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.
Packed full of options to allow you to take total control of your finances. There are 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. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control.
- OFX Direct Connect Downloads*
- Quick Transaction Entry
- Split Transactions
- Transaction Attachments
- Multiple Currency Support
- Create Multiple Files
- Customizable Preferences
- Companion macOS 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.
Compatibility adjustments for iOS 13.
Ratings and ReviewsSee All
Pretty good but some UI issues
The handling of finances and syncing works very well for me. The set up was the tricky part in getting banks to accept online access.
But the everyday use of this app is aggravating due to user interface issues. On iPhone 8+ almost always, I am unable to read the full transaction...Payee name cuts off, Category is cut off, and forget Memo. This is due to SF using System font size default. While that’s acceptable for emails, texts, and web pgs that wrap, not for financial ledgers. Sure, I can adjust it quickly in Control Center, but is that the typical experience of any iOS app? So a preference setting for this is sorely needed...it really makes it impractical to use right now.
Overall, the UI has various design flaws especially with settings & prefs...it’s always dependent on the screen context instead of universal to the app; you have to change context (account, report, data file) to change that UI.
And for God’s sake, can some financial app help us lefties and NOT have the new entry “+” on the right side, especially at the bottom...at least put it in the middle!
Overall a good app but this is due to the years and efforts put into the Mac version...this iOS app just suffers from 1.0 and the need for better development for a mobile device.
Needs a login screen
The iPad version is in need of a login screen or even better Touch ID like every other financial app. In its current state anyone who has access to your unlocked IPad can open your account. I often share my IPad with grandchildren who looking for games will poke at any app to see what happens. I have raised this vulnerability issue to See and I believe it is in there someday update process. Until that is fixed I have removed the app, it’s just too unsafe.
Update. Using the developers response I was able to set up Touch ID if I required a password on my Mac Pro. However, if you remove the password from your desktop the Touch ID also is eliminated. It is not intuitive that you have to lock a program on your desktop to set a password on an app. Since I lock my desktop with a password I don’t normally lock programs. This adds another layer that is not very efficient. It does however meet my immediate concerns so I will leave the app on my IPAD. in my mind there is still room for improvement.
Developer Response ,
The app does have a login screen if you set a password for your file where you have to enter your password (or Touch/Face ID). However, it is currently only shown when you first open a password protected file file. If you don’t close the file, or force close the app, you are not currently prompted to re-enter your password after leaving the app and coming back. The next update will require re-entering the password for an open file after not using the app for a short period of time.
iPad needs report capability
I really like the desktop version, and it's useful to be able to enter transactions on my iPad or phone, but I hate that I can't produce reports with the iOS version. It really limits how I can use the software while travelling, as do not have a laptop.
With Family Sharing set up, up to six family members can use this app.