SEE Finance is a comprehensive personal finance manager that allows you to track and monitor all of your income and expenses. You can track your accounts by downloading information directly from hundreds of financial institutions and import data from thousands of others. Keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment accounts and track and monitor individual investments.
- OFX Direct Connect downloads*
- Investment Monitoring
- Scheduled Reoccurring Transactions
- Import OFX, QFX, CSV, and QIF files
- Export CSV, TXF, and QIF files
- Transaction Filters
- Budget Monitoring
- In-depth Reporting
- File backups
- Multiple Currency Support
*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.
Minor adjustments and bug fixes.
Ratings and ReviewsSee All
Very good, still work to do
I’ve used this since it’s early beta days — like many I needed something that would work after Quicken abandoned us Mac users. SEE Finance has been the best of the bunch since. As others point out it’s stable, fast, accurate, imports QIF and QFX files well, and will work with your bank (most of them, most of the time). There are quirks for us old Quicken users: SEE apparently implements elements of double-entry accounting. I’m sure that’s a good idea but it took a while to understand that.
Complaints: 1) I still can’t get used to the ‘reconcile’ function of SEE after having used Quicken. The latter just plain worked, whereas SEE is confusing. 2) Investment transactions still aren’t as seamless as I’d like, though to their credit SEE 1.0 is better than the 0.8x and 0.9x betas at this. I just want an accurate accounting for tax purposes and to know what my investments are worth.
Overall: 4-stars with plenty of potential. Again: stable, reliable, workhorse for personal accounting. I won’t go back to Quicken.
Great Alternative to Quicken for Mac
UPDATE: Scimonce has released a new financial management program; I will certainly upgrade into as soon as it makes sense. Great hopes, since this original app has been terrific. Perfectly meets my needs, and the developer support is timely/outstanding.
Totally agree with reviewer maxfinis. I have been using See Finance since Quicken decided to dumb down their home versions. I don’t require the complexity of QuickBooks, but need someting more than the basics to keep track of some simple home businesses. I paid for and have used the beta versions for years; now that it’s a “full release” I’m happy to support the developers.
Update: no longer Annoying mislabeled transaction field
I totally did not understand the payee field as the drop-down menu within it held only my account names. I see now that I can type in the actual payee and that the info is autosaved. After a speedy reply to my review from customer support, I realizes the error of my ways and upgraded my rating to 4 stars. My apologies for the previous rant.
Developer Response ,
I’m not clear on exactly what issue you have entering the payee information for a transaction. There are clearly labeled “Payee” and “Category” fields as shown in the last screenshot in the App Store. We don’t recommend that you record payee information in the "Memo" field and recommend that you use the “Payee” field. When you enter a payee in the “Payee” field that you have used before then the program will auto-fill the saved information for that payee (transaction type, category, memo and amount).
For not remembering the recent files, the program uses the computer’s list of recently used files. If the recent files list for the computer overall has been cleared, such as when running a third party “cleaning app”, or if you turn of the recent file tracking on your computer altogether in macOS System Preferences, then you will need to select to open your file in the program. There is also a bug in macOS where the recent file tracking can be turned off after a macOS update requiring users to turn it back on in System Preferences in order for the program to be able to utilize the recent files list once again.
Please contact our support if you need additional assistance with entering transactions, checking your computer’s recent file tracking settings, or with anything else related with the program.
With Family Sharing set up, up to six family members can use this app.