SEE Finance
SEE Finance
2.1.6

4.1

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?

125 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)
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. :(
(0)
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.
(0)
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.
(0)
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)