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SEE Finance Reviews2.1.6

30 June 2019

Comprehensive personal finance manager.

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)

How would you rate SEE Finance app?

Read 121 SEE Finance User Reviews

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)
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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)
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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)
5
markwhy
09 December 2019
Version: 2.1.6
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.
(0)
2
Dsp
26 November 2019
Version: 2.1.6
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.
(0)
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5
Zampom
14 September 2019
Version: 2.1.6
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.
(0)
5
terra22
13 September 2019
Version: 2.1.6
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.
(0)
Turquoise
01 August 2019
Version: 2.1.6
Sadly, support for Canadian Banks is non-existent.
(0)
5
Msealey
09 July 2019
Version: 2.1.6
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!
(0)
5
ken-108
03 June 2019
Version: 2.1.3
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.
(0)
5
r-owen
26 May 2019
Version: 2.1.2
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.
(0)
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Sampler
24 May 2019
Version: 2.1.0
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.
(0)
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5
sandy-ramlet
09 February 2019
Version: 2.0.8
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.
(2)
5
Pokeyjoe
19 January 2019
Version: 2.0.8
I looked for a Quicken replacement for a long time. SEE Finance is the only app that worked the way I wanted it to right out of the box. Highly recommended.
(1)
5
Red Deb
24 December 2018
Version: 2.0.6
Couldn’t be happier with this app and finally being able to ditch Quicken. I’m finding it to be very intuitive and discovering new options all the time. Not having to use the mouse is very refreshing compared to the number clicks needed to do routine tasks in Quicken and in the other apps I tried out before finding this one. I’m really liking the different status settings for transactions that let you view different balances for accounts such as the pending balance. Being able to flag transactions for review is a nice option too. I didn’t think I’d get much use out of the color coding options, but am using them more and finding them useful. The companion iPhone app is good for on the go and syncs great. Icing on the cake was having a question answered thoroughly and super fast from their tech support.
(1)
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GForce
08 January 2018
Version: 2.0.2
This app has a lot of promise and I want to try it out, but as stated on their webpage, it will not import Quicken 2015+ Mac investment transactions. This is a dealbreaker for me as I have hundreds of investment transactions and reentering them all manually is simply not feasible. Hopefully this is a feature that can be added and I will give this software another look when/if that happens.
(0)
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0.5
Nealnt
31 December 2017
Version: 2.0.2
Shame on them for requiring OS 10.12 or higher. I have been a long time user and have been promised an update for years. Since I cannot run OS 10.12 I am left in the dust!
(1)
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4
Odysseus
06 December 2017
Version: 2.0.0
Well, without guidance from the developers, here are some initial observations:

1. The interface is really much improved over version 1, and there's inline editing of transactions!
2. Documentation (only online) is minimal at this point (it isn't at all clear how to reconcile transactions, for example)
3. SEE Finance only offers direct connect to financial institutions (ofx)), which excludes many that use aggregators (of the type "Quicken Connect"), such as my credit union.
4. There are some notable bugs: clicking on "Overview" shows nothing, and there must be some considerable memory leaks since after doing very little, the app is using over 1.2 GB of real RAM.

All in all, this is a very appealing and promising app.
(2)
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Odysseus
05 December 2017
Version: 2.0.0
Some developers don't appreciate negative feedback on their products, and Scimonoce Software LLC is one of them. I just sent them an email message inquiring about new features in version 2, and this was the response:

"With all due respect, we have had 100+ email exchanges with you in the past and we simply cannot afford to take any additional time away from other current and potential customers. We hope that you can agree that both your time and ours can be spent better elsewhere."

I was taken aback, and looked in my email history to see whether this was true. It wasn't. It wasn't even close to 100 -- about 50. The most lengthy exchange consisted of 37 emails with them over a period of *three* months -- from February to May, in *2010*. That's right, over 7 years ago. My last email was sent to them on August 4, 2015, which I complained that version 1.0 was hardly different from the 0.9 version from a user's point of view.

