BankTree Personal Finance
Free App
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About BankTree Personal Finance
BankTree personal finance will help you to understand where your money goes, so you can plan to spend more wisely. Manage your personal and family finance on your phone or tablet. You don’t need a notebook and pen or Excel.
With this handy application, you can start to keep track of your spending, plan your budget to save your money. Money management is now intuitive, fun and stress free.
KEY FEATURES
1. Expense tracker & Money manager
Keep track of all spending on a daily basis in just a few minutes. You only need to key in a few details and choose a category, it's that simple.
2. Budget planner
Easy to manage budgets for all expenses or specific category for a week, month or even year. See when you reach a limit on a budget.
3. In-depth reports
We provides bar and pie charts, which give you an accurate picture of your total expense, income or balance for the month, week and more. Stay on top of your money.
4. Bill reminder
Never miss a bill because you can schedule for upcoming bills such as rental, Internet or monthly subscription, in just a few steps. See when the bill is due each month, and when to spend less and save more money.
5. Receipt capture
Do you want to see your receipt on your computer? Take a picture of your receipt and attach to your transaction. Synchronize the mobile app with the desktop application and see your receipt added to your transaction on your computer.
6. Cloud Syncing with top-notch security level
If you have more than one device or are using both phone or tablet, you can rely on our app to record all of the transactions and manage your expenditure. It works seamlessly across devices and platforms. From phone, tablet to PC & laptop, securely access your data from anywhere and any devices so you can fully control your money, budgets, and finances. Link with the BankTree personal finance desktop application.
OTHER FEATURES
- Currency converter tool
- Multiple currencies, account transfers
- Schedule for future and recurring transactions
- Split transactions for multiple category transactions
- Backup and restore, link to Dropbox or Google Drive
- Export to CSV or QIF file
- Built in pass code protection
- Help & Support
Upgrade to PREMIUM for the following features:
- Link with Google Drive, Smart Sync across all devices
- Add schedule transactions and forecast bills
- Add budget planner for your spending and saving goals
- Add backup and restore and export to CSV and QIF
For further help and support please contact us http://www.banktree.co.uk/support
Clarification for Access Permissions:
-Photos / Media / Files
Attach your receipts and photos to each transaction.
-Storage
Save your images, transactions, backup and restore data files.
-Network / WiFi
Update files to cloud, and obtain currency exchange rates.
Note: To setup the Windows Desktop / Cloud synchronization follow the instructions provided after selecting 'Sync with BankTree desktop'.
With this handy application, you can start to keep track of your spending, plan your budget to save your money. Money management is now intuitive, fun and stress free.
KEY FEATURES
1. Expense tracker & Money manager
Keep track of all spending on a daily basis in just a few minutes. You only need to key in a few details and choose a category, it's that simple.
2. Budget planner
Easy to manage budgets for all expenses or specific category for a week, month or even year. See when you reach a limit on a budget.
3. In-depth reports
We provides bar and pie charts, which give you an accurate picture of your total expense, income or balance for the month, week and more. Stay on top of your money.
4. Bill reminder
Never miss a bill because you can schedule for upcoming bills such as rental, Internet or monthly subscription, in just a few steps. See when the bill is due each month, and when to spend less and save more money.
5. Receipt capture
Do you want to see your receipt on your computer? Take a picture of your receipt and attach to your transaction. Synchronize the mobile app with the desktop application and see your receipt added to your transaction on your computer.
6. Cloud Syncing with top-notch security level
If you have more than one device or are using both phone or tablet, you can rely on our app to record all of the transactions and manage your expenditure. It works seamlessly across devices and platforms. From phone, tablet to PC & laptop, securely access your data from anywhere and any devices so you can fully control your money, budgets, and finances. Link with the BankTree personal finance desktop application.
OTHER FEATURES
- Currency converter tool
- Multiple currencies, account transfers
- Schedule for future and recurring transactions
- Split transactions for multiple category transactions
- Backup and restore, link to Dropbox or Google Drive
- Export to CSV or QIF file
- Built in pass code protection
- Help & Support
Upgrade to PREMIUM for the following features:
- Link with Google Drive, Smart Sync across all devices
- Add schedule transactions and forecast bills
- Add budget planner for your spending and saving goals
- Add backup and restore and export to CSV and QIF
For further help and support please contact us http://www.banktree.co.uk/support
Clarification for Access Permissions:
-Photos / Media / Files
Attach your receipts and photos to each transaction.
-Storage
Save your images, transactions, backup and restore data files.
-Network / WiFi
Update files to cloud, and obtain currency exchange rates.
Note: To setup the Windows Desktop / Cloud synchronization follow the instructions provided after selecting 'Sync with BankTree desktop'.
All Application Badges
Free
downl.
downl.
Android
4.1+
4.1+
Bug
buster
buster
Android app
App History & Updates
What's Changed
New version of BankTree Personal Finance for Android.
Updated transaction search for description text and update to BankTree personal finance login screen.
New version of BankTree Personal Finance for Android.
Updated transaction search for description text and update to BankTree personal finance login screen.
Version update BankTree Personal Finance was updated to version 2.0.16
More downloads BankTree Personal Finance reached 1 000 - 5 000 downloads
What are users saying about BankTree Personal Finance
U
by U####:
by U####:
Fully featured home accounts software which, once mastered, is a joy to use.
U
by U####:
by U####:
Great app
U
by U####:
by U####:
Originally come from an IPAD and had a brilliant app that is sadly not available on Android. This does the job but not without some annoying issues 1. If you schedule payments such as your monthly Mobile bill, you can't change the the value of that bill. So say you had £5 of call charges you would have to enter it as a separate transaction. 2. You can't change the date of a scheduled transaction, say it falls on a Sunday you can't move it to a Friday. 3. You have to select search each time you enter a category or payee, or scroll through the list, no auto select. 4. Every so often it decides to mess around with the final values and you go from what you expect to say -£3k which could be a shocker if I ever had £3k lol Although it has its faults I tried several on Android and this is the best one by far with regards to the info you can input and the future values etc.
