
BankTree Personal Finance
7.7#32 in personal finance softwareAndroidiOSWebLinux
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| Fact | BankTree Personal Finance | PocketSmith |
|---|---|---|
| Account sync | both | both |
| Bill tracking | Yes | Yes |
| Budgeting tools | Yes | Yes |
| Free plan | No | Yes |
| Mobile apps | both | both |
| Net-worth tracking | Yes | Yes |
| Purpose | BankTree provides online, desktop, and mobile software for recording income and expenditure, importing statements, balancing accounts, and budgeting. | PocketSmith is personal finance software for forecasting future bank balances and interacting with money. |
| Report export | Yes | Yes |
| 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. | Connections are encrypted, stored data is encrypted at rest, passwords use bcrypt hashing, and PocketSmith reports an SSL Labs A+ transport rating as of February 2024. |
| Support | The maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups. | Users can contact PocketSmith support through the in-app Help menu or by email, with priority email support on Fortune. |
You want what its maker publishes above — check its page for the details.
It suits people who want to budget, monitor connected accounts and project balances, including users managing finances across currencies. The free plan is aimed at casual budgeters.