Talk about holding a grudge! Is such a rude response justified? I'll let you be the judge.
(0)
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r-owen
05 December 2017
Version: 2.0.0
Current users of SEE Finance 1 should wait to update to 2 until a version comes out that can import your old data. The company told me that is coming within a few weeks, and this is why SEE is not widely advertising version 2 yet.
(2)
Jimw
19 October 2017
Version: 1.1.11
Still no mention of Electronic Bill Pay from inside the App. That is still a showstopper for me.
(0)
dana-lynn149
13 August 2017
Version: 1.1.10
I have been using See Finance for years but recently I have had problems with the backup file not being accessed. I have to 'find' the file every time I open the application. It is there and saves but the fluidity on opening has been lost. Still love the program but I am a bit dubious about updates now after years of no glitches.
(0)
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4
Gregm
29 April 2017
Version: 1.1.6
Went into this when Intuit dumped QWin 2007 support and totally killed QuickBook (worse than just dropping support) for Canadians -- worried about my QMac 2007 becoming abandonware. At the time, it was the *only* alternative that would successfully import my years of data. I have since obtained QMac2017 and still use SEE. QMac is prettier, but has yet to be able to do loans/ amortization/ calculations. SEE has done that/ been there for quite some time. QMac, even under the current spin-off/ reorganization still looks like fully paid *annually calendared* (instead of serious changes) updates. I've paid for a SEE update once. Right now SEE is more capable. For me I can see (sorry 'bout the pun) the choice eventually becoming one of choosing between a small responsive developer or a bureaucracy ( with a questionable history) that mostly depends on users for tech support.
(1)
Kitmos
29 April 2017
Version: 1.1.6
I just tried the new version and it crashed 3 times a row when I tried to import Quicken 2017
(0)
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5
Msealey
20 December 2016
Version: 1.0.11
After either using (or downloading trial versions of) all the major Mac finance packages from Quicken in the '90s on, I do believe that SEE Finance is streets ahead of the competition. It's robust, fully-featured and well documented. The developer is extremely responsive and helpful. And it has many of the hallmarks of a designer who has really thought long and hard about how their users will want the software to behave… little touches like the ability to 'transform' a transaction into a recurring one and build a transfer between two accounts in one go. It's not cluttered; yet is very powerful. Well worth the money. This seems to be the one to go for!
(2)
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4.5
Zeb-B
10 October 2016
Version: 1.0.11
I've never had a crash. Most questions I've had could have been solved by a more careful reading of the Help and preferences choices. When I've emailed the Developer, he has always' answered promptly. I initially wished for inline transaction editing, but after a little experience came to prefer the transaction edit window because of the larger fonts and extra space. I take off 1/2 star for inability to search on multiple criteria. Currently one can search transactions only on date and on one other criterion, such as payee, phrase in the memo field, type of transaction.
(2)
5
Tericks
16 September 2016
Version: 1.0.11
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
Lectrohowie
15 May 2016
Version: 1.0.9
I apologize for this rather brief review. I am coming originally from Quicken and then MoneyDance. When I found the beta version of SeeFinance I gave it a try. That was several years ago and since then it has been both rock solid and a pleasure to use. I cannot say that for Quicken and frankly, See Finance is much more pleasant to use than MoneyDance. Bottom line, I think, is that it's certainly worth a try. Finance programs are one of those types of applications that are very "personal" and what appeals to one person may not to another. Hence the free trial periods! For me it's the one.
(2)
5
wintermute
03 April 2016
Version: 1.0.8
