SEE Finance
SEE Finance
2.1.6

4.4

SEE Finance free download for Mac

SEE Finance

2.1.6
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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111 SEE Finance Reviews

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Rate this app:

Tericks
16 September 2016

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.
Like (7)
Version 1.0.11
markwhy
09 December 2019
After many failed attempts to replace the wonderful but dated Quicken Mac 2007, I finally found the solution in SEE Finance. It does have a slight learning curve due to the ways that it differs from QM2007, but every alternative finance package does. I have to say that I am 100% satisfied with the features and reliability of the software. It does transaction tracking and investment account maintenance as well as QM2007 did. Also, this company is extremely friendly and responsive to user suggestions, which is the exact opposite of the Quicken experience. I have no affiliation with the company, other than being a satisfied customer. I give is my 100% endorsement.
Like
Version 2.1.6
Dsp
26 November 2019
Pros: Allows saving file where you want. Nice UI QIF import works good. Investment lookup works fine. Cons: Serious flaw when you open file it moves file to a new location/os drive and then sets the file privileges to what it wants, when done, it replaces your file with the messed up privileges file. Developer stated it was done to fix an issue, but this is very bad and potentially security issue! If you set privileges to allow others access, now they cannot access file. Scheduled transactions not intuitive if the developer updated the app to stop moving the file and changing the privileges I would buy it.
Like
Version 2.1.6
1 answer(s)
Scimonoce Software
Scimonoce Software
28 November 2019
When you open a file, that is not stored on iCloud, the program makes a copy of the file’s database to the program’s “container” within the user’s Library folder to record new changes. When the file is saved the file’s database is replaced with the copy of the database with the new changes. This copy of the database never leaves the user’s files and is deleted when the file or program is closed. This is all designed to safeguard the file’s database during editing and saving. When a file is saved the program does apply the default file permissions as would be set for any new file on macOS. File permissions are being set this way to ensure that the logged in user of the computer retains read/write access for the file. We’re looking into not adjusting file permissions each save as it was originally implemented due to older versions of macOS sometimes setting file permissions incorrectly. However, only the scenario of the logged in user being able to edit a file in the program is supported. Other scenarios, such as storing a file on a network to allow for multiple users to edit the file which would require different file permissions, are not supported. The only supported option to edit and sync files across multiple devices is to store the file on iCloud. If you have any further questions, feel free to contact our email support. Thanks, SEE Finance Support
Like
Version 2.1.6
Zampom
14 September 2019
Thumps up! Started keeping my financial transactions/records with a computer program back in 1993. Had still been using Quicken (since back when Quicken was probably the Mac financial program available). While Quicken 2007 still works with Mojave (but with some minor annoyances), know its days are numbered as we transition closer to Catalina. Knew I needed to find a replacement. Had tried out iBank (now Banktivity) a number of years ago ... but it was a nightmare and after using it through 2 version upgrades, went back to Quicken 2007. Glad I decided to Try SEE Finance. It does everything I need to do and does it well. While a few things appear to be slightly more cumbersome to accomplish than with Quicken 2007 ... the reality could be that I just need more time to get the hang of the program. Overall, a great financial program for my needs and, over time, I doubt I will miss saying good-bye to Quicken. A+ for Scimonoce Software.
Like
Version 2.1.6
terra22
13 September 2019
SEE Finance 2 is miles ahead of every other financial app for the Mac. It has a gorgeous interface which one may customize to the hilt. The features are elegant. SEE Finance 2 offers four different ways, all very simple, to reconcile accounts with the bank. While other financial apps around have clunky functionality, are overly-simplified, are plain ugly or, in one way or another, attempt to force you to stay with that app, SEE Finance 2 has no subscription to shut you down if you don't pay every year, no dysfunctional QIF file that puts out unusable export data (SEE Finance 2 provides thorough exporting of your data to other financial apps if you wish to share finances with your brother-in-law...) and no hassle for the fastest, most thorough technical support for this intuitive product. SEE Finance 2's single developer wears more hats and does a better job than any full development team at Quicken. And while Quicken is a better financial app for Mac since leaving Intuit behind, SEE Finance 2 is simply BETTER than Quicken... (I am not related to the developer or an employee of his company). I am just very impressed and recommend this SEE Finance 2 without reservation because it soars way above all the rest of the financial applications for the Mac in its thoughtful design, customization, full features, and its sheer elegant beauty. For instance, while by default, SEE Finance 2 comes with a compact formatting of transaction line items on its register, I could easily modify the line width between transactions and even the size and style of the font as desired.
Like
Version 2.1.6
Turquoise
01 August 2019
Sadly, support for Canadian Banks is non-existent.
Like
Version 2.1.6
Msealey
09 July 2019
Have been using See Finance (versions 1 and now 2) for three years. Truly the best finance package for the Mac available. (I have no relationship with Scimonoce Software - other than as a completely satisfied customer/user.) Having tried all the others - and I mean all - this is the one for me. Version 2 takes a big leap forward in terms of interface. Its feature set is superb. The organization of the many, many features is intelligent and extremely user-friendly. The support from Scimonoce is outstanding. And the program is 100% rock solid. The versatility and flexibility - different ways of getting See Finance 2 to do what you want - are superb. Yet the many functions never interfere with your own particular workflow. I'd recommend See Finance 2 without hesitation!
Like
Version 2.1.6
ken-108
03 June 2019
I’d been using Microsoft Money for Windows for almost 17 years, even porting it across to my Mac within VMWare Virtual Box. Sadly, that option has become unusable in recent months so I needed a proper finance app for my Mac. First of all, I tried trial versions of most apps out there about a year ago and eventually ended up buying Moneyspire 2018, then 2019. It was fine but, as a heavy user, I noticed a few bugs. When I reported them, initially, I got a reply (which didn’t actually help). Then, when I reported more bugs they decided to no longer reply to me. The last straw was about three weeks ago when I noticed an entire account had vanished from the app overnight. I reported that, too, but got no response. Time to move on. So, I tried Banktivity but was a bit put off by the price. I read the comments below on this page and tried SEE Finance version 2.08. I asked Technical Support about an issue and was pleased to find a full, helpful, response within about two hours. But, I still wasn’t completely sure about SEE Finance. So, I tried Moneyline. Absolutely dreadful. Deleted in 30 minutes. I then tried Moneydance. Unfortunately, its trial only allows 100 transactions, so I wasn’t able to try it out properly. I also tried YNAB but I didn’t like that. So, it was back to Banktivity. I then discovered the (to me, at least) rather odd way that it handled scheduled transactions, by requiring “reminders” to be set up beforehand. And, there was still that $69.99 price. I took one more look at SEE Finance last week and was pleased to see a big upgrade to version 2.12 which now had the ability to reconcile accounts. The more I played with this app, the more I realised it was exactly what I was looking for. And, at $39.99 it was much cheaper than Banktivity. I bought myself a copy of SEE Finance and am really glad that I did. I’ve spent several hours on it and it does everything that I would ever want. In fact, it has everything I used to have in Microsoft Money - and more!! Why, it even has access to Ugandan shillings in its currencies, which no other app provides (yes, I do need that currency for one of my accounts). I’m very pleased with it and can see myself using this app for years to come.
Like
Version 2.1.3
r-owen
26 May 2019
Version 2.1 adds a nice reconciliation mode that allows you to edit transactions (in the usual register window) while reconciling. There are a few small features I'd like to have, but by and large this is the best financial software I have used, and much nicer than 1.0 in the areas I care most about (adding and modifying transactions and reconciling statements). It is easy to add and modify transactions. The main screen gives a clear overview of the totals in all accounts. Mutual funds are handled well, with a running total of shares. I have found the software to be rock solid. Tech support is first class; when I have a question or feature request I usually get a useful answer quickly.
Like
Version 2.1.2
1 answer(s)
Odysseus
Odysseus
03 June 2019
I concur that this is very nice software. What I don't understand is why, if you don't check the preference to require transactions to be unlocked for editing, hitting return (or at least escape) while editing a transaction doesn't close and save the transaction. I actually have to click on another transaction in order to close and save the previous one.

