SEE Finance
SEE Finance
2.1.6

3.9

SEE Finance free download for Mac

SEE Finance

30 June 2019

Comprehensive personal finance manager.

Overview

SEE Finance lets you manage all of your financial accounts in a single place and gain control over your finances. Track all of the financial accounts you might have including banking, credit cards, investments and others. Generate a variety of customizable reports and budget to keep your spending on target. Track and monitor your individual investments and your investment portfolio as a whole. Perform these tasks and more in any of the 150+ different currencies available.

Packed full of options to allow you to take total control of your finances. Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports. These are only a few of the many, many options available to you to personalize the app just for you.

Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. Designed to give users complete control over their data. SEE Finance allows you to choose where you keep your data. Unlike similar programs, there's no forcing you to upload your personal data to a service outside of your control in order to access it from multiple devices. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control.

Features:
  • OFX Direct Connect Downloads*
  • Investment Tracking
  • In-depth Reporting
  • Budget Monitoring
  • Scheduled Transactions
  • Calendar and List Views
  • Quick Transaction Entry
  • Split Transactions
  • Batch Edit Transactions
  • Transaction Attachments
  • Multiple Currency Support
  • Import OFX, QFX, CSV, and QIF files
  • Export CSV, TXF, and QIF files
  • Create Multiple Files
  • Customizable Preferences
  • Companion iOS Version

*OFX Direct Connect downloads is a service provided to customers by their financial institution. The institution may require enrollment and/or may charge a fee to use their Direct Connect downloads service. Generally only available with U.S. institutions.

What's new in SEE Finance

Version 2.1.6:
  • Added a Memorized Transactions feature that applies the last used settings for payees to transactions during account downloads and file imports.
  • Adjusted the Memorized Transactions feature that applies the last used settings for payees to prefer info from a transaction in the same account when available.
  • Added the ability to change the account type for accounts.
  • Added an option to budgets for selecting to show totals as of the current date or totals for the entire budget period.
  • Added the ability to rearrange accounts in the "Hide and Show Accounts" window using drag and drop.
  • Added the option to set how many backup files to keep in the program’s General preferences.
  • Various other minor adjustments and bug fixes.
SEE Finance for Mac Old Versions

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How would you rate SEE Finance app?

