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Computerized Investing > September 1, 2012

BankTree Personal Finance

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by CI Staff

BankTree is a rather comprehensive personal finance management program that helps individuals monitor their financial situations and budget for the future. The program supports multiple accounts, various currencies and is compatible with Microsoft Money, Quicken and Microsoft Excel. Users can import their online bank statements and download the latest data on their investments. All of these features and more combine to provide a reasonably accurate snapshot of users’ financial situations at any given time.

With over 10 built-in reports and the ability to create custom reports, users can see the information they need easily. The Spending by Category and Spending by Payee reports are exceptionally useful because they show exactly where the most money is being spent. For instance, some individuals tend to underestimate their spending on entertainment, but the Spending by Category feature can highlight that. There are reports for monitoring cash flow, transactions, investment performance and budgets.

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