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.
I have read the other reviews of SEE Finance 2 on the AppStore concerning Scimonoce’s fine app, learning that the app was written from scratch. I have used it repeatedly and notice that it has improved with every new update. My review today, June 5, 2020, is my opinion of the app now in response to other previous reviews which say things like “Not as good as the last” or “Good, but…”. I think it is time to chime in, years later after the foresaid mentioned reviews were written, about what I think about SEE Finance 2 as it is at present. The app has grown and it is a mature financial app that is actually better than most other financial programs! I think that SEE Finance 2 is a slick, elegant, aesthetically gorgeous app, which at this point matches, in my opinion, the quality of Quicken for Mac. I have moved fully over to SEE Finance 2 from Quicken for Mac long ago and the features that this app has at this point are just amazing! SEE Finance 2 is a fine choice if one wants to move away from Quicken for Mac or if you are unhappy with your present finacial app. One can use a trial version of SEE Finance 2 in order to check it out, then buy it after being impressed either Online or on the AppStore. The developer has done a better job in building wonderful, customizable features into SEE Finance than a whole team of Quicken developers IMHO... One feature that I like the most is the manual reconciliation with your bank. There are no less that 3 methods, all very simple! In the Reconcile Module is an easy reconcile procedure as well as an even easier reconcile method. These two methods are the same as those found in Quicken for Mac. But then on the actual bank accont register in SEE Finance 2 is a Status Column which utilizes icon symbols for redorded, cleared and reconciled transactions which one checks off as per your online bank account. Once each transaction reflect the state of the transaction according to the bank account online, a button on the register itself reflects the exact recorded amount, cleared amount and reconciled amount as what the bank acount online reports. This is a clever and very simple third way for users on the go. One does not ever have to utilize the other two traditional methods available within Reconcile itself. I recommend this financial program without any reservations!
After 2 decades with Quicken, the romance had died with multiple obsoleting software versions to force upgrades. I am not interested in a subscription based hostage. SEE Finance 2 meets all my needs: 1) no subscription; 2) no extra fees to download transactions; 3) Mobile App; 4) iCloud secure access; and 5) Ease of use.
I have started using it about a month ago. Very intuitive, but as all the programs has the room for improvements. I see that you are adding new banks, it will be good to have Wells Fargo, Bank of America, Capital One… Another suggestion is to have the Search option when within pop-up window you are choosing a category to apply to the transaction. Like when type "G" will be easier to find Gross income minimizing scrolling in the pop-up window.
I have been using this for about a month. I only use it to track spending so I don’t use any of the online features like downloading bank statements. It’s okay but there are a few simple things that would make it easier for me. Like, how about it saves a transaction when you hit “return” instead of needing to save it manually. When I post scheduled transactions that are paid by check, I have to then to to the check register and manually enter the check number. It should at least give me a way to enter it when I post it, if not enter it automatically. One of the reasons I use the scheduled transactions is for bill reminders. They are all on the list but it would be nice if it gave me more than one option on how it is displayed. Sometimes a scheduled transaction isn’t a recurring bill but something that is a one time thing. When I post those bills, I then have to delete it from the scheduled transactions list manually or else it will just be there forever I guess. So it’s little things like those that add up to being a lot more work than it needs to be. I am going to keep looking for an app that is more user friendly. UPDATE: I tried some of the things suggested in the Developer’s Response and I’m not thrilled. Putting an upcoming bill in pending transactions instead of scheduled maybe solves the problem of having to delete a one time bill after I post it. However, it subtracts the amount from my check register as soon as I put it on the list even if it won’t post for weeks. Not really a workable solution. Even if it did work, split transactions are such a pain. I used Quicken Starter for years and hoped this would be a decent replacement but I have to stick with my original assessment - it’s harder than it ought to be.
SEE Financial is a very good app for tracking and managing your personal finances. This app may also be used for small business finance managment too. It would be nice if the date field would keep the date manually entered by the user, as when entering several receits, they are usually for the same day and not always entered on the current day.
In my previous review, I asked for a feature that already exists. But I had to learn how to use it and change how I set up my categories - made it simpler. With Quicken and Banktivity and GnuCash, the usual category list starts with a few top level "parent" categories. These are Income, Expenses, Assets, and Liabilities. These parent categories are not needed in SEE Finance 2 (SF2). When you create a category, you assigned it one of those "types." SF2 takes care of organizing your categories into these types. When entering a new transaction and you get to the category, enter a few characters of the first word of the category and up pops a list containing all the categories starting with that word - and the first item in that list is automatically entered. Use the down arrow key to scroll through the list to get the item you want. So now the task is to create your category list in a way that minimizes the number of possible entries for a given first word. And if you started out with an import from one of the other apps, SF2 allows you to rearrange and rename any and all items in the list - taking all the subcategories from Expense and Income out to the top level. You just can't have the the exact same name for a category as both an expense and an income. So make a minor change. Establishing tax line items is a breeze. Just enter a keyword and it shows up in a list to select the right item. No more scrolling through a long list. And I am finding it very easy to fix all the mistakes I made in my previous app. I would like to leave this on a good note, but there is one glaring problem with importing from QIF files. If a transaction is split and contains memos, the memos are not transferred intact. The fist item memo is lost, the second becomes the first, and so on, leaving the last item memo blank if there even was one.
You open the app. You select to attach a bank account. It doesn't connect. You try again. It doesn't connect. You do a manual entry and it links you back to the beginning. You finally connect a bank account. Then you try to connect a Roth IRA. It won't connect, even though it's the same financial organization as the bank account and even the same password. Eventually it works and then shows your IRA but doesn't load ANY of the assets within the account and shows a balance of zero. That's an hour of my life I'll never get back.
I have tried numerous replacements for Quicken Mac over the years and nothing offered seamless and easy data transfer and all the QM features that I wanted. Finally I tried SEE Finance on the trial basis and was convinced after just a couple days. I've been using it now for several months and I am 100% satisfied. If you've been waiting to make the move away from QM, this App is definitely worth a try. It works great, the company has tremendously responsive support and happliy accepts feature requests. How refreshing to have an App with this kind of reliability and product support. It isn't perfect, but it's far better than QM or any other Mac-compatible finance software that I have tried in the past 10 years.
If you're using US Bank and went direct connection this app is not for you. Other then that at this point looks good, will update as time goes on.
It's been a while since i left Quicken to Moneydance and never looked back. My issue with MD was the mobile version and some glitches. I thought those are the best personal accounting software in the market untill i tried SEE finance. There are some other good apps in the market but not as complete as those three. Banktivity, on the other hand isn't bad at all but I didn't like its reports which is the main reason a person use an accounting software. I'm talking here about good software that covers all my financial needs (i'm an accountant after all) - to be honest i'm not into investments much so i won't comment about this part. SEE Fiance is perfect in display and performance (smooth). It has mobile verion and flexiblity in settings & reprots. Easy to enter data and it offers a lot of custimizations. Migrating data from other apps to this one was the easiest with minum error and manual fixing in comparing to my experience with other financial software i tried. I'll stick with this app for the rest of this year and i hope i won't change. The issues: First, data entry is though transaction line only. Thus, any extra fields should be added to the column first. Second, there is no transfer transaction (automatic one) in scheduled transactions. Manual transfer with multiple currency accounts is a little bit painful. Third, loans. There is no auto calucation for the intallaments and scheduled payments. Forth, Cash Flow reports need begining balance. In general, reports are customizable well but they could be better. The mobile version doesn't have reports or schedul transactions but it's not bad at all. Keep the good job