SEE Finance

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  • 5.0 stars

    "Real account mgmt, auto download & investment tracking"

    January 6, 2012  |   By HappyCurmudgeon

    Pros

    Downloads multiple accounts at least twice as fast as Quicken. Results are accurate and presented clearly. Imports and stores many years of multiple account transactions. Very reliable, not fancy. Support is responsive and friendly. Ingenious solution for online accounts that don't have direct connection download (I have one credit card that doesn't). Price can't be beat. I use my bank and brokerage's online payment website, which works very well with SEE Finance.

    Cons

    Analytical reports are good, but limited. Works differently from Quicken, so getting familiar is gradual. I would like to see more graphing and report options, but these appear accurate. Some features, such as transaction filters have messages warning of dire consequences for using them, so I haven't. I would recommend that a "back out" feature be implemented, so you can actually use them.

    Summary

    I previously bought Moneydance, but had bad results. it never got through importing all my accounts. SEE Finance imported all my accounts in just a few seconds, all accurately. The download is great and free (for me). Transaction and Payee entry and update are fine. I have not run into any bug in the current release. All I would like is more of the same (reports and presentation options). I worry that Quicken will dampen the market by promising to update 2007 for Lion. Hopefully, SEE Finance will outshine that with more features.

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