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SEE Finance for Mac

By Scimonoce Software Free to try Editors' Rating

Editors' Review

Download.com Staff Oct 19, 2014

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.

Full Specifications

What's new in version 2.1.6

Completely redesigned.

General

Release July 14, 2019
Date Added July 14, 2019
Version 2.1.6

Operating Systems

Operating Systems Macintosh
Additional Requirements
  • macOS Mojave
  • macOS High Sierra
  • macOS Sierra

Popularity

Total Downloads 18,368
Downloads Last Week 0
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Developer's Description

Manage all of your financial accounts in a single place and gain control over your finances. Track all of the financial accounts you might have including banking, credit cards, investments and others. Generate a variety of customizable reports and budget to keep your spending on target.
Track and monitor your individual investments and your investment portfolio as a whole. Perform these tasks and more in any of the 150+ different currencies available. Packed full of options to allow you to take total control of your finances. Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports. These are only a few of the many, many options available to you to personalize the app just for you. Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. Designed to give users complete control over their data. SEE Finance allows you to choose where you keep your data. Unlike similar programs, there's no forcing you to upload your personal data to a service outside of your control in order to access it from multiple devices. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control. Features: - OFX Direct Connect Downloads* - Investment Tracking - In-depth Reporting - Budget Monitoring - Scheduled Transactions - Calendar and List Views - Quick Transaction Entry - Split Transactions - Batch Edit Transactions - Transaction Attachments - Multiple Currency Support - Import OFX, QFX, CSV, and QIF files - Export CSV, TXF, and QIF files - Create Multiple Files - Customizable Preferences - Companion iOS Version *OFX Direct Connect downloads is a service provided to customers by their financial institution. The institution may require enrollment and/or may charge a fee to use their Direct Connect downloads service. Generally only available with U.S. institutions.