Draft:BankTree Software
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Submission declined on 16 October 2025 by Pythoncoder (talk). This draft appears to contain text generated by a large language model (such as ChatGPT). You cannot use LLMs to generate article content.
Declined by Pythoncoder 9 months ago.LLM-generated pages with certain obvious signs of being machine generated may be deleted without notice. Instead, only summarize in your own words a range of independent, reliable, published sources that discuss the subject. See the advice page on large language models for more information. | |
Submission declined on 9 October 2025 by SafariScribe (talk). This draft is not adequately supported by reliable sources. Wikipedia's verifiability policy requires that all content be supported by reliable sources.
This draft's references do not show that the subject meets Wikipedia's criteria for inclusion for organizations and companies. The draft requires multiple published secondary sources that:
Declined by SafariScribe 9 months ago.
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| Type | Private |
|---|---|
| Industry | Personal finance software |
| Founded | June 8, 2010 |
| Headquarters | London, United Kingdom |
Area served | Worldwide |
| Products | Personal finance software, budgeting software |
| Website | banktree.co.uk |
BankTree Software Limited (trading as BankTree) is a United Kingdom–based developer of personal finance and budgeting software. The company provides desktop, web, and mobile applications that help individuals manage accounts, create budgets, and track investments. It is privately held and headquartered in London, England.
History
[edit]The company was incorporated in England on 8 June 2010 under the name Personal Finance Online Ltd.[1] It changed its name to BankTree Software Limited on 18 March 2011.[1]
Products
[edit]BankTree develops a range of money-management products, including a desktop application, a web platform, and mobile apps for iOS and Android.
BankTree Personal Finance (Desktop)
[edit]The Windows-based desktop software enables users to import bank statements, create budgets, and track investments using file formats such as OFX, QIF, and CSV.[2] It operates on a perpetual licence model following a 30-day trial.
BankTree Online
[edit]BankTree Online is a browser-based service that integrates with open banking providers and allows users to manage multiple accounts in different currencies.[3] The subscription service provides budget alerts, reconciliation, and financial reporting features.
Mobile applications
[edit]The companion mobile apps for iOS and Android support on-the-go expense entry, receipt scanning, and synchronisation with the desktop or online platforms.[4]
Reception
[edit]TechRadar described BankTree as “powerful. It performs well and comes with a wide variety of features that make it appealing to users across the board, with a decent interface, with lots of menu options” though noted that it could be “labour-intensive”[5]
Yahoo! Finance reviewed the product as “features and interface are all generally good, but some tweaks to the package might make it more widely appealing”, generally positive reviews regarding BankTree Online as having "the really good stuff, It’s got a stack of features that include the ability to setup cash or investment accounts, plus there’s the capacity for importing bank statements from your online bank or other financial packages, including the likes of Quicken or Microsoft Money.[6]
The independent comparison site Compared & Reviewed rated it as “a good option for keeping track of your investment accounts alongside your cash accounts, putting everything easily accessible in one place”.[7]
In TechRadar's 2025 roundup of the “Best personal finance software,” BankTree was highlighted for its multi-currency support.[8]
Business model
[edit]BankTree Software operates as a private limited company registered in England and Wales (company number 07276577).[1] Its revenue model combines one-time licence sales for desktop software and mobile services with subscription pricing for web service.[9]
See also
[edit]References
[edit]- ^ a b c "BankTree Software Limited". Companies House. UK Government. Retrieved 8 October 2025.
- ^ "BankTree Personal Finance Desktop". BankTree Software. Retrieved 8 October 2025.
- ^ "BankTree Online Personal Finance". BankTree Software. Retrieved 8 October 2025.
- ^ "BankTree Mobile". BankTree Software. Retrieved 8 October 2025.
- ^ Clymo, Rob (2024-04-23). "BankTree Personal Finance review". TechRadar. Retrieved 8 October 2025.
- ^ "BankTree Personal Finance Review". Yahoo! Finance. 2024-05-01. Retrieved 8 October 2025.
- ^ "BankTree Review". Compared & Reviewed. Retrieved 8 October 2025.
- ^ "Best personal finance software 2025". TechRadar. 2025-04-10. Retrieved 8 October 2025.
- ^ "BankTree Software". Tracxn. 3 September 2025. Retrieved 8 October 2025.
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