BankTree Personal Finance

BankTree Personal Finance

Money Management and Budgeting

1 ratings
38 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • April 8, 2014
  • April 8, 2024

Features

BankTree Personal Finance video #1 for iPhone
BankTree Personal Finance screenshot #2 for iPhone
BankTree Personal Finance screenshot #3 for iPhone
BankTree Personal Finance screenshot #4 for iPhone
BankTree Personal Finance screenshot #5 for iPhone
BankTree Personal Finance screenshot #6 for iPhone
iphone
ipad
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About

Track spending, plan budgets, and manage personal finances effortlessly. Visualize your financial health with insightful reports and never miss a bill with timely reminders. Securely sync your data across devices for complete control.

Expense tracking
Budget planning
In-depth financial reports
Bill reminders
Receipt capture
Cloud syncing
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What's New in BankTree Personal Finance

2.0.27

April 8, 2024

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

1

In-App Purchases

$4.99

Premium

Full access to BankTree mobile

User reviews

Doesn’t update

This app relies on syncing from the desktop cloud. It doesn’t update itself. Not worth the £4.99!

Keeps crashing

Works for a few days on my IPad, then crashes and have to turn the IPad off and restart,
Very annoying.

Disappointing

Been using Bank Tree for a few years now. The online versions is pretty good and you can export to excel which open the doors to a lot of options.

This app I have really struggled to use. The positives is that you can maybe find transaction info on the go and add receipts to transactions from your mobile.

It’s disappointing that you can’t sync to the bank. This would really help keep on top of your transactions.

The app layout doesn’t mirror online when it comes to accounts. Eg you can group your accounts into current accounts or savings etc, but here it just lists them. The accounts page confuses me because I assumed if you clicked on it, the next click would show transactions, but it seems to only show a screen where to can manage the name etc.

I’m not convinced on the search facility.

I find it’s just quicker to go and find the laptop, than use the app.
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Freezes

I am trying the “free” version before I commit to buy and there’s a problem. If you try to delete a category it comes up with a window stating you need the full version to do this so press ok or go. If you press either choice it just freezes and will not budge unless you turn your phone off and back on. Not impressed.
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Keeps freezing

This is the 4th time I have had t delete and re download the app because it froze. I have the pro version on my iPad but this doesn’t seem to work on my iPhone. The entries don’t always synchronise. The online version is quite good but the app is pretty poor tbh.

FAQ

What does BankTree Personal Finance do?

BankTree Personal Finance helps you understand where your money goes by tracking your spending and planning your budget. It allows you to manage your personal and family finances, providing insights through reports and reminders for upcoming bills.

What are the key features of this app?

Key features include an expense tracker, a budget planner, in-depth reports with charts, bill reminders, receipt capture, and secure cloud syncing across multiple devices. It also offers a currency converter and the ability to schedule recurring transactions.

How much does BankTree Personal Finance cost?

The app offers a free version with core features. Users can upgrade to PREMIUM to unlock additional features such as enhanced cloud syncing, scheduling future transactions, advanced budgeting tools, and the ability to export data in CSV or QIF formats.

What devices is BankTree Personal Finance compatible with?

The app is designed for iPhone and iPad. It also offers synchronization with the BankTree personal finance desktop application and the BankTree Online web application, allowing access from PCs and laptops.

How can this app help me manage my money?

This app helps you manage your money by providing a clear overview of your spending habits through detailed expense tracking and visual reports. You can set budgets for different categories to control spending, and bill reminders ensure you avoid late fees, ultimately helping you save more.