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BankTree Personal Finance

Category: Finance Date:2024-08-22

Rating: 4.3

Introduction

BankTree Personal Finance is your ultimate tool for mastering money management. With this intuitive app, you can effortlessly track spending, plan budgets, and gain control over your finances right from your phone or tablet. Say goodbye to notebooks and spreadsheets—BankTree makes managing your finances easy and enjoyable.

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 phone or tablet, you can rely on our app to record all of the transactions and manage your expenditure. It works seamlessly across devices and platforms. From phone, tablet 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.

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 toPREMIUMfor 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

*Understanding App Permissions*

Photos/Media/Files: Attach and view receipts within your transactions.

Storage: Save images, transaction data, and backup files.

Network/WiFi: Update cloud files and obtain real-time currency exchange rates.

To set up Windows Desktop/Cloud synchronization, choose Dropbox or Google Drive under Settings and follow the instructions. For BankTree Online/Cloud sync, select Enable BankTree Online and enter your login details.

Transform how you manage your finances today with BankTree Personal Finance—download now and start achieving your financial goals!

Seamless Cloud Integration

Set up the Windows Desktop or Cloud synchronization by selecting Dropbox or Google Drive under settings. This integration allows you to sync with BankTree’s desktop application, ensuring your data is up-to-date across all platforms.

Download BankTree Personal Finance today to take control of your finances with ease and security. Maximize your financial potential by managing your money more effectively, planning your budget, and staying on top of your financial goals.

BankTree Personal Finance - Version 2.0.27

What's new

Amended permissions for Google Drive. Please make sure you have the updated desktop app version 3.24.3 to sync with the mobile app.

  • No virus
  • No advertising
  • User protection
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