(48)
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SEE Finance is a new personal finance manager for Mac OS X. Whereas many personal financial managers compromise function for form, this software offers comprehensive financial management with an elegant user interface. SEE Finance allows you to track and monitor all your income and expenses quickly and easily. With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from thousands of others. You can keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment
What's New
Version 0.9.13.8:
- Improved QMTF file importing (Quicken® Essentials for Mac).
- Improved OFX/QFX file importing.
- Check numbers now sort numerically in table columns.
- Fixed an issue calculating option position gain/loss when options expire without being exercised.
- Many other enhancements and bug fixes.
Requirements
PPC / Intel, Mac OS X 10.5 or later
PPC / Intel, Mac OS X 10.5 or later
SEE Finance User Discussion (Write a Review)
Overall:
(48)
(48)
| Downloads:15,279 |
| Version Downloads:395 |
| Type:Home & Personal : Personal Finance |
| License:Shareware |
| Date:28 Apr 2012 |
| Platform:PPC / Intel |
| Price: $29.99 |
Overall (Version 0.x):  |
| Features: |
| Ease of Use: |
Value: |
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SEE Finance is a new personal finance manager for Mac OS X. Whereas many personal financial managers compromise function for form, this software offers comprehensive financial management with an elegant user interface. SEE Finance allows you to track and monitor all your income and expenses quickly and easily. With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from thousands of others. You can keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment accounts and you can track and monitor individual investments.
Other features include:
Other features include:
- Scheduled Reoccurring Transactions
- Import OFX, QFX, CSV, and QIF files
- Export CSV, TXF, and QIF files
- Transaction Filters
- Budget Monitoring
- In-depth Reporting
- Investment Monitoring
- Multiple Currency Support
Copyright © 2012 MacUpdate LLC
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+6
Localboy56 reviewed on 28 Apr 2012
+2
+6
Rezstudios reviewed on 06 Mar 2012
I did have a question about creating viewable Tax Schedule Reports similar to what I previously created in Quicken. I emailed the makers of SEE Finance late Sunday evening and received the following solution first thing Monday morning:
In the Category report's list of selectable categories are options for "All Tax Related Categories", "All Tax Related Income", and "All Tax Related Expenses". Using these options should produce a report of the information similar to what would be included in a TXF export. There could be differences in that a Category report that uses "All Tax Related Categories" just requires the categories are checked as tax related whereas the TXF export requires that categories that are both checked as tax related and have a tax code set for them. You could go through the main list of categories in the program to double check that only categories with tax codes are checked as tax related.
+2
+2
MaloneyATL reviewed on 02 Mar 2012
+2
+230
Back in mid February 2010, I was very interested in converting to See. So I sent an email to See inquiring when that capability would actually be included.
Following are extracts from their replies:
28 Feb 2010: “We are going to add check printing, but it will probably be about three months before it is available though.”
28 Feb 2011: “OS X 10.7 (Lion) is not expected to be released until Summer and check printing should be included in SEE Finance before that time.”
29 Jun 2011: “We're hoping to have check printing added sometime this summer.”
8 Aug 2011: “Hopefully check printing will be added within the next 2 months.”
22 Sep 2011: “We do not have a specific date for the check printing addition, but it should be in either the 0.9.14 or 0.9.15 release.”
I’ll leave it to others to form their own conclusions After 24 months, mine, alas, are far too clear…
+3
+68
Overall I think (again, for my needs) SEE Finance is the best. It's the fastest at starting up, shows balances in the list of accounts, has the best data entry method, is very Mac-like, is very configurable (preferences), allows for the use of the "return" key to go between fields in the data entry form, and many more things I'm sure I am forgetting.
Support is excellent and very fast. They are working hard on v1 and I'm signed up to be a beta tester. I have told them I'd like to see Bill Pay added and a few other things, but overall SEE Finance has all that I need. I really don't miss Quicken 2007 any more!
+149
+3
+3
pammylu reviewed on 02 Jan 2012
I didn't buy SEE because of how nearly flawlessly it can import Quicken data because I didn't have Quicken data to import, but I've read the reviews of others who love this feature.
I bought SEE because it does everything I need it to do in the most intuitive way, much in the way I would have approached it if I was writing the software. My career (I'm now retired) was in IT starting as a programmer many years ago. If the software was not "intuitively obvious to the most casual observer" in the days I was programming, then we missed the mark.
I like everything about SEE so far, including tracking my Mother's finances in a separate instance. I also like the basis of recording my transactions as a "one-time" event or setting them up as recurring events. I like the graphing, the image file capability, the manual or automatic settings on features, the color coding, the layout choices of all accounts and more. I have yet to set up my retirement investment accounts and my annuities, but I'm doing that at the beginning of 2012 (any day now after I move!)
