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.
Here are some key features of "BankTree Personal Finance":
· Recording income and expenditure
· Balancing accounts
· Checking cleared funds
· Scheduling payments and expenditure
· Allocating account transactions
· Budgeting
· Importing/Exporting records from online banks and other sources
· Reporting
· Loan and Mortgage Calculators
· Currency and Stock Rates
Limitations:
· 14 days trial
· nag screen
What's New in This Release: [ read full changelog ]
· 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 Cl...
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