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SPECIFICTION
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BankTree Personal Finance

banktree.co.uk

From £3.50/mo Free trial WebWindowsmacOSLinuxiOSAndroid
Visit banktree.co.uk
Spec score 8.7 #21 of 181 in Personal Finance Software

Spec sheet

Purpose
BankTree provides online, desktop, and mobile software for recording income and expenditure, importing statements, balancing accounts, and budgeting.Read 11 Oct 2026 · banktree.co.uk
Free plan
NoRead 22 Sep 2026 · online.banktree.co.uk
Mobile apps
bothRead 22 Sep 2026 · online.banktree.co.uk
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.Read 11 Oct 2026 · banktree.co.uk
Support
The maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups.Read 11 Oct 2026 · banktree.co.uk
Account sync
bothRead 22 Sep 2026 · online.banktree.co.uk
Accounts and budgeting
The online product supports cash and investment accounts, multiple currencies, budgets, scheduled payments, and account reconciliation.Read 11 Oct 2026 · banktree.co.uk
Bank connections
BankTree Online supports live transaction syncing and says it connects to over 50 financial institutions in the UK and Europe.Read 11 Oct 2026 · banktree.co.uk
Bill tracking
YesRead 22 Sep 2026 · online.banktree.co.uk
Budgeting tools
YesRead 22 Sep 2026 · online.banktree.co.uk
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.Read 11 Oct 2026 · online.banktree.co.uk
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.Read 11 Oct 2026 · banktree.co.uk
Desktop platform
BankTree Desktop version 3.0 runs on Windows, including Windows 10 and Windows 11.Read 11 Oct 2026 · banktree.co.uk
Investments
The online product includes investment accounts, share transactions, NASDAQ and FTSE 100 price updates, and investment reports on Premier.Read 11 Oct 2026 · banktree.co.uk
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.Read 11 Oct 2026 · banktree.co.uk
Mobile sync
BankTree Mobile syncs with desktop through Dropbox or Google Drive, and syncs directly when used with BankTree Online.Read 11 Oct 2026 · banktree.co.uk
Net-worth tracking
YesRead 22 Sep 2026 · online.banktree.co.uk
Report export
YesRead 22 Sep 2026 · online.banktree.co.uk
Reports and forecasts
BankTree Online offers 24 reports and charts and can forecast how scheduled transactions affect net worth over months and years.Read 11 Oct 2026 · banktree.co.uk

Plans and prices

Starter £3.50 a month billed monthly 3 banks included · Additional banks £1.00 per bank per month Read 22 Sep 2026 · online.banktree.co.uk
Premier £4.50 a month billed monthly 3 banks included · Additional banks £1.00 per bank per month Read 22 Sep 2026 · online.banktree.co.uk
Desktop Personal Finance £35 a month No monthly fees 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 £35, paid once One-time purchase; one computer, with additional installations charged at £5.00 per computer Windows only · version 3.0 Read 11 Oct 2026 · banktree.co.uk
BankTree Online Premier Price not published £4.50 per month or £45.00 per year Includes Starter features · investment accounts and reports · automated stock price feed Read 11 Oct 2026 · online.banktree.co.uk
BankTree Online Starter Price not published £3.50 per month or £35.00 per year Free access to 3 banks · additional bank access £1.00 per bank per month Read 11 Oct 2026 · online.banktree.co.uk

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