I've written tech support about this, but haven't received a reply. It would be nice if there were online forums for user discussions.
Like
Sampler
24 May 2019
I'm disappointed that SEE Finance2 omits the ability to set a date range for a list of transaction, something that is easy to do in version 1. The Calendar view does not permit quick scanning or edits compared to the list view in Version 1. So for now I'm sticking to SEE Finance 1.
Like
Version 2.1.0
2 answer(s)
Scimonoce Software
Scimonoce Software
24 May 2019
You can set the date range of the transactions shown for accounts in version 2. Version 2 was written from scratch and has some significant changes. Above the transactions area there’s a settings button that looks like a gear just to the right of where it shows “Transactions: X Items”. That settings button will show a popover that contains the options to control the transactions shown including the option to set a custom date range or use a pre-set date period option like “This Year”. You can also set it to where only uncategorized transactions will be displayed and/or restrict transactions based on their set status such as deselecting the option to include reconciled transactions. In version 1 you had to set this date range for each account, but in version 2 you can select to apply these settings to all accounts or set them per account. Below is a link to the help page that shows this settings button and popover:

https://scimonocesoftware.com/products/see-finance/versions/version-2/help/mac/views/accounts.html#transactions-view-settings-popover

I’m not clear on your comment about the calendar viewing option. It is just payee and amount info that is shown in calendar view. You can select an item in the calendar and press the spacebar or the Enter key to open its details in a popover. You can also double click on an item to be shown that popover. You can change the month shown using keyboard shortcuts for next/previous.

Feel free to contact us if you have any questions or other feedback.

Thanks,

SEE Finance Support
Like
Sampler
Sampler
24 May 2019
I wasn't aware of the popup box. . I do find it less convenient than the always visible Start and End fields in Version 1, but considering the other enhancements in Version 2, it's a worthwhile tradeoff. Thanks
Like
sandy-ramlet
09 February 2019
I've been using SEE Finance for nearly 10 years, having switched to it from Quicken when I made the leap from Windows to iOS. It has worked well for me! Now, I must leave a review and say that the few times I have needed customer support, it has been OUTSTANDING. This week, for instance, I needed help with migrating SEE Finance from my old MacBook Pro to a newer one. I'm not terribly tech savvy, but Patrick was patient, responsive (quick), thorough, clear and -- did I say, patient? With not too many difficulties, I now have SEE Finance running on my new MacBook. With so many software possibilities, and some of them only differentiated by small nuances, customer support is a deciding factor for me. In this category, SEE Finance cannot be matched.
Like (2)
Version 2.0.8