David Koehler
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David32207 reviewed on 17 Feb 2013
I have to agree with the prior review. This is a ridiculously good program. Like others before me, I have delayed my transition to Lion due to no real alternative to Quicken. Prior to eliminating Quicken from my life, I worked on eliminating my need for in-program bill payment, which was primarily done by setting up auto-payment for credit cards and automatic exchanges within my mutual funds. Really, should have done that years ago, anyway.

I then made the jump. I knew from prior experience that SEE Finance would transfer my accounts pretty darn well. I consider my needs to probably be more stringent than 95+% of users out there. Over 20 years of Quicken data, stretched across nearly 100 accounts (many of which are defunct due to multiple moves during this period of time leading to bank changes, etc). I also track every single credit card transaction, every single mutual fund transaction (including purchase price and shares) along with every banking transaction, and reconcile each of these monthly. Again, I am guessing most users will not have these relatively OCD kind of needs.

When I made the jump four months ago, I decided to purchase right away and fully commit. I felt that with the kind of support I might need, it would not be fair to ask that without being committed as a customer. This may or may not have been necessary--I may have received excellent support as a non-paying customer, too. But I felt that would be unfair to the developer, and I wanted to see further updates come along. I can assure you, the support has been absolutely excellent.

The first time I reconciled my checking account, I almost had a seizure. It took me five times longer than usual and I felt everything was still hard to figure out. Contacting support and changing my process to use the program's abilities, instead of trying to make it Quicken, made this a lot easier. In fact, without a doubt, I can say that my whole process now is many-fold better than it was when I used Quicken. All my mutual fund information, credit card information, and banking information gets updated with a single click. Reconciling to downloaded statements is a breeze. This is a really slick program.

The only "complaint" I had is that there is no linking of transactions. If your paycheck, for example, includes a contribution to your 401k, in Quicken, this would get entered automatically, In SEE Finance, you need to enter this in. Even this, however, is pretty darn easy, as there is a menu command/keyboard command to make this happen.

Would an iOS app be nice? I guess. Would in-application BillPay be nice? Yes, I guess, but I was dependent on it in the past and no longer need it at all. But we all know this program does not have these features. What it does claim to have, it has, and it does very, very well. The price is extremely fair, and the support is excellent. If you are looking for an alternative to Quicken, I highly recommend this program.
[Version 0.9.14.5]



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