Now works with BankTree Online our web application to manage your finances on the move.

BankTree personal finance will help you to understand where your money goes, so you can plan to spend more wisely. Manage your personal and family finance on your iPhone or iPad. You don’t need a notebook and pen or Excel.

With this handy application, you can start to keep track of your spending, plan your budget to save your money. Money management is now intuitive, fun and stress free.


1. Expense tracker & Money manager
Keep track of all spending on a daily basis in just a few minutes. You only need to key in a few details and choose a category, it's that simple.

2. Budget planner
Easy to manage budgets for all expenses or specific category for a week, month or even year. See when you reach a limit on a budget.

3. In-depth reports
We provides bar and pie charts, which give you an accurate picture of your total expense, income or balance for the month, week and more. Stay on top of your money.

4. Bill reminder
Never miss a bill because you can schedule for upcoming bills such as rental, Internet or monthly subscription, in just a few steps. See when the bill is due each month, and when to spend less and save more money.

5. Receipt capture
Do you want to see your receipt on your computer? Take a picture of your receipt and attach to your transaction. Synchronize the mobile app with the desktop application and see your receipt added to your transaction on your computer.

6. Cloud Syncing with top-notch security level
If you have more than one device or are using both iPhone or iPad, you can rely on our app to record all of the transactions and manage your expenditure. It works seamlessly across devices and platforms. From iPhone, iPad to PC & laptop, securely access your data from anywhere and any devices so you can fully control your money, budgets, and finances. Link with the BankTree personal finance desktop application or the BankTree Online web application.


- Currency converter tool
- Multiple currencies, account transfers
- Schedule for future and recurring transactions
- Split transactions for multiple category transactions
- Backup and restore, link to Dropbox or Google Drive
- Export to CSV or QIF file
- Built in pass code protection
- Help & Support

Upgrade to PREMIUM for the following features:

- Link with Google Drive, Smart Sync across all devices
- Add schedule transactions and forecast bills
- Add budget planner for your spending and saving goals
- Add backup and restore and export to CSV and QIF

For further help and support please contact us

Clarification for Access Permissions:

-Photos / Media / Files
Attach your receipts and photos to each transaction.

Save your images, transactions, backup and restore data files.

-Network / WiFi
Update files to cloud, and obtain currency exchange rates.

Note: To setup the Windows Desktop / Cloud synchronization follow the instructions provided after selecting 'Sync with BankTree desktop'.

What’s New

Version 2.0.20

This app has been updated by Apple to use the latest Apple signing certificate.

ew version of BankTree Personal Finance for iPhone/iPad.

Update to screens to fix for long account names. Update to schedule to allow optional enable and disable, allow skip schedule entry. Allow saving of schedule transactions when running off line. Update to budgets to allow viewing of items with budgets only. Update to items shown on charts. Fix for synchronisation of skip schedules.

Ratings and Reviews

3.5 out of 5
45 Ratings

45 Ratings

Bolo738 ,

Good, not great

This would be 5 stars were it not for the problem of losing Cloud sync from time to time, then it takes a while to reset everything.
Apart from that Bank Tree does everything I need, great for entering finances by mobile or from desktop, then synchronising everything.

char2007 ,

Finally a half decent finance app

I have been downloaded, literally, 12 apps looking for something that would do 2 simple things .. download bank/credit card transactions and let me forecast my cash flow. Oh - and it has to work properly in the UK. Finally, I have found one that does!

Well, almost - I still have a small problem with the perfect forecasted cash flow graph - but it might be user error. At least there is a help desk with actual people to give you help.

It would be 5 stars but the user interface isn’t as up to date as other apps. Come on guys ... a bit of a facelift of your UI should be roadmap for 2018 ... I could still choose a default expense category of “CDs and tapes”. When was the last time I needed this - 1999??!!!!! :)

Dermo22 ,

Works for me

Took me a little time to get used to the web-based model rather than the previous incarnation. One problem I have is I wish I could determine when the system closes. I find it very infuriating to come back to my computer to have to login again. I realise this is done for a security measure play I feel I have the sense to be able to determine this myself. Perhaps it is something that can be looked at in the future release.
I have opted for share valuations but find it not much use because a significant number of shares have To have their values inputted by hand. I must admit therefore for monitoring shares there are better systems on the market.

App Privacy

The developer, BankTree, has not provided details about its privacy practices and handling of data to Apple. For more information, see the developer’s privacy policy.

No Details Provided

The developer will be required to provide privacy details when they submit their next app update.


  • Family Sharing

    Up to six family members will be able to use this app with Family Sharing enabled.

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