Personal finance software BankTree software review

Banktree box

BankTree was our favourite personal finance package on test

Which? review of Banktree

BankTree was our favourite package on test. We found it to be extremely user-friendly. The layout is clear and attractive, with large coloured buttons at the top of the page to guide you between areas such as accounts and investments.

It also ticks the boxes as far as importing data, downloading statements from your bank and tracking investments is concerned. All for a much lower cost than some of its rivals in this area.

Navigation is straightforward and basic buttons such as 'add transaction' are refreshingly simple. There is also good support available and detailed online help includes screen shots to talk you through different techniques.

On the downside, it is only compatible with PCs and not Macs.

  • Cost: £24.50
  • Password protection: Yes
  • Mac-compatible: No

Which? verdict

A very good all-round package - and one of the cheapest as well. It's very easy to navigate and has all the main attributes you would look for in a package.

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