BankTree Personal Finance2.0.27 - App Store
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Publisher Description
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 iPhone or iPad. 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 iPhone or iPad, you can rely on our app to record all of the transactions and manage your expenditure. It works seamlessly across devices and platforms. From iPhone, iPad 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 or the BankTree Online web 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'.
Version History Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app. 2.0.27 04/08/2024 New versions of BankTree Mobile for iOS/iPad
Fix for Dropbox authorisation. After this update go to SETTINGS > switch off the ENABLE DROBOX setting, and then switch it back on again. You will then be asked to provide your authorisation. The app should then work as before. 2.0.25 02/21/2022 New versions of BankTree Mobile for iOS/iPad
Some bug fixes 2.0.24 12/21/2021 New versions of BankTree Mobile for iOS/iPad
Fix for dropbox authorisation 2.0.21 11/24/2021 ew version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. Fix for synchronisation of skip schedules. 2.0.20 03/28/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. 2.0.19 03/27/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to BankTree personal finance login screen. 2.0.17 11/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated transaction search for description text and update to BankTree personal finance login screen. 2.0.16 11/17/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated currency provider 2.0.15 11/04/2017 New version of BankTree Personal Finance for iPhone/iPad.
Fix for InApp purchase of BankTree Premium 2.0.14 10/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added file synchronisation facility with BankTree Online, added an image viewer, fixes for iOS storage, and transaction filter. 2.0.13 10/23/2017 New version of BankTree Personal Finance for iPhone/iPad.
Google Drive Sync updated. 2.0.11 01/02/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added feature copy and delete transactions and schedules. Fix for category creation. 2.0.10 12/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Fix for foreign currency transfers and increased the quality of photos and images selected, when attaching receipts. 2.0.9 10/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. Added Log off option. 2.0.8 10/15/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. 2.0.7 09/30/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronisation with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), schedules updates. 2.0.6 09/21/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.5 09/15/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.4 09/13/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.3 09/08/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.2 09/02/2016 New version of BankTree Personal Finance for iOS.
To setup the Windows Desktop / Dropbox sync follow these instructions
http://www.banktree.co.uk/support/knowledgebase.php?article=42
Note the following change to the Settings for the Cloud folder:
c:\users\user\Dropbox\Apps\BankTree 2.0.0 08/29/2016 Fixes dropbox file synchronisation 1.2.9 03/16/2015 Running balance in transaction view 1.2.8 03/07/2015 metadata changed
added password protection
Added ability to automatically synchronize off-line files, with the Dropbox service 1.2.5 04/30/2014
About BankTree Personal Finance
The company that develops BankTree Personal Finance is BankTree Software Limited. The latest version released by its developer is 2.0.27.
To install BankTree Personal Finance on your iOS device, just click the green Continue To App button above to start the installation process. The app is listed on our website since 2026-10-15 and was downloaded 0 times. We have already checked if the download link is safe, however for your own protection we recommend that you scan the downloaded app with your antivirus. Your antivirus may detect the BankTree Personal Finance as malware if the download link is broken.
How to install BankTree Personal Finance on your iOS device:
- Click on the Continue To App button on our website. This will redirect you to the App Store.
- Once the BankTree Personal Finance is shown in the iTunes listing of your iOS device, you can start its download and installation. Tap on the GET button to the right of the app to start downloading it.
- If you are not logged-in the iOS appstore app, you'll be prompted for your your Apple ID and/or password.
- After BankTree Personal Finance is downloaded, you'll see an INSTALL button to the right. Tap on it to start the actual installation of the iOS app.
- Once installation is finished you can tap on the OPEN button to start it. Its icon will also be added to your device home screen.
