Manage Your Money

Whatever your financial situation there is always room to make your money stretch further, even if you just want to get a handle on it.

Personal Finance Software

Our online web application, Our desktop software and mobile app will help you record income and expenditure, import statements, balance accounts, budgeting and much more.

Small Price

Choose our online web application and run on any web browser OR our desktop application and install on your computer, with free email support, free updates

Software With The Power Of Three

Manage your money in BankTree Personal Finance, get the free trial. Manage all your accounts in one application, whether that’s your desktop pc, your web browser or your mobile phone and tablet.


Our personal finance software allows you to track your bank, checking, savings and credit card accounts.


Our personal finance software allows you to manage your investment portfolio, download latest stock prices and, get up-to date market values


Our personal finance software has easy to understand reports with interactive charts give you a clearer picture of where to budget better.

Why Choose Us?

Helping you to Manage your Money

No Worries

Take the hassle out of managing your money and put the fun back in to your life with our finance software. Manage your money on the move with our online, personal finance software. Get our desktop, personal finance software for your Windows computer, and our mobile app for your Android phone and tablet, or Apple phone and iPad.

Stay Connected with your Bank

Connect to your bank and download live transactions with our 2048 bit secure connection or manually import your statements. Import from Quicken, and Microsoft Money with our easy to use import facility with our personal finance software.

Budgeting Software

Easily set budgets, check how you are sticking to them, and forecast ongoing budgets with our personal finance software.

Never Lose a Receipt

Scan receipts with your mobile, using the BankTree Mobile app, and sync with the desktop to have all your receipts on your computer. Or sync with our online application to store your receipts on the cloud.

Track your Investments

Get the latest investment information at your fingertips for your investment portfolio using our personal finance software. Get daily live prices with our online personal finance software.

Always here to help

Free support is available for the current version of BankTree personal finance software. View our video tutorials, read our articles, or send us a support ticket.

What People Are Saying About Us