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- BankTree Personal Finance
On the recordRead 11 Oct 202619 facts
BankTree Personal Finance
Plans and prices
Starter
£3.50a month
3 banks included · Additional banks £1.00 per bank per month
Read 22 Sep 2026 · online.banktree.co.uk
Premier
£4.50a month
3 banks included · Additional banks £1.00 per bank per month
Read 22 Sep 2026 · online.banktree.co.uk
Desktop Personal Finance
£35a month
1 computer included · Additional installations £5.00 per computer
Read 22 Sep 2026 · banktree.co.uk
BankTree Online Trial
Free
7-day trial
Read 11 Oct 2026 · online.banktree.co.uk
BankTree Desktop Personal Finance
£35one-time
Windows only · version 3.0
Read 11 Oct 2026 · banktree.co.uk
BankTree Online Starter
Priced on request
Free access to 3 banks · additional bank access £1.00 per bank per month
Read 11 Oct 2026 · online.banktree.co.uk
BankTree Online Premier
Priced on request
Includes Starter features · investment accounts and reports · automated stock price feed
Read 11 Oct 2026 · online.banktree.co.uk
On the record
- Accounts and budgeting
- The online product supports cash and investment accounts, multiple currencies, budgets, scheduled payments, and account reconciliation.banktree.co.uk · read 11 Oct 2026
- Account sync
- bothonline.banktree.co.uk · read 22 Sep 2026
- Bank connections
- BankTree Online supports live transaction syncing and says it connects to over 50 financial institutions in the UK and Europe.banktree.co.uk · read 11 Oct 2026
- Bill tracking
- Yesonline.banktree.co.uk · read 22 Sep 2026
- Budgeting tools
- Yesonline.banktree.co.uk · read 22 Sep 2026
- Company and regulatory relationship
- BankTree Software Limited is registered in England, company number 07276577, and says it acts as an agent of TrueLayer for regulated account information services.online.banktree.co.uk · read 11 Oct 2026
- Data import and export
- The product supports imports from Microsoft Money and Quicken in OFX, QFX, and QIF formats, and exports to Excel, CSV, and PDF.banktree.co.uk · read 11 Oct 2026
- Desktop platform
- BankTree Desktop version 3.0 runs on Windows, including Windows 10 and Windows 11.banktree.co.uk · read 11 Oct 2026
- Investments
- The online product includes investment accounts, share transactions, NASDAQ and FTSE 100 price updates, and investment reports on Premier.banktree.co.uk · read 11 Oct 2026
- Mobile app
- BankTree Mobile for Android and iOS can run standalone or with desktop or online software and supports receipt photos, budgets, and scheduled transactions.banktree.co.uk · read 11 Oct 2026
- Mobile apps
- bothonline.banktree.co.uk · read 22 Sep 2026
- Mobile sync
- BankTree Mobile syncs with desktop through Dropbox or Google Drive, and syncs directly when used with BankTree Online.banktree.co.uk · read 11 Oct 2026
- Net-worth tracking
- Yesonline.banktree.co.uk · read 22 Sep 2026
- Purpose
- BankTree provides online, desktop, and mobile software for recording income and expenditure, importing statements, balancing accounts, and budgeting.banktree.co.uk · read 11 Oct 2026
- Report export
- Yesonline.banktree.co.uk · read 22 Sep 2026
- Reports and forecasts
- BankTree Online offers 24 reports and charts and can forecast how scheduled transactions affect net worth over months and years.banktree.co.uk · read 11 Oct 2026
- Security
- BankTree Online states that its site certificate uses 2048-bit encryption, it does not store passwords, it logs account logins, and it supports two-factor authentication.banktree.co.uk · read 11 Oct 2026
- Support
- The maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups.banktree.co.uk · read 11 Oct 2026