128 Reviews of SEE Finance

See all
5
Tericks
16 September 2016
Version: 1.0.11

Most helpful

I was advised by a friend of mine to try this app as the most reliable, useful and comprehensive app for managing my money. Really, he said the truth about this soft. It was difficult at the beginning to understand how it works and what I need to do to make it serves me efficiently. But as soon as I get used to it, I feel myself more sure about all my accounts and payments. Thanks for developing such an advanced app.
(7)
1
MaloneyATL
23 October 2020
Version: 2.1.6
This application is no longer being supported! Since March (!!!) when Covid stay at home protocols were put in place nationally, SEE Finance support only responds: (October 23, 2020) . "Hello, Thank you for contacting SEE Finance Support. Unfortunately, due to circumstances outside of our control support is not available at this time. Until support is available once again, we ask that you refer to the documentation available on our Support page: https://scimonocesoftware.com/products/see-finance/support.html We apologize for this inconvenience and appreciate your understanding. Thanks, SEE Finance Support There has been zero support and referring only to FAQs is pretty slimy. After 8+ years of use and good support a real let down! Suggest looking for an alternative as they are for all intents and purposes out of business.
(0)
4
damont1492
23 October 2020
Version: 2.1.6
I was a Quicken Mac user from the early 1990's & updated regularly as the product was steadily improved thru the 2007 version. We all know the saga that followed, but I was happy with the 2007 version until it became unusable as operating systems & online security protocols left it behind. After much study (& procrastination) I finally switched to SEE Finance 2 & have been pleased overall. As others have noted, however, further product development & now product support have ceased to exist. Like others, I am concerned that something has happened to Patrick. I even tried reaching their "corporate headquarters" by phone, but it goes straight to voicemail. The program still works, but appears to be "dead in the water" at this point. Recently the program ceased to download updates from Vanguard. Interestingly, I have seen the same problem mentioned on sites for Quicken & Banktivity, so it does not appear to be unique to SEE Finance. Hopefully it is a Vanguard issue & will be fixed on their end, but there is a workaround for those who need one: Log on to Vanguard's website. Click on the "Accounts" tab & choose "Balances & Holdings." Then click on "download" in the upper right corner of the page. You can then download a file that, when opened, imports automatically into SEE Finance. Admittedly not as easy as the "Download all accounts" method, but much better than manual entry. Hope this helps someone! For now SEE remains perfectly usable for me, but I suspect that the day will come that I have to find yet another alternative. I hope that Patrick is okay & will be able to pick back up with support & development. If anyone has more info on his status I know many here would be interested!
(1)
3
Redward
23 September 2020
Version: 2.1.6
I switched to SEE Finance version 1 when Quicken/Intuit decided not to support Intel Macs several years ago. It imported my large dataset with very few issues (fewer than its competitors), and it handled investment transactions the best. The transition to the current SEE Finance 2 took a while for me - it took a while for the update to behave as well with brokerage transactions, and I had lots of unflagged duplicate transactions when importing from online sources. Except for very minor glitches (the current program doesn't accurately calculate IRR on reinvested money or transferred holdings), it has worked very well for the last several years. The author has updated the software frequently over the years to resolve bugs or introduce new features. I came to this site when my Vanguard downloads stopped working last week (mid-September 2020), and I received a "SEE Finance Support Unavailable" e-mail from the author. Apparently, this has been the case for many others since Spring 2020. I know financial companies alter their download sites periodically, and a program like SEE Finance has to be able to keep up with those changes. Depending on a single individual to provide these updates may be proving to be a risky choice - financial software requires near-constant support that only a dedicated corporate team can provide. In summary, this is a superb financial management program, but from a tiny company that has gone silent to support requests since April. Caveat emptor.
(1)
meredithmorin
09 August 2020
Version: 2.1.6
I too am wondering what has happened to the developer. I have been using version 1 and was thinking i might upgrade to version 2. I have sent an email and got the automated reply. From reading all these posts it seems like it has been a long time now. If anyone finds out more about him would you please post. Im thiking I might have to find some a new software option. :(
(2)
Show comment (1)
Olls
27 July 2020
Version: 2.1.6
I've been a SEE user since 2005 and have loved it. Patrick's always been really responsive to questions. Recently, the program developed a problem -- all the dates, in all the accounts and scheduled transactions, changed to one date! I emailed Patrick and got this: Unfortunately, due to circumstances outside of our control support is not available at this time. Until support is available once again, we ask that you refer to the documentation available on our Support page." So I share the concern that something has happened to him. I'm also wondering if anyone else has experienced something like this.
(1)
1
chndlr
10 July 2020
Version: 2.1.6
I would be wary of purchasing this app now, the app will not accept my registration details anymore and the developer does not respond to my emails, hopefully in trial mode I will be able to get all my data out and transferred to another app.
(0)
4
ronin98syu
07 July 2020
Version: 2.1.6
Hi there. I downloaded See Finance 2 and tried it for 30 days. I liked it a lot and thought that it would be a good replacement for Quicken 2016. However, many people pointed out that their emails have not been answered for quite some time. Is the company still in business? I'm afraid that the company goes under after I purchase the app. Is it safe to buy the app now? Thank you.
(1)
5
svalocin25
23 May 2020
Version: 2.1.6
Same as jaynewmanchina, I’m using SEE Finance since 2012 and I’m fully satisfied. More than the quality of the software, I would say the Patrick’s responsiveness is first class. I had the opportunity to exchange with him about troubleshooting, bugs or advices and I got answers within 24-48 hours. Last message I got from Patrick was on March 9th answering to my demand on the date of the next update. Here is Patrick’s answer: “ There’s a planned minor update that is expected fairly soon”. After this, the blackout, so I share the jaynewmanchina’s feeling that “something serious has happened to him”.
(0)
4
jaynewmanchina
22 May 2020
Version: 2.1.6
I just want to pitch in for a minute regarding recent support issues. 1. I too have gotten the email that says they can't provide support right now due to circumstances out of their control. Given the timing, I have assumed it was due to a coronavirus-related issue, but I don't know. 2. I've been using SEE Finance for about 10 years. In that time I have needed tech support maybe 4-5 times for things I couldn't figure out, + once when I was trying to do something really arcane. Patrick invariably responded quickly and thoroughly and patiently. So the tech support has been fantastic for that 10 years. Therefore if he's not responding to requests now, it must be because something serious has happened - not to the software, but to him. So let's give him a break. Our needs can wait a few weeks.
(2)
3
KtSan12
19 May 2020
Version: 2.1.6
There's a lot to like about this app. It is the closest replacement to Quicken that I have found. But its support could be better. I don't find the help page to be that useful. How about a search feature to quickly find what you're looking for? You have to email if you have a question and as others have noted, there hasn't been a real response for a few months. I'd also like to see a user forum/ user group. If we can't get help from the company maybe we could help each other.
(3)
Show comment (1)
$39.99Buy Now

3.9

App requirements: 
  • Intel 64
  • macOS 10.12.0 or later

Downloaded & Installed 39,877 times

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