Existing users, 
 SEE Finance - 0.9.6ePersonal finance manager featuring direct connect online banking. |
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Information Related to Version:
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Product Description:
SEE Finance is a new personal finance manager for Mac OS X. Whereas many personal financial managers compromise function for form, this software offers comprehensive financial management with an elegant user interface. SEE Finance allows you to track and monitor all your income and expenses quickly and easily. With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from thousands of others. You can keep track of all your financial accounts including banking, credit card, investment, loan, asset, liability, and income accounts.
Other features include:
Other features include:
- Scheduled Reoccurring Transactions
- Import OFX, QFX, CSV, and QIF files
- Export CSV, TXF, and QIF files
- Transaction Filters
- Budget Monitoring
- In-depth Reporting
- Investment Monitoring
- Multiple Currency Support
What's new in this version:
- Now able to import multiple accounts from QIF, QFX, and OFX files in one simple setup process
- Now able to import and export category lists
- Added duplicate transaction checking feature
- Significantly improved file loading time
- Improved and faster reports and budgets
- Added ability to customize an account's default new transaction ("Transactions" menu item)
- Improved investment accounts (stocks, bonds, and options)
- Better bond quote handling (and also now works with zero coupon bonds)
- Improved importing of all file types
- Remembers more last used import settings for all file types
- Improved Direct Connect downloads setup
- Improved currency formatters for different localizations
- More search options and now saves previous search settings
- Many other enhancements plus some general stability improvements and minor bug fixes
Operating System Requirements:
This product is designed to run on the following operating systems:
- Mac OS X 10.5 Intel
- Mac OS X 10.5 PPC
Additional Requirements:
- Mac OS X 10.5 - 10.6
Screenshots:
Download Links:
Download SEE Finance Now (File Size: 14.5M)
Your Installed Versions:
Feedback Summary:
| This Version: | |||||
| Overall Rating: | Not rated (0.0) | Features: | Not rated (0.0) | Support: | Not rated (0.0) |
| Ease of Use: | Not rated (0.0) | Quality / Stability: | Not rated (0.0) | Price: | Not rated (0.0) |
Key to Types of Feedback:
Reviews 
Troubleshooting 
Usage Tips 
Developer Notes 
Commentary 
Featured Reviews
SEE Finance--Finally, a financial software package I can keep 
- Version: 0.9.4, 9/30/2009 06:31AM PST
(3 of 3 users found this comment useful)
sdevan3635_dotmac
Great Finance App! - Version: 0.9.3a, 9/21/2009 12:10PM PST
(3 of 3 users found this comment useful)
edfoster72
At first I had the same import problem as the previous poster before I realized I kept forgetting to check the import account transactions box and set the right date format. Once I did that it worked without a hitch. I've been able to setup all my banking and credit card accounts to download transactions too.
I love the appearance of everything, the graphs and their tracking of transactions is awesome! Great app for the price!
I love the appearance of everything, the graphs and their tracking of transactions is awesome! Great app for the price!
Transaction importing issues - Version: 0.9.3a, 9/21/2009 10:52AM PST
Jerdude
I'm having a heck of a time importing just one month's worth of transactions. I've tried .ofx, .qfx, .csv, .qif formats and I'm able to prepare the data for final import, but when I hit the "Import" button, it just performs a quick flutter and none of the transactions actually import.
I just upgraded to Snow Leopard yesterday.
I just upgraded to Snow Leopard yesterday.
Most Recent Replies: View All 1 Replies
- Transaction importing issues
Let me say up front that SEE Finance is not perfect. But, and I can't stress this enough, the developer is unusually responsive. I've been pestering him and he has risen to the challenge every time. This alone makes the program a winner in my book.
SEE Finance has the best automated assignment of imported checks to expenditure categories package I've used or tested. It is a full home finance package and supports bonds as well as stocks. This is the first program I've seen that fully supports bonds. The program is very fast.
And finally, I've found a program that correctly imports qif files (and other formats) not just for bank statements, but also for investment accounts. This is the first application I've found that actually does it correctly. Not only that, when I had an issue with this import, turns out that what was happening was not SEE's issue, but rather that (and I did not know this) that most financial institutions only keep about 1 year's worth of financial investment transactions on line. The SEE support team help me immensely with this issue.
The program is still young. There are some bugs that the developer is working through. Reporting still needs some work. But to repeat, the developer actively listens and works through bug reports. That alone is worth its weight in gold.
I've used it enough to become convinced that this is the program I will stick with. I am fully convinced that in short order, this program will mature into the best Macintosh finance program on the market.