See Finance provides you with a single piece of software to track all of your essential financial information. You can track all of your accounts, create budgets, and monitor your finances at all times. The software can also connect directly to your bank accounts in order to track information in real time.
Powerful financial management: There is almost no element of your personal financial situation that you can't monitor and track with See Finance. It is an incredibly powerful program in that respect. If you have multiple accounts, debts, and payments that you have trouble tracking, you can roll them all into this single software solution and see all of your data aggregated in an easy to understand manner.
Direct connect: See Finance has the ability to connect directly to your accounts and import data into the software. The program warns you that some financial institutions may charge a fee for connecting in order to retrieve data in this manner, but the feature works very well.
Importing and exporting: The software has the ability to import financial data from other popular financial programs. It also exports smoothly, which is great if you need to share the data with someone such as a tax or financial professional.
No mobile components: Most major financial software now has some sort of accompanying mobile component. See Finance has yet to include any type of iOS integration with its program, which is a significant issue for some people. People like to have their data at their fingertips in the modern world, and have in fact come to expect it, so it's missed when a program has no mobile integration.
If you like to do most of your financial planning from your desktop, then See Finance could be an excellent option. It is powerful, easy to use, and connects accurately to your existing accounts.
Editors' note: This is a review of the trial version of See Finance for Mac 0.9.17.1.
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From Scimonoce Software:
SEE Finance is a comprehensive personal finance manager featuring investment tracking and direct account downloads. With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from tens of thousands of others. You can keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment accounts and you can track and monitor individual investments. Other features include: investment tracking and monitoring (stocks, bonds, options and more), scheduled recurring transactions, import OFX, QFX, CSV, and QIF files, export CSV, TXF, and QIF files, transaction filters, budget monitoring, in-depth reporting and multiple currency support.
Easy to learn
Does what I want ... so far.
IT WORKS and saved my sorry butt. Thank you SEE Finance. Really saved me in the nick of time from the horrid horrid Quicken beast.
Just small nuisances:
- Split transactions cumbersome.
- Transfers between accounts.
- Having to switch between "transactions" and "reconcile" during the reconciliation process for missed transactions.
- The ability to automatically enter future transactions a certain number of days in advance.
- Nothing for my iPhone.
Had been running Quicken for Home and Business for many years. Quicken stopped working completely (mysteriously??) on the same day that automatic downloads were supposed to stop working. Couldn't even access any of my files. YIKES! Luckily I had converted my files to SEE while using the trial version.
I was very very nervous to say the least. SEE had to work or I would have lost the last 5 years of my financial data.
I don't track my investments.
I do download a lot of credit card transactions.
I have lots of transfers.
I had many many business Accounts Receivable accounts in Quicken H&B.
I run at least a dozen complicated reports at tax time.
SEE did convert my Quicken H&B data fairly well.
It didn't import the AR accounts, just converted them to categories as best as I can see, but no loss there. I just had to adjust to this way of dealing.
The balances seemed to import OK.
I've replicated some of my reports from Quicken H&B.
Everything seems to be working well enough. A bit of a learning curve. I've figured out the transfers, which is more cumbersome than Quicken. I've figured out splits, which is more cumbersome than Quicken. But I haven't had the time yet to try everything else. But is DOES seems to work just fine.
First of it is very easy to use. You can format it to your taste andI think it is for the time being only software for Mac that can be formatted to many different ways. I would reccomend to anyone who wants to have a little of color in this kind of normally morbid software.
In my previous review I wrote that I can not contact the company that I thought that the would have closed the company. It was a mistake since out of Turkey was a problem. They helped me a lot and solved my problem even when I was in Turkey. We later found out it was only a Turkish server problem anywhere else there is no problem at all to use it. There are some shortcomings as other reviewers write but I still prefer to use a colourful and cheerful program than a sad one where they have not these shortcomings.
SEE Finance does everything I need, which is record all my cash, check, credit card, and investment transactions, and updates securities prices. It allows me to export CSV reports of various transaction categories and types to facilitate tax preparation.
The files are huge compared to Quicken files with the same data. When entering a payment from an account to/from another account, it doesn't automatically create the corresponding transaction in the other account, or even warn you that you forgot to do that. Split transactions are much more cumbersome than Quicken. There's no quick way to include hidden accounts in reports or searches.
A great alternative to Quicken, but it's too easy to get your books out of balance.
I switched from a Windows 8 machine and used Quicken 2013 for home and business. I've had SEE Finance for about a month and am satisfied with it. It works well. It is reasonably intuitive. There is a learning curve. Establishing accounts and entering transactions is easy. It is flexible. Reporting seems to be accurate so far, which Quicken wasn't always.
Figuring out how to update stock prices and compare investment returns is cumbersome. I'm not sure if investment returns include dividends.
Try the 30 day trial. It is not difficult to set up. If you don't like, don't buy it. For the price, I think it is well worth the money.
I have not found this to be an extraordinary software.
Split Transactions are very cumbersome. Help is very limited and not detailed. Reports and sorting are limited.
I bought the See Financial Software based on the reviews on this site. I guess I just don't get it. I am very disappointed and would not recommend it to others. Where some people commented it was intuitive, I have not found it to be so. The Help Section is very limited and not thorough at all. The "Split" transaction feature is very cumbersome. The reports and sort features are limited. I am very disappointed with Apple that they haven't developed a personal financial software for Mac. I don't think SEE is any better than their competitors.
Seems to do an adequate job for simple home finances. Free to try and inexpensive to purchase
Reports are not satisfactory for more than home finances. Split transaction technique is awkward..
Needed to find a new finance program after I upgraded to Mavericks, as Quicken 2007 won't run. Have been using Quicken for 20 years and found it worked well for our personal finances, as well as for a small (< $50K) non-profit organization. Avoided Quicken Elements due to atrocious reviews and tried SEE. Have used for 3 days, now, didn't convert more than my personal accounts (not including our investment accounts) and have found it inconvenient to use as well as not importing the scheduled transactions file. To enter a split transaction, you must first specify that the transaction is to be split and then repeatedly indicate each and every split, rather than tabbing to a next line; quite inconvenient for a receipt from the grocery store, for example. I have found SEE too inconvenient to want to continue to use and will revert to using Quicken 2007 on an older computer (or may just reinstall Lion and Quicken on a partition on the hard drive).
Very stable performance, faultless importing of QIF files from MSMonry. Once I had "unlearned" Money and took to learning how SEE functions, very please with the results. The user generated reports are excellent, gives exactly what I asked for. Happy not to allow third party software access to my bank account so very happy with access to internet from with the software, saves exported file to desktop then imports to statement area which shows possible duplication giving user opportunity to rectify before entering into the transactions. Very helpful response from SEE when help was required.
The GUI could do with a more modern look. The graphs are not brilliant but I can do without them. Still some work needed to allow more hyperlinking when clicking on an item. Does not work on all areas
Tried all the finance software on offer for MAC, used them simultaneously to assess which was best for me. SEE was without doubt ( in my opinion ) the slickest and trouble free. This product is definitely more substance over form. So get past the ugly GUI and find a gem of a product.
- Rock solid - Fast - Import of all accounts at the start worked to the penny - Import from OFX and CSV has worked for over a year now with zero errors _ Facility to create transaction filters to assign categories automatically works very well - Recurring transactions has worked perfectly
- Nothing really
I've tried them all - settled on IBank but eventually found it too slow and too US orientated. Tried SEE Finance based on user forum feedback and have never regretted it.