BankTree Personal Finance vs Sure
BankTree Personal Finance
banktree.co.ukSure
sure.amSide by side
| Figure | BankTree Personal Finance | Sure |
|---|---|---|
| Price from | £3.50/mo | Free |
| Free plan | — | Yes |
| Free trial | Yes | — |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | Yes | — |
| macOS | Yes | Yes |
| Linux | Yes | — |
| iOS | Yes | Yes |
| Android | Yes | Yes |
| API | — | Yes |
| Self-hosted | — | Yes |
| Plans published | 7 | 1 |
| Spec score · Personal Finance Software | 8.7 (#21) | 8.8 (#11) |
| 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 |
| 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. | Sure says it uses strong encryption and secure authentication, and that account-link data is protected with Plaid. |
| Support | The maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups. | The pricing page directs users with unanswered questions to the Sure community on Discord. |
Plans
BankTree Personal Finance
- Starter£3.50 a month
- Premier£4.50 a month
- Desktop Personal Finance£35 a month
- BankTree Online TrialFree
- BankTree Desktop Personal Finance£35, paid once
- BankTree Online PremierPrice not published
- BankTree Online StarterPrice not published
In their own words
BankTree Personal Finance
BankTree Personal Finance has no write-up on Specifiction yet; its figures are above.
Sure
Sure is a personal finance platform for tracking and managing personal and business money. It links accounts from more than 10,000 financial institutions through Plaid, and users can add assets and debts manually, including collectibles and personal loans. Investment balances can be combined with live market data. Transaction management includes custom categories, merchants and tags, filters, bulk edits, notes, receipts, manual entry, and CSV imports. Rules can categorize transactions by description, merchant, or amount, and apply to past or future activity. Budgeting tools cover category budgets, spending trends, cash-flow planning, and planned-versus-actual comparisons. An AI assistant answers questions about financial data through natural-language chat and analysis. Sure is open source under AGPLv3 and its self-hosted plan costs nothing, with contributions optional. It supports web, macOS, iOS, Android, API, and self-hosted use. The pricing page says a proper hosted version is not yet offered; users can self-host or consider third-party hosting.