I have to say, the more I use this program the more I find to like. I am busy reconciling accounts for taxes and realized how many keyboard short-cuts are available and how fast you can edit and enter data. In the reconcile pane, for instance, you can use command-a to select all and then hit space to check off all selected entries. (Or you can shift-click between entries or command-click to select/deselect individual entries, like in the Finder, and then hit the space bar to check off those selected.) In the normal transactions listing, you can select/deselect as mentioned and then control-click (or right-click) to make batch changes to all selected entries, such as changing categories, etc. These well thought out functions make quick and easy work out of updating or changing entries, such as correcting a bunch of entries to make them taxable events, etc. I remember struggling to make such sweeping changes to entries in Quicken previously. What a time saver SEE Finance has become! And one of the best things about it is that is is supremely stable (and fast!) It is one of the only applications I know of that has never "unexpectedly quit" or otherwise misbehaved--- I can't think of any other application that I can say that about. Scimonoce Software has done an outstanding job with this application.
(2)
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Amcarter3
09 January 2016
Version: 1.0.6
The developer knew many of us have been waiting for years for a fully upgraded Ver 1.0. Why? Because, as good as this app is, there are still many issues that he acknowledged back in 2012 and said he planned to fix in Ver 1.0. For example... On Jul 6, 2012, at 7:38 AM, See Finance wrote: "The general list of feature changes planned for in version 1.0 is rather large and really encompasses most aspects of the program. The following is a short list: • Revised account reconciliation • Option to force link transfer transactions • Revised reports and budgets • Inline transaction entry • Easier investment transaction entry • Improved investment tracking • Improved recurring transactions • Improved downloading/importing • Companion iOS app syncing" Almost all of these items are deal-breakers for me. How much of this list shows up in this Ver 1.0 upgrade? Not much. Anyone have a different view about these issues??
(1)
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5
MR-MM
18 December 2015
Version: 1.0.6
Why aren't more people talking about this? I've patiently worked my way through all the abandonware, bloatware, and spyware in the genre. SEE Finance is rock solid, totally private, runs lean on OSX, and the developer is responsive and friendly and constantly working on it. They suggested iQIF to fill the mobile app gap. I find the reports are especially good, highly customizable, compact and sensibly designed, not like some primary school project with absurdly oversized typography and graphic elements. And its only fifty bucks!
(6)
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4.5
wintermute
13 September 2015
Version: 1.0.5
This is an excellent and comprehensive personal finance app that is extremely reliable and stable, unlike most of its competitors. Just try it for yourself.
(2)
5
Lectrohowie
08 August 2015
Version: 1.0.5
I've been using See for a couple of years now. Has never had a glitch or error so I updated to the official release. Choosing a banking program is a bit of a personal matter and there are lot's to choose from. I'm very happy with See and you owe it to yourself to at least give it a try. Bonus: very responsive developer.
(3)
1
Nealnt
05 August 2015
Version: 1.0.5
The 1.0.5 upgrade costs $30 and you get a few bug fixes. No operational changes. I find this very disappointing to what otherwise is a nice program.
(1)
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Odysseus
04 August 2015
Version: 1.0.5
When did SEEFinance get to version 1?
(0)
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5
Tait-Kahray
05 April 2015
Version: 0.9.17.4
After using various generations of Quicken since 1993, Quicken 2015 finally drove me over the edge to find another application - buggy, slow and did not at all inspire confidence. After looking at a number of options, I've settled on SEE and am very happy with it after a couple of months. I still haven't explored all its features, but have found that the ones I do use, which are the same ones I used on Quicken, work well.

