Screenshots

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'.

What's New

Version 2.0.20

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.

Ratings and Reviews

4.0 out of 5
19 Ratings
19 Ratings
char2007 ,

Finally a half decent finance app

I have been downloaded, literally, 12 apps looking for something that would do 2 simple things .. download bank/credit card transactions and let me forecast my cash flow. Oh - and it has to work properly in the UK. Finally, I have found one that does!

Well, almost - I still have a small problem with the perfect forecasted cash flow graph - but it might be user error. At least there is a help desk with actual people to give you help.

It would be 5 stars but the user interface isn’t as up to date as other apps. Come on guys ... a bit of a facelift of your UI should be roadmap for 2018 ... I could still choose a default expense category of “CDs and tapes”. When was the last time I needed this - 1999??!!!!! :)

garynb ,

Best personal finance app by far

I’ve tried many personal finance apps in the past and this is most definitely the best. Syncing with my PC is a must for me and this works perfectly.
Customer support is second to none. Had a problem which was sorted via their ticket system promptly and on a weekend.
Well done!

Dippyden ,

It does what it says on the tin.

I've been using it for years and it does everything I want to. I can keep track of all my accounts, credit cards, foreign account. See the total at a glance and report on pretty much anything. Highly recommend .

Information

Seller
BankTree Software Limited
Size
25.2 MB
Category
Finance
Compatibility
Requires iOS 9.0 or later. Compatible with iPhone, iPad and iPod touch.
Languages
English
Age Rating
Rated 4+
Copyright
© 2011 BankTree Software Ltd
Price
Free
In-App Purchases
  1. Premium £4.99

Supports

  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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