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★★☆☆☆

“It's really frustrating”

written by on 18/01/2013

I did have Quicken but it is not compatible with Windows 7 so I tried Bank Tree 2.0 and it drives me mad. It is unsophisticated and the 'schedules' facility is particularly annoying. Past reconciled transactions are not protected and if you change a direct debit without thoroughly understanding the system that direct debit is projected backwards and can completely upset the whole account. I have just spent 3 days trying to sort out my 2 accounts and I am tearing my hair out.

When reconciling accounts you are not able to put in a final balance from your bank statement so can not be sure that the Bank Tree balance equals your bank statement's.

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