SEE Finance
SEE Finance
2.2.0

4.1

SEE Finance free download for Mac

SEE Finance

13 November 2020

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

What's new in SEE Finance

Version 2.2.0:
  • Now a universal app that runs natively on both Apple silicon and Intel-based Macs.
  • New app and document icons to match the style of macOS 11.0 Big Sur.
  • Numerous compatibility adjustments for macOS 11.0 Big Sur.
  • Added an option to budgets for selecting to show totals as of the current date or totals for the entire budget period.
  • Various other minor adjustments and bug fixes.
SEE Finance for Mac Old Versions

Join over 500,000 subscribers.

Subscribe for our newsletter with best Mac offers from MacUpdate.

How would you rate SEE Finance app?

136 Reviews of SEE Finance

See all
4
damont1492
23 October 2020
Version: 2.1.6

Most helpful

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!
(4)
5
texmln
17 January 2021
Version: 2.2.0
After the Quicken subscription hijacking I left for Banktivity 7 in early 2020 only to have Banktivity pull the same crap a few months later. Very disappointed. I have since bailed on Banktivity for SEE Finance 2 and I am very pleased with the software. Like all personal finance software some things are better and some things are worse but overall SEE Finance 2 is a solid product that maintains the one-time purchase pricing model. Compared to Banktivity, SEE does everything but I like the Banktivity reconciliation function better for its ability to easily go back and fix recon problems in prior periods without having to re-reconcile everything again. I also like the Banktivity investment reporting and drill down functions better. Other than that SEE does everything else as well as or better than Banktivity. When it comes to DC downloads my bank, credit card providers and investment accounts offer free DC support so they come right through with SEE Finance for no additional charge. SEE also offers multi-currency support, FX downloads and security price downloads for no extra charge. I should note that because my bank, card providers and broker offer free DC downloads they always worked with Banktivity for me as well with no additional subscription required. SEE works perfectly on my Big Sur installation

Quicken has always been a compromise and in the 30 years I used it it regularly caused problems of one sort or another. Banktivity was a huge improvement, doing nearly everything the Quicken did but without crashes and mysterious errors that changed reconciled data in prior entires years back. SEE is a worthy competitor to both and more importantly offers a pricing model that doesn't disrespect its customers.
(0)
5
jimceez
02 January 2021
Version: 2.2.0
I moved from Banktivity to See Finance in December after the former moved to their "Subscription" pricing. See has everything that Banktivity does. It imports transactions perfectly. The move was flawless as See Finance reads OFX, CSV, Quicken files extremely well. Support has been very responsive. There was a problem with Vanguard and Fidelity but it was on their side with the download request., See informed me of the situation and it cleared up in a day or so. I do understand there was a period that support was very slow but it was due to medical issues. As others have said, it's a one time purchase. Excellent product.
(0)
4
trbanks1
23 December 2020
Version: 2.2.0
Contrary to the experience of poster daashe on 2 Dec, I find that SEE runs quite normally on Big Sur. I was running it with Catalina, and when the Mac update came, my SEE switched without a hiccup. I hope daashe has discovered what the problem was. More generally I find (as I move from Banktivity7) that SEE is impressive in its clarity of user experience and overall efficiency. Also impressive is the effectiveness of using iCloud as the means to sync with iPhone/iPad. And I'd emphasize the desirability of a one-time purchase rather than the subscription--part of the reason I'm leaving Banktivity.
(0)
Show comment (1)
3
daashe
02 December 2020
Version: 2.2.0
I've used SEE Finance 1 for years, with zero issues. In the past, their support email even answered questions. I recently updated my Mac to Big Sur... and now the app won't open. Which is terrible, because I cannot even export my data to another program, as I'm tempted to do. I've been putting off porting to their SEE 2, given that there are features I use on 1 that I would lose, but I guess that's my only shot at rescuing years of financial information, loans, investments, etc. I'm loathe to give them money, as they seem to be disappearing. Any suggestions for how I could see my SEE Finance data again, barring going back to Catalina?
(0)
4
dave-16
19 November 2020
Version: 2.2.0
After being gone for quite some time, the dev is back with an update. I had bought this version of SEE Finance when it was first released but didn't use it since it was missing some key features from the earlier version. However, since I updated to Big Sur and could no longer access my data with the older version, I had no choice but to migrate to the new one. It turned out not to be as bad as I expected. The promised feature parity is still not there, including loans and transaction rules, but the conversion went very well and I'm able to make daily use of the new version. It will take some getting used to and the lack of transaction filters means more steps, and I will also have to find another way to manage loans. However, I very much like being able to access my data with iOS devices and some of the usage has been streamlined. Looking at it as a new user and ignoring the missing features, this is still a worthy app and it appears that the dev is back again with his usual great support.
(0)
5
asegar-1
14 November 2020
Version: 2.2.0
Patrick is back! I opened SEE Finance yesterday and was amazed to see an update (current version is now 2.2.0). And, later in the day I was again surprised to receive a personal email from Patrick responding to a support request. In the email, her wrote: "For reference, support was unavailable for SEE Finance for an extended period of time due to an unexpected major medical issue I had along with Covid related issues upending my daily life. Support is now available now that medical issue has been resolved." I am very happy that Patrick is Ok, and that SEE Finance is once again being updated and supported!
(0)
5
Old-Man
14 November 2020
Version: 2.2.0
Support is back for the best personal finance app, and I know I tried them all!
(0)
5
svalocin25
13 November 2020
Version: 2.2.0
SEE Finance is back !
(1)
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!
(4)
Show comment (1)
$39.99Buy Now

4.1

App requirements: 
  • Intel 64
  • macOS 10.12.0 or later
License: 
PaidOne-Time Purchase

Downloaded & Installed 39,949 times

Similar apps
Moneydance
Moneydance
Personal finance manager.
Is this app is similar to Moneydance? Vote to improve the quality of this list.
Vote results
4
Upvotes
2
Total score
-2
Downvotes
Debit & Credit
Debit & Credit
Personal finance manager.
Is this app is similar to Debit & Credit? Vote to improve the quality of this list.
Vote results
3
Upvotes
2
Total score
-1
Downvotes
Manager
Manager
Free accounting software for small business.
Is this app is similar to Manager? Vote to improve the quality of this list.
Vote results
2
Upvotes
2
Total score
0
Downvotes
Household budget
Household budget
Maintain a record of your personal finance.
Is this app is similar to Household budget? Vote to improve the quality of this list.
Vote results
0
Upvotes
1
Total score
0
Downvotes
Moneyspire
Moneyspire
Comprehensive, user-friendly personal-finance software.
Is this app is similar to Moneyspire? Vote to improve the quality of this list.
Vote results
2
Upvotes
1
Total score
-1
Downvotes