SEE Finance Support
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SEE-Finance-Support tipped on 20 Sep 2010
Responses to posts by REOWEN and ODYSSEUS below from SEE Finance Support:

We followed up with REOWEN by email about his comments on 9/17/2010, but thought others may also benefit from that information. This last 0.9.12 update contained an overhaul of the reporting abilities for SEE Finance as well as many usability enhancements such as customizable tab order for editing transactions, keyboard shortcuts for date entry and pop-up calculators for amount fields.

Depending on the user, many of the transaction editing fields may be unnecessary and/or rarely used. For example, some users may never have use for memos, transaction numbers and/or check numbers in their transactions. In this new update users can customize the tab order of the transaction entry fields by selecting "Edit Tab Order of Transaction Fields" from the "Transactions" menu. Users can select the order items will be selected when pressing tab and can also set whether items will be skipped while tabbing through the fields. This has been a nice addition to speed up transaction entry.

Another enhancement to help speed up transaction entry was the addition of keyboard shortcuts for date selection. Now pressing "t" in a date selector will set the date to today, pressing "+" and "-" will add and subtract a day as well as many shortcuts. A list of these shortcuts can be found in the keyboard shortcuts help file and also available as a reference window in the program that can be opened through the list of options in the "Help" menu. You can also now close the date pop-up window by pressing return, escape or "Command w".

One of the more popular requests from users was quicker entry for subcategories which is also something new to this update. For example, entering "a-f" would select the "Auto - Fuel" category.

When entering transaction amounts depending on the transaction type it may or may not be required to enter the minus sign before the amount for payment transactions. To determine which of the default transaction types have restrictions on amounts and may require the use of the minus sign in the amounts of payment transactions, users can check the "Default Transaction Types" help file. Before this update it may have appeared that you needed to enter the minus sign even when the transaction type was "Withdrawal". This was actually unnecessary and was just an inaccurate update of the displayed value in the field to show the minus sign. Also, in this update is the addition of pop-up calculators for amount fields that are activated by pressing "=". These calculators keep a running total of calculations entered by the user and can perform addition, subtraction, multiplication and division.

Recurring transactions in the program have different options for when they will occur and what will post when the they do occur. Some of user's recurring transactions are fixed amounts like loan payments and some change frequently like utility bills. In SEE Finance you can setup recurring transactions to "Add Without Notice" meaning you will not be presented with notice of the transaction when they occur, they are just automatically entered in the register (for fixed date and amount recurring transactions). For recurring transactions that are not set to be added without notice you will notified when the transaction occurs with the transaction in the "Pending Recurring Transactions" window. In this window you can adjust the date and amount of the transaction if those vary and these changes only apply to this one occurrence of the recurring transaction. In this window you also have the ability to skip this occurrence of the transaction by unchecking the "Add" box. Note that check boxes in many tables throughout the program such as this "Add" check box can be toggled on and off using the space bar (check out the Tips & Tricks help page for similar tips). Recurring transactions also have a "Post Now" option for users to post the transaction ahead of time and/or quickly going ahead and skipping the next occurrence. Using the "Post Now" option can also be handy in setting up a recurring transaction to test its settings to see how it would post before it is actually put into use.

Thanks for the feedback from everybody! We really do appreciate it as all the feedback and suggestions we have received has helped us turn SEE Finance into one of the more popular personal finance managers available. Also, feel free to contact us directly by email for any questions at

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