Publisher's Description
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.
What's new in this version:
- Fixed an issue downloading current investment quotes from Yahoo! Finance.
- Various bug fixes.
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All versions:
4.3 starsout of 27 votes
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Current version:
3.0 starsout of 1 votes
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My rating:
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"Promising software, but investment transactions kill it"
Version: SEE Finance 0.9.13.5
Pros
Excellent at importing .qif files! Really outstanding
Very easy to set up.
Clean look and fast performance
Many customization featuresCons
The lack of a securities management feature, makes entering/editing investment transactions a torture. This is really what prevents me from buying it. But entering any kind of transaction is not very intuitive either. If only the programmer could get some inspiration with the way transactions are edited in Money 4, this piece of software would really wipe out the competition.
Summary
You'll be amazed at how easy and flawless importing qif files is. But, If you're like me, and investment transactions are a frequent event, then you'll be let down by the odd way this software requires data entering. Maybe with version 1.0 this issue is finally addressed and I may finally put Quicken 2005 in the trash bin...
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