BankTree Personal Finance
The facts below are what the maker publishes about BankTree Personal Finance, checked and dated. Our editors have not written about it yet.
Plans and prices
From BankTree Personal Finance's own pricing page, checked 22 Sep 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Starter | £3.50 a month | 3 banks included · Additional banks £1.00 per bank per month · billed monthly |
| Premier | £4.50 a month | 3 banks included · Additional banks £1.00 per bank per month · billed monthly |
| Desktop Personal Finance | £35 a month | 1 computer included · Additional installations £5.00 per computer · No monthly fees |
| BankTree Online Trial | Free | 7-day trial |
| BankTree Desktop Personal Finance | £35, paid once | Windows only · version 3.0 · One-time purchase; one computer, with additional installations charged at £5.00 per computer |
| BankTree Online Starter | — | Free access to 3 banks · additional bank access £1.00 per bank per month · £3.50 per month or £35.00 per year |
| BankTree Online Premier | — | Includes Starter features · investment accounts and reports · automated stock price feed · £4.50 per month or £45.00 per year |
The facts
Each one read from BankTree Personal Finance's own pages, with the date it was checked.
What it does
- Accounts and budgeting
- The online product supports cash and investment accounts, multiple currencies, budgets, scheduled payments, and account reconciliation.checked 11 Oct 2026
- Account sync
- bothchecked 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.checked 11 Oct 2026
- Bill tracking
- Yeschecked 22 Sep 2026
- Budgeting tools
- Yeschecked 22 Sep 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.checked 11 Oct 2026
- Investments
- The online product includes investment accounts, share transactions, NASDAQ and FTSE 100 price updates, and investment reports on Premier.checked 11 Oct 2026
- Mobile sync
- BankTree Mobile syncs with desktop through Dropbox or Google Drive, and syncs directly when used with BankTree Online.checked 11 Oct 2026
- Net-worth tracking
- Yeschecked 22 Sep 2026
- Purpose
- BankTree provides online, desktop, and mobile software for recording income and expenditure, importing statements, balancing accounts, and budgeting.checked 11 Oct 2026
- Report export
- Yeschecked 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.checked 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.checked 11 Oct 2026
- Support
- The maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups.checked 11 Oct 2026
The company
- 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.checked 11 Oct 2026
Where it runs
- Desktop platform
- BankTree Desktop version 3.0 runs on Windows, including Windows 10 and Windows 11.checked 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.checked 11 Oct 2026
- Mobile apps
- bothchecked 22 Sep 2026
Money
- Free plan
- Nochecked 22 Sep 2026
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