BankTree Software
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| 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
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
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)
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
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
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
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”.[5]
In TechRadar's 2025 roundup of the “Best personal finance software,” BankTree was highlighted for its multi-currency support.[6]
Business model
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.[7]
References
- ↑ 1.0 1.1 1.2 "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.
- ↑ "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.
External links
This article "BankTree Software" is from Wikipedia. The list of its authors can be seen in its historical. Articles taken from Draft Namespace on Wikipedia could be accessed on Wikipedia's Draft Namespace.