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BankTree
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BankTree

Overview
Synopsis

BankTree is a personal finance software with basic budgeting and reporting features. It helps you to manage all your accounts in one application.

Category

Personal Finance Software

Features

•Recording income and expenditure
•Balancing accounts
•Checking cleared funds
•Scheduling payments and expenditure
•Auto allocate categories
•Allocating account transactions
•Investment and portfolio management
•Budgeting

License

Proprietary

Price

• UK residence - £35 (inc VAT)
• European residence - £35 (inc VAT)
• US residence (+ other countries) - £40 (inc VAT)

Pricing

Subscription

Free Trial

Available

Users Size

Small (<50 employees), Medium (50 to 1000 employees), Enterprise (>1001 employees)

Company

BankTree

What is best?

•Recording income and expenditure
•Balancing accounts
•Checking cleared funds
•Scheduling payments and expenditure
•Auto allocate categories
•Allocating account transactions

PAT Rating™
Editor Rating
Aggregated User Rating
Rate Here
Ease of use
8.6
8.2
Features & Functionality
8.6
8.8
Advanced Features
8.7
8.0
Integration
8.5
8.9
Performance
8.7
8.7
Customer Support
8.5
8.9
Implementation
8.4
Renew & Recommend
8.0
Bottom Line

BankTree is a personal finance software that manages all your accounts in one application.

8.6
Editor Rating
8.5
Aggregated User Rating
3 ratings
You have rated this

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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1 Reviews
  • Katalina
    December 22, 2017 at 3:25 pm

    Easily set budgets, check how you are sticking to them, and forecast ongoing budgets.

    Company size

    Medium (50 to 1000)

    User Role

    IT Support

    User Industry

    Energy

    Rating
    Ease of use8.7

    Designed to help organize and manage your income and expenditure. BankTree Personal Finance software allows you to manage your investment portfolio, download latest stock prices and, get up-to date market values. Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop application to have all your receipts on your computer.

    Features & Functionality8.4

    Advanced Features8

    Integration8.9

    Training 8.9

    Customer Support8.9

    Renew & Recommend8

    ADDITIONAL INFORMATION
    Save time by automatically downloading banking, credit card, and other information from your financial institution instead of entering it manually.

Ease of use
Features & Functionality
Advanced Features
Integration
Performance
Customer Support
Implementation
Renew & Recommend

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