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
I like it but do not get answers sometimes when I ask for help. I find it to be much better than Quickbooks. I would like to see a search for dollar amounts/payees so I can check on duplicate entries. I would like to be able to work on the Payee Journals but have not gotten an answer on how to do this. Overall - I like it. I have asked them to make videos for entries, reports, etc since it has been 50 years since I had college accounting. I would buy it again but I do not have the new program.
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.
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.
With Family Sharing set up, up to six family members can use this app.