SEE Finance
SEE Finance
2.1.6

4.3

SEE Finance free download for Mac

SEE Finance2.1.6

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.

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How would you rate SEE Finance app?

121 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)
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.
(1)
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)
Talltxn
15 May 2020
Version: 2.1.6
Can anyone confirm SEE Finance v2 is actively being developed? I've tried contacting the developer and get no response. I've noticed the last update was almost a year ago. It seems like its really good software thou.
(1)
5
lrove
27 April 2020
Version: 2.1.6
As "lliketrash" notes below, emails sent to the support email address receive an automatic reply (and have been for weeks). The app itself hasn't been updated since last July. I also note that no one from Scimonoce Software has posted to macupdate in 2 months. Does anyone know what the status of the developer of this app is?
(0)
Iliketrash
24 April 2020
Version: 2.1.6
Many comments on this page are about the great customer support. Here's what I got: "Thank you for contacting SEE Finance Support. Unfortunately, due to circumstances outside of our control support is not available at this time. We ask that you review the documentation available on our Support page and to re-submit any remaining questions you have next week."
(0)
Iliketrash
24 April 2020
Version: 2.1.6
No online bill payments. Oh well.
(0)
1
kendjordan
08 February 2020
Version: 2.1.6
I'm evaluating switching from Q2017 (given the upcoming sunset in April) to See Finance 2. I've downloaded v2.1.6 in trial mode and See Finance 2 repeatedly crashes with an error when trying to import my QMTF file produced by Quicken. It pops the error window and asks "what were you doing" and sends it off (i assume) to scimonoce software. I'm following the export/import instructions provided by the See support site... Not a good start for the trial. I'm awaiting a response from scimonoce and hope to get this working (and will update my review at that time as well).
(0)
Show comment (1)
5
Old-Man
24 January 2020
Version: 2.1.6
I have used Checkbook Pro, Moneydance and Quicken. After trying See Finance 2 it became apparent that I had found the best personal finance app. See Finance is extremely customizable and easy to use! The conversion from Moneydance was done without a problem in less than 5 minutes! I was astounded at how easy it was to use! I would advise anyone looking for a personal finance app to try See Finance 2! You'll fall in love with it!!!
(0)
5
bumcatt
16 January 2020
Version: 2.1.6
I was looking for a replacement for Quicken which I had used since the early 90s on both mac and windows when I found See Finance 2. While not as "deep" as Quicken I find the program has more than enough capability to help us track all our credit, bank and asset and investment accounts. In operation the program is very polished, smooth, fast and seems to have few bugs or glitches. Although some things, like transfers, are handled differently than in Quicken it is not hard to learn the new methods. The overall feeling when using this app is very positive and confidence inspiring vs. the dated/antiquated feeling from today's Quicken. I've found the See Finance developer to be exceptionally responsive as well. For example: When we were working I handled all the financials. In retirement a major goal for us was to share the financials in case something happens to one of us. We wanted to keep the See Finance database on a UBS stick and sync it manually between our 2 iMacs rather than electronically due to the various issues when trying to electronically share data. We also wanted each person's usage of the system to be identical, but we had an issue getting bank downloads to work on both iMacs when moving the database back and forth. The developer helped us over a period of 2-3 weeks to get this working and it now works flawlessly. See Finance also backs up the database to each of our computers so we now feel we have a very secure data sharing and archiving method. Great program, great developer. Highly recommended!
(1)