Program Details
System requirements
Download information
Pricing
Version History
version 2.0.27
posted on 2026-10-15
Version History Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app. 2.0.27 04/08/2024 New versions of BankTree Mobile for iOS/iPad
Fix for Dropbox authorisation. After this update go to SETTINGS > switch off the ENABLE DROBOX setting, and then switch it back on again. You will then be asked to provide your authorisation. The app should then work as before. 2.0.25 02/21/2022 New versions of BankTree Mobile for iOS/iPad
Some bug fixes 2.0.24 12/21/2021 New versions of BankTree Mobile for iOS/iPad
Fix for dropbox authorisation 2.0.21 11/24/2021 ew version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. Fix for synchronisation of skip schedules. 2.0.20 03/28/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. 2.0.19 03/27/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to BankTree personal finance login screen. 2.0.17 11/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated transaction search for description text and update to BankTree personal finance login screen. 2.0.16 11/17/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated currency provider 2.0.15 11/04/2017 New version of BankTree Personal Finance for iPhone/iPad.
Fix for InApp purchase of BankTree Premium 2.0.14 10/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added file synchronisation facility with BankTree Online, added an image viewer, fixes for iOS storage, and transaction filter. 2.0.13 10/23/2017 New version of BankTree Personal Finance for iPhone/iPad.
Google Drive Sync updated. 2.0.11 01/02/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added feature copy and delete transactions and schedules. Fix for category creation. 2.0.10 12/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Fix for foreign currency transfers and increased the quality of photos and images selected, when attaching receipts. 2.0.9 10/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. Added Log off option. 2.0.8 10/15/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. 2.0.7 09/30/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronisation with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), schedules updates. 2.0.6 09/21/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.5 09/15/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.4 09/13/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.3 09/08/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.2 09/02/2016 New version of BankTree Personal Finance for iOS.
To setup the Windows Desktop / Dropbox sync follow these instructions
http://www.banktree.co.uk/support/knowledgebase.php?article=42
Note the following change to the Settings for the Cloud folder:
c:\users\user\Dropbox\Apps\BankTree 2.0.0 08/29/2016 Fixes dropbox file synchronisation 1.2.9 03/16/2015 Running balance in transaction view 1.2.8 03/07/2015 metadata changed
added password protection
Added ability to automatically synchronize off-line files, with the Dropbox service 1.2.5 04/30/2014
version 2.0.27
posted on 2026-09-03
Version History Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app. 2.0.27 04/08/2024 New versions of BankTree Mobile for iOS/iPad
Fix for Dropbox authorisation. After this update go to SETTINGS > switch off the ENABLE DROBOX setting, and then switch it back on again. You will then be asked to provide your authorisation. The app should then work as before. 2.0.25 02/21/2022 New versions of BankTree Mobile for iOS/iPad
Some bug fixes 2.0.24 12/21/2021 New versions of BankTree Mobile for iOS/iPad
Fix for dropbox authorisation 2.0.21 11/24/2021 This app has been updated by Apple to prepare for watchOS 27 compatibility. No new features are included.
ew version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. Fix for synchronisation of skip schedules. 2.0.20 03/28/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. 2.0.19 03/27/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to BankTree personal finance login screen. 2.0.17 11/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated transaction search for description text and update to BankTree personal finance login screen. 2.0.16 11/17/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated currency provider 2.0.15 11/04/2017 New version of BankTree Personal Finance for iPhone/iPad.
Fix for InApp purchase of BankTree Premium 2.0.14 10/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added file synchronisation facility with BankTree Online, added an image viewer, fixes for iOS storage, and transaction filter. 2.0.13 10/23/2017 New version of BankTree Personal Finance for iPhone/iPad.
Google Drive Sync updated. 2.0.11 01/02/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added feature copy and delete transactions and schedules. Fix for category creation. 2.0.10 12/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Fix for foreign currency transfers and increased the quality of photos and images selected, when attaching receipts. 2.0.9 10/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. Added Log off option. 2.0.8 10/15/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. 2.0.7 09/30/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronisation with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), schedules updates. 2.0.6 09/21/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.5 09/15/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.4 09/13/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.3 09/08/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.2 09/02/2016 New version of BankTree Personal Finance for iOS.