SEE feels very solid, stable and flexible. It does do some things differently than what I was used to, but that hasn't been a problem once I got used to the idea. In fact, I find myself using SEE with more discipline and enjoyment than I had experienced with Quicken for some time, and I am encouraged to explore more of its functionality. The absence of check printing is not a concern to me.
(4)
MtBreeze
26 April 2014
Version: 0.9.16.0
I'm not advocating for any particular finance program. I tried SF and although it did a great job of importing my Quicken data I found it quirky. In this day and age check writing is not important to me as I very rarely write one. But some people seem to write off Quicken because for so long Intuit failed to come out with an update to run on what were current Macs at the time. But I believe in 2012 Intuit finally came out with an update, and they have come out with four or five updates since then, that allows Quicken 2007 to run on the current Mac operating system, OS X 10.9.2. Quicken does run on OS X 10.9.2.
(0)
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5
LiaB9449
18 April 2014
Version: 0.9.15.0
By far the most comprehensive and stable finance application on OS X. The only program that effortlessly and accurately imported my years of Quicken data. The only program with comprehensive investment tracking. Yes, it doesn't print checks, but the only time I use checks is when I am out and about, not in front of my computer--- so I use a checkbook and import the data from my bank, which SEE Finance handles perfectly fine. This application is so much better than Quicken, especially for making batch changes--just highlight, control-click and select. Easy-peasey.
(4)
4.5
Polekat
28 February 2014
Version: 0.9.15.0
I recently bought the program. I have had it import several years of information for my checking account, investment accounts and one of my credit cards. It was accomplished easily and correctly. I have always found the web site to be available when I tried to access it. I have had questions a few times and support usually answered on the same day or the next day. A question I had on one weekend was answered on the following Monday. I admit I do not use printed checks, so that is not an issue for me. There are things that I had to learn to use the program, but this did not take long. I have not had a crash or error in the few weeks I have been using it. There seems to be lots of things to customize in the program, but I'm happy the default setting for now. I find the program to be worth every cent I paid.
(3)
2
Yaya7xs
24 February 2014
Version: 0.9.15.0
I agree with everything Bowlerboy said. I would not recommend this software.
(0)
3
bowlerboy-jmb
04 December 2013
Version: 0.9.14.13
I am in the process of transitioning from Quicken 2005 for the Mac, which has served me well, except that I can only run it up through Leopard. Ideally, I want a product that works both on my Leopard partitions, as well as on my Mountain Lion partition, and soon on my Mavericks volume on an external Firewire disk. I'd like to be able to access one database, stored probably in a DropBox folder, from any of my Mac volumes, as well as from an iPad and/or iPhone. In my research for the right product, I read the comments by MacUpdate reviewers several pages deep in several contending programs for top financial app in the Mac world, including: SEE Finance, Money, MoneyBag, MoneyWiz, MoneyWell, iBank, CheckBook Pro, and, of course, Quicken 2007 (Lion), as well as Quicken Essentials. Very few of these products qualify to meet all of desired objectives, so I have to see which one(s) come closest to doing the job right. I really wanted to love this software, but I'm afraid I can't. There are some deal breakers which flaw an otherwise nice product and make it not yet ready for prime time. I spent over 18 hours yesterday, burning the midnight oil, as I imported QIF files from my Quicken database and my bank and credit card accounts. I would judge SEE Finance to be excellent in importing data fast and accurately. I was not very impressed with this application's rather strange approach to "reconciling" accounts. Unlike Quicken for the Mac 2005, which gives you a window in which you deal with four pieces of data: the beginning and ending dates and their corresponding balances, followed by the transactions which occurred during that time frame, which you then proceed to check off in Quicken against your bank statement, in order to be rewarded with a "Congratulations!" window when everything is reconciled, SEE Finance makes the whole process more complicated than it need be and gives you balances based on the TOTAL balance of all your items in the register, together with an indication of how far off you are from matching up with your bank. Weird! That took some getting used to, but it isn't the show stopper for me. The show-stopper for me is the fact that this is a financial management software program which cannot print checks! I just cannot fathom why a developer would fail to include the capability to print checks in a program that has a checkbook register. What am I supposed to do? Write out all the checks by hand? How tedious! How boring! How filled with the potential to make mistakes transcribing data that is already perfectly entered in a checkbook register! On top of that, unfortunately the developer's web server is out of service more often, and for longer periods of time, than I am willing to tolerate. Since there is no user manual, the only HELP which is provided occurs at the developer's website, where he maintains an unstructured, reference-style guide that has no search feature built into it. You have to read the whole thing to know where the material you need is located and them remember where it was, because you can't key-word search for it later. Taken altogether, I happen to find such design flaws to be fundamental errors that are not customer friendly. I would hope that the developer can address all these matters in the future, for they are not insurmountable problems. But I cannot wait around until he does so. By the way, one of the most useful pieces of information I eventually unearthed in my online research for a Quicken replacement turned out to be a table comparing the "top 10" contenders in the Mac finance software category. The table, nicely gridded out, lists the features one might want in such a program, and it shows which programs have those features and which do not. If I knew ahead of time that SEE Finance could not print checks, which is pointed out in this table, I would not have bothered to test it out. Reviewers here are helpful, but only minimally so, because no one here rarely, if ever, provides such an in-depth comparative analysis as you can find at this page: http://personal-finance-software-review.toptenreviews.com/mac-personal-finance-software/
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Jimw
01 November 2013
Version: 0.9.14.13
Looks good, but still has a showstopper for me. No on-line bill pay built into then the program.
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Franko
15 May 2013
Version: 0.9.14.8
With this latest update the guys have offered a workaround Yahoo's half-a$$ed issue of listing latest prices for Mutual Funds under History. SF gets better and better and won't be long before it becomes *the* goto app for personal finances.
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