No. 96of 181 ·Personal Finance Software

BankTree Personal Finance

Name: BankTree Personal Finance
Price: 3.5 GBP

Web · Windows · Mac · Linux · Android · iPhone· paid plans from £3.50/mo

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Freedom report

Two barsScore 6.3

Free tierNo free tier
Runs widely6 of 6 device platforms
DocumentedPlans, terms and facts published

BankTree Personal Finance is ranked #96 of 181 in personal finance software on Freedom251. It runs on Android, iOS, Linux, macOS, Web, Windows. There is no free plan. A free trial is offered. Paid plans start at £3.50/mo.

BankTree Personal Finance plans and pricing

All plans

Starter £3.50/mo billed monthly 3 banks included · Additional banks £1.00 per bank per month online.banktree.co.uk · 22 Sept 2026

Premier £4.50/mo billed monthly 3 banks included · Additional banks £1.00 per bank per month online.banktree.co.uk · 22 Sept 2026

Desktop Personal Finance £35/mo No monthly fees 1 computer included · Additional installations £5.00 per computer banktree.co.uk · 22 Sept 2026

BankTree Online Trial Free 7-day trial online.banktree.co.uk · 11 Oct 2026

BankTree Desktop Personal Finance £35 once One-time purchase; one computer, with additional installations charged at £5.00 per computer Windows only · version 3.0 banktree.co.uk · 11 Oct 2026

BankTree Online Starter £3.50 per month or £35.00 per year Free access to 3 banks · additional bank access £1.00 per bank per month online.banktree.co.uk · 11 Oct 2026

Compared on personal finance software

Free plan: No
Budgeting tools: Yes
Bill tracking: Yes
Net-worth tracking: Yes
Account sync: both
Report export: Yes
Mobile apps: both

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The record

Purpose: BankTree provides online, desktop, and mobile software for recording income and expenditure, importing statements, balancing accounts, and budgeting.
Accounts and budgeting: The online product supports cash and investment accounts, multiple currencies, budgets, scheduled payments, and account reconciliation.
Reports and forecasts: BankTree Online offers 24 reports and charts and can forecast how scheduled transactions affect net worth over months and years.
Bank connections: BankTree Online supports live transaction syncing and says it connects to over 50 financial institutions in the UK and Europe.
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.
Investments: The online product includes investment accounts, share transactions, NASDAQ and FTSE 100 price updates, and investment reports on Premier.
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.
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.
Mobile sync: BankTree Mobile syncs with desktop through Dropbox or Google Drive, and syncs directly when used with BankTree Online.
Desktop platform: BankTree Desktop version 3.0 runs on Windows, including Windows 10 and Windows 11.
Support: The maker offers support tickets, a knowledgebase, and tutorials covering accounts, budgets, imports, investments, reconciliation, and backups.
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.
Price from: £3.50/mo

Where it ranks on Freedom251

Best Personal Finance Software in 2026#96 of 181

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Sources

banktree.co.uk· checked 11 Oct 2026
banktree.co.uk/products/banktree-online.html· checked 11 Oct 2026
banktree.co.uk/products/banktree-mobile.html· checked 11 Oct 2026
banktree.co.uk/download.html· checked 11 Oct 2026
banktree.co.uk/support/· checked 11 Oct 2026
online.banktree.co.uk· checked 11 Oct 2026
banktree.co.uk/buy.html· checked 11 Oct 2026