so you can further research stocks. BankTree allows you to customize the information analyzed, including payees, accounts and categories, and it also allows you to choose from a number of pre-determined time frames or choose a custom date range. You can print the reports, or you can save them as CSV files, which can be used in other programs like excel. You can also get the latest investment information at your fingertips for your investment portfolio using BankTree.
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