SEE Finance for Mac

SEE Finance for Mac

Download Editors' Rating:
3.5
Very good
Average User Rating:
4.1
out of 44 votes

Quick Specs

  • Version:
    0.9.17.3
  • Total Downloads:
    16,214
  • Date Added:
    Nov. 07, 2014
  • Price:
    Free to try (30-day trial.); $39.99 to buy (Buy it now)

Editors' Review

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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.

Pros

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.

Cons

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.

Bottom Line

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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Publisher's Description

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User Reviews
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Results 1–10 of 44

5 stars

"Best for Mac"

November 07, 2014  |  By drcakmur

 |  Version: SEE Finance 0.9.17.3

Pros

Has everything I need and it has also the best GUI compared to other finance software for Mac

Cons

I have the feeling that they shut down the company. There is no way to contact them. Nothing works.

Summary

I like the software and would like to use on my new desktop but no way to register it.

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4 stars

"SEE is solid, comprehensive, imports from Quicken well"

August 18, 2014  |  By veranth--2008

 |  Version: SEE Finance 0.9.16.1

Pros

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.

Cons

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.

Summary

A great alternative to Quicken, but it's too easy to get your books out of balance.

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4 stars

"It's Pretty Good"

April 13, 2014  |  By shuarjefe

 |  Version: SEE Finance 0.9.15.0

Pros

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.

Cons

Figuring out how to update stock prices and compare investment returns is cumbersome. I'm not sure if investment returns include dividends.

Summary

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.

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3 stars

"Not impressed"

February 23, 2014  |  By Yaya7xs

 |  Version: SEE Finance 0.9.12.9

Pros

I have not found this to be an extraordinary software.

Cons

Split Transactions are very cumbersome.
Help is very limited and not detailed.
Reports and sorting are limited.

Summary

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.

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3 stars

"Unimpressed"

October 29, 2013  |  By M. Pitts-Campbell

 |  Version: SEE Finance 0.9.14.12

Pros

Seems to do an adequate job for simple home finances.
Free to try and inexpensive to purchase

Cons

Reports are not satisfactory for more than home finances.
Split transaction technique is awkward..

Summary

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).

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5 stars

"Well worth the effort to learn"

September 13, 2013  |  By johnfcoppinger

 |  Version: SEE Finance 0.9.14.10

Pros

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.

Cons

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

Summary

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.

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5 stars

"The best Mac Personal Finance Software I have found"

August 21, 2013  |  By craighcnet

 |  Version: SEE Finance 0.9.14.10

Pros

- 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

Cons

- Nothing really

Summary

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.

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5 stars

"Best for Mac"

March 31, 2013  |  By drcakmur

 |  Version: SEE Finance 0.9.14.7

Pros

To my taste only finance program which comes close to Quicken for Windows and you can configure to your liking

Cons

I would say recurring items could be done better

Summary

Mac user must use it

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1 stars

"To be avoided!"

January 20, 2013  |  By OldGrowth

 |  Version: SEE Finance 0.9.14.5

Pros

Cost -- $30

Cons

Useless, and VERY frustrating software. The user manual, such as it is, describes what the program can do, but, amazingly, not not how to do it. You're left to figure out these matters by yourself.

Summary

After fooling with this thing for hours and hours, I've now given up. I'll try iBank--at least it has a user manual.

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3 stars

"Does not fully account for all transactions-BEWARE!"

January 09, 2013  |  By nomadsurf

 |  Version: SEE Finance 0.9.14.5

Pros

Inexpensive, multi-currency tracking, good import of Quicken accounts and transactions, decent direct connect download of banking and credit card transactions

Cons

Does not account for all transactions - transfers between any asset accounts - bank-credit card-personal assets - must be entered in both accounts or manually select option to enter in corresponding account (however even if the option is selected to enter in corresponding account, once entered, if the details are changed, the changes are not reflected in the corresponding account). Reporting options limited (no options for traditional financial report format like balance sheet/profit & loss)

Summary

Having become increasingly dissatisfied with Quicken after 15+ years of use, I decided to try SEE Finance based on many positive reviews. I was very excited initially when all of my Quicken transactions were successfully imported and I was able to set up accounts in another currency. However, when I downloaded banking transactions and entered corresponding account information, the transactions did not show up in the corresponding account register!! This software is not based on double entry accounting and while it may be useful for users with no accounting or finance experience, I would say this is dangerous for such users to use since there is no way to ensure that all transactions are accounted for (ie - if you transfer $500 from one bank account to another and the money does not transfer successfully, there is no way to tell with this software by reconciling the corresponding account that the transfer didn't come in unless you are looking for the particular transaction.) If you have asset accounts like an account to track your home costs or credit card accounts, transactions to/from banking accounts won't show up in these accounts. From an accounting standpoint or even basic personal finance standpoint, this software is absolutely useless in providing any measure of thorough accounting. I read on one review website that the developers have said the software does not automatically enter corresponding entries because of differences in dates transferred in/out. What??? Obviously they don't have any accounting background because a few days' date discrepancy between a transfer out and in is insignificant compared to making sure that all your money transactions are properly recorded and accounted for. I don't normally write reviews but having just wasted a morning by downloading transactions and updating accounts only to find this out, I hope I can save someone else's time. If you send reports to an accountant for preparation of taxes, PLEASE PLEASE PLEASE do not use this software. Your accountant will spend a lot of time trying to piece together useful numbers and charge you for it or the numbers they use may simply be wrong.

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Results 1–10 of 44

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Full Specifications

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General
Publisher Scimonoce Software
Publisher web site http://scimonocesoftware.com/
Release Date November 07, 2014
Date Added November 07, 2014
Version 0.9.17.3
Category
Category Productivity Software
Subcategory Personal Finance Software
Operating Systems
Operating Systems Mac OS X 10.8, Mac OS X 10.9, Mac OS X 10.10, Mac OS X 10.7, Mac OS X 10.6, Mac OS X 10.5 Intel, Mac OS X 10.5 PPC, Mac OS X 10.5, Macintosh
Additional Requirements None
Download Information
File Size 34.74MB
File Name SEE Finance.dmg
Popularity
Total Downloads 16,214
Downloads Last Week 26
Pricing
License Model Free to try
Limitations 30-day trial.
Price $39.99

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