To setup the Windows Desktop / Dropbox sync follow these instructions
http://www.banktree.co.uk/support/knowledgebase.php?article=42
Note the following change to the Settings for the Cloud folder:
c:\users\user\Dropbox\Apps\BankTree 2.0.0 08/29/2016 Fixes dropbox file synchronisation 1.2.9 03/16/2015 Running balance in transaction view 1.2.8 03/07/2015 metadata changed
added password protection
Added ability to automatically synchronize off-line files, with the Dropbox service 1.2.5 04/30/2014
version 2.0.27
posted on 2026-08-21
Version History Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app. 2.0.27 04/08/2024 New versions of BankTree Mobile for iOS/iPad
Fix for Dropbox authorisation. After this update go to SETTINGS > switch off the ENABLE DROBOX setting, and then switch it back on again. You will then be asked to provide your authorisation. The app should then work as before. 2.0.25 02/21/2022 New versions of BankTree Mobile for iOS/iPad
Some bug fixes 2.0.24 12/21/2021 New versions of BankTree Mobile for iOS/iPad
Fix for dropbox authorisation 2.0.21 11/24/2021 This update from Apple will improve the functionality of this app. No new features are included.
ew version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. Fix for synchronisation of skip schedules. 2.0.20 03/28/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. 2.0.19 03/27/2018 New version of BankTree Personal Finance for iPhone/iPad.
Update to BankTree personal finance login screen. 2.0.17 11/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated transaction search for description text and update to BankTree personal finance login screen. 2.0.16 11/17/2017 New version of BankTree Personal Finance for iPhone/iPad.
Updated currency provider 2.0.15 11/04/2017 New version of BankTree Personal Finance for iPhone/iPad.
Fix for InApp purchase of BankTree Premium 2.0.14 10/27/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added file synchronisation facility with BankTree Online, added an image viewer, fixes for iOS storage, and transaction filter. 2.0.13 10/23/2017 New version of BankTree Personal Finance for iPhone/iPad.
Google Drive Sync updated. 2.0.11 01/02/2017 New version of BankTree Personal Finance for iPhone/iPad.
Added feature copy and delete transactions and schedules. Fix for category creation. 2.0.10 12/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Fix for foreign currency transfers and increased the quality of photos and images selected, when attaching receipts. 2.0.9 10/22/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. Added Log off option. 2.0.8 10/15/2016 New version of BankTree Personal Finance for iPhone/iPad.
Featuring Smart Sync allowing you to automatically sync all devices (available after selecting the 'Sync with BankTree desktop' option). Smart Sync is a premium feature. 2.0.7 09/30/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronisation with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), schedules updates. 2.0.6 09/21/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.5 09/15/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.4 09/13/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.3 09/08/2016 New version of BankTree Personal Finance for iOS.
Added instructions for cloud synchronization with BankTree desktop (available after selecting the 'Sync with BankTree desktop' option), fix for cloud synchronization on older devices, schedules updates. 2.0.2 09/02/2016 New version of BankTree Personal Finance for iOS.
To setup the Windows Desktop / Dropbox sync follow these instructions
http://www.banktree.co.uk/support/knowledgebase.php?article=42
Note the following change to the Settings for the Cloud folder:
c:\users\user\Dropbox\Apps\BankTree 2.0.0 08/29/2016 Fixes dropbox file synchronisation 1.2.9 03/16/2015 Running balance in transaction view 1.2.8 03/07/2015 metadata changed
added password protection
Added ability to automatically synchronize off-line files, with the Dropbox service 1.2.5 04/30/2014
version 2.0.27
posted on 2024-04-08
Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app.
version 2.0.27
posted on 2024-04-08
Apr 8, 2024
Version 2.0.27
Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app.
version 2.0.25
posted on 2022-02-21
Feb 21, 2022
Version 2.0.25
New versions of BankTree Mobile for iOS/iPad
Fix for Dropbox authorisation. After this update go to SETTINGS > switch off the ENABLE DROBOX setting, and then switch it back on again. You will then be asked to provide your authorisation. The app should then work as before.
version 2.0.7
posted on 2014-04-08
Disclaimer
Official App Store Link
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