So I give SEE Finance high marks so far, and I'll report back with any suggestions for improvement. I would like to add that I agree with those who want the full automatic upgrade support that comes with selling this app of the Mac App Store, but I hope that is coming soon.
+2
+60
Additionally, by now I'm convinced that buying new Mac apps is a much better experience from the Mac App Store. With Apple looking over their shoulders, developers keep their apps better updated and overall it's just easier to keep the updated app on your Mac.
+5
+31
Amcarter3 reviewed on 08 Oct 2011
I'm a 25 year Quicken for Mac user that switched to iBank a year ago. I detested paying for Intuit's minimal upgrades, horrible tech support and refusal to create parity between the Mac & Windows versions. I researched and tested at least 5 different programs. I finally purchased and had great hopes for iBank. However, I've found that iBank has many frustrating quirks, design issues and actual bugs that have been identified but not fixed. iBank simply is not living up to its claim to be the "Gold Standard". It is so frustrating to use that I am looking at switching to See Finance.
See Finance is a fully featured, very FAST and robust financial management program. It is very user friendly and has an intuitive user interface. It handles transferring old Quicken files better than any other finance program. It connects easily with the bulk of banking institutions and handles downloads effortlessly and fast. Account reconciliation is as intuitive and easy as I could imagine (unlike iBank). Investment tracking is easy and fast. The report capability is awesome. Graphic charts make sense. This is a great program.
+31
iBank clearly has an important edge when it comes to handling transfers between accounts. For example, if I move $1,000 from my savings to my checking account online, both programs download the transfer correctly as an outflow in my savings account. However, only iBank automatically linked the corresponding inflow transaction in my checking account. I had to manually link it in SEE Finance by first changing the Category to indicate my checking account and then manually use the "Create Corresponding Transfer Transaction" command to add the transaction to my checking account. That is two manual steps to do something that iBanks does automatically.
The impact on me when I use SEE Finance is that I end up feeling uncertain every day as to whether I have correctly matched corresponding transactions. As a result, I waste time double checking... going back and forth between accounts to verify transfers because I do not trust that I have correctly manually handled linked them.
Perhaps there is a way to use See's Filters feature, but to be honest, I have yet to figure out how to use the Filters. It seems complicated.
My point is, iBank handles transfers smoothly and effortlessly. SEE Finance does not. This is really important from a user's point of view. I will opt to use the program that makes my DAILY LIFE EASIER every time. I hope they fix this issue soon.
+6
+6
"There's not currently an option to view the combined total cost basis for all held securities, but we've noted the request for this.
It's not very quick, but there is the option to export the list of positions to a CSV file which can then be used in a spreadsheet program to simply total the "Total Paid" column. If you Control click any positions table in the program it will bring up a contextual menu with the option for "Export Positions to CSV".
Note that transactions in the program are grouped together to create investment positions and when there is more than one transaction involved in an investment position this will be indicated by the position having a little triangle to the left of the position's "Open Date" value. When printing or exporting investment positions if any investment position is expanded to display it's underlying changes (the transactions) then all this information will be printed/export. If they are all collapsed then only the overall information from the positions is printed/exported. You can click the triangle or press "Command right/left arrow" to expand/collapse the selected position's details or press "Command Shift right/left arrow" to expand/collapse every position's details at once.
The printed/exported information is also WYSIWYG based on the table's selected columns. You can Control click the table or its column headers to show the menu of all the optional table columns that can be selected (this feature is also available in many other tables throughout the program).
Thank you for the feedback!
SEE Finance Support"
I am able to find 4111Copy of Quicken data.qdf. on my Lion Laptop. Do I need to go to my backup external hard drive to try to find the other kinds of files?
Please advise... and thank you in advance.
+38
If you were using Quicken Mac 2007 or earlier this would require opening your Quicken file in Quicken and then exporting the data into a QIF file using a computer running Mac OS X 10.6 or earlier.
There are a few options if you already have installed Lion:
1) You can use another computer running Mac OS X 10.6 or earlier to open your file in Quicken and export your data to a QIF file.
2) If you do not have access to another computer running Mac OS X 10.6 or earlier, you could install Mac OS X 10.6 on an external drive or another partition of your hard drive. Then you could install Quicken and your data on it in order to export your Quicken data.
+38
http://www.scimonocesoftware.com/seefinance/support.html
+48
Greedyfranky rated on 30 Apr 2012
+26
Gary_box rated on 17 Mar 2012
+33
Vandulus rated on 04 Feb 2012
Mapleosb rated on 03 Feb 2012
Jdhooghe rated on 02 Jan 2012
+4
HappyCurmudgeon rated on 17 Nov 2011
Podshop rated on 19 Oct 2011
imppaint rated on 14 Oct 2011
-5
MadEye29 rated on 27 Sep 2011
+33
Vandulus rated on 03 Sep 2011