N
by N####:
by N####:
Have been looking for a software that can be used across various operating systems. Finally this is what I was looking for.
U
by U####:
by U####:
Following the latest update the Dashboard is blank with no accounts shown. Please release a working version asap.
U
by U####:
by U####:
I've been using Banktree on my PC for years. Love having it on my mobile now as a backup.
V
by V####:
by V####:
Can search for a transaction. Colourful. Simple and comprehensive design.
U
by U####:
by U####:
This app looks like the one I need, however I've bought premium option inside the app and it won't allow me to use the features. I need to use this app as soon as possible, I've submitted a "ticket" but am awaiting a reply..........Update, they got back to me within a few hours and fixed it. Happy with service and good software.
U
by U####:
by U####:
Just what I was looking for. One thing that i wish it had was a reconcile box for each transaction so can check it off against bank statements. There is a cleared box you can select but this doesn't work most of the time. You can't get it to fill the cleared box after you have saved the transaction. Not really any help.
Y
by Y####:
by Y####:
Stopped syncing after a few days. Followed knowledgebase article. Made no difference. Had to uninstall BankTree and reinstall on phone before sync would work again :-(
U
by U####:
by U####:
Okay the app is generally great the only issue I have with it is that you can't enlarge and zoom in on the pictures that you attach per transaction. Plus I don't like how the budgetting area is set up you can't have a bar chart to compare your budget to your actual spending, you can't delete certain budget options that are on there and you can't see a budget total either for a typical month.
U
by U####:
by U####:
Doesn't sync with my laptop running Windows 7. Tutorial is useless. Shame as I've been using the Desktop version for many years.
U
by U####:
by U####:
Similar to ms money but with ipad/android easy syncing too, very handy
A
by A####:
by A####:
According to Sophos Security this app has a low reputation as it is intrusive. Just Uninstalled it.
M
by M####:
by M####:
Bit over fussy and not as straightforward as the full version on my PC.
U
by U####:
by U####:
Gone back to earlier version.latest version blank dashboard. Not good
U
by U####:
by U####:
Just what you need on the move, the auto sync with the desktop is pergect
U
by U####:
by U####:
Difficult to set up link to drop box.
E
by E####:
by E####:
Excellent personal budgeting software, love being able to attach receipts to transactions
V
by V####:
by V####:
I already purchased this app to upgrade. if I want to upgrade this to a business accounting app. What will be the procedure. Thanks
Z
by Z####:
by Z####:
Does what it says with no drama, now have it on Desktop, mobile and tablet, all sync no problem.
U
by U####:
by U####:
Trial version is too limiting. Could discover how to enter account opening balance
S
by S####:
by S####:
Good money package love it use it daily brillant
U
by U####:
by U####:
Early days but seems good. Thanks
B
by B####:
by B####:
Seems to work okay
U
by U####:
by U####:
Quite helpful
U
by U####:
by U####:
Excellent
Y
by Y####:
by Y####:
I could not be without this App, it is first class, and along with the Desktop version makes tracking your finances a piece of cake. The support team have been excellent in resolving the odd issue I have had and I thoroughly recommend BankTree.
Y
by Y####:
by Y####:
Have used Banktree since MS Money finished. Even got the missus using it. We update bank records daily and it is great for budgeting and forecasting. Highly recommended!
Y
by Y####:
by Y####:
Works a charm, cloud synchronisation, can keep on top of accounts and spending, well worth the price, in conjunction with desktop software.
J
by J####:
by J####:
Used with the Windows 10 version or standalone, this now works well for all my needs. 4* to encourage further development.
Y
by Y####:
by Y####:
I have tried numerous finance apps. None of which can begin to compare with yours. Just a brilliant app. Thank you
Y
by Y####:
by Y####:
This is a fantastic app and does all I need. First class
Y
by Y####:
by Y####:
Should have the option to hide accounts in the desktop version and to have investment accounts to view on mobile version. Also on main version the various acc types should total the acc type I have given the MOBILE version only, 5 stars but the desk top needs updating to compliment. Maybe users should be advised of upcoming changes and have some input as to requirements
I
by I####:
by I####:
Latest version 30/09/16 is Absolutely brilliant !!!!, Now provides full automatic sync. across all my devices .Thank you very very much Banktree ♥♥.
Y
by Y####:
by Y####:
Does the job for me perfectly. I needed to replace MS Money (2003), and this surpasses it. The ability to sync desktop with mobile is superb
Y
by Y####:
by Y####:
Absolutely brilliant, bought this to replace a similar accounts program that refused to run on windows 10 and customer service would not look into. This program has the added bonus of the mobile app, real value, great five stars.
K
by K####:
by K####:
The app has really improved in all areas. Much easier to input transactions on the go. Dashboard very useful. Great to have access to scheduled transactions. Synchronising much improved once you get your files correctly located. Worth upgrading to premium version. The only thing missing is ability to view reports. Thanks to Bank tree for making my life a bit easier.
Y
by Y####:
by Y####:
The app has gone through a major upgrade and is much more user friendly. The main benefit is that it is much easier to enter transactions. I did have quite a job getting the app to sync but the support was able to sort this out.
by U####:
Very similar to Microsoft Money. I am using the 2 in parallel for now. Takes a bit of getting used to but tutorials and customer support are very good. I like the fact that it syncs with my mobile phone. That is currently the only benefit it offers me right now over Money. Good value for money. Pity they charge for bank downloads. All fine apart from that.