SEE Finance overview

SEE Finance lets you 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:

Import OFX, QFX, CSV, QIF, and QMTF files
Investment Tracking
Multiple Currency Support
In-depth Reporting
Budget Monitoring
Scheduled Transactions
Calendar and List Views
Quick Transaction Entry
Split Transactions
Batch Edit Transactions
Transaction Attachments
Create Multiple Files
Export CSV, TXF, and QIF files
Customizable Preferences
Companion iOS Version

What’s new in version 2.3.0

Compatibility adjustments for macOS 13.0 Ventura.
Various minor adjustments and bug fixes.

View older SEE Finance versions

4.1

(143 Reviews of SEE Finance)

Comments
User Ratings

Deke

Jul 19 2023

2.3.0

0.0

Version: 2.3.0

I would not buy this at this time. I'm surprised it's still listed. It shouldn't be. It seems pretty clear that they've shut down. I've emailed twice recently and gotten no response from Support. Calling 217-418-4569 doesn't work either. The phone message says: "The person you are trying to reach is not accepting calls at this time."

exbfl

Nov 22 2022

2.2.3

Version: 2.2.3

Lousy support. I've sent half dozen emails to support in the last 5 MONTHS. NO RESPONSE. I've used See Finance for years happily. Now it's a piece of crap. Anybody know where we can get help?

babetteorama

Oct 25 2022

2.0

Zero stars. I cannot get any tech support. I've written three times about my problem (suddenly unable to download transactions from three Chase accounts) and have been ghosted. Last year I got replies. This year pffft. I loved this app with its customizable views. Now I'm looking for a different app--one that will give me support.

gary-22

Jan 22 2022

I exported QIF data from Banktivity 7 and it seemed to go well. Then I realized that Sell to Open and Buy to Close transactions did not record properly, and Return of Capital transactions were messed up to a point that transfers did not appear in the other account, requiring those to be re-entered and corrupt ones deleted. What an ordeal, not for the faint of heart, and I am. Then I realized investment transactions do not seem to have a way to specify lots, which due to ACB rules in Canada, I have always matched lots manually in Banktivity since no accounting software to date has offered an ‘Average Cost’ basis for calculating capital gains. Banktivity is more Canada-friendly for this and the (free for version 7 or lower) OFX downloads built-in to the app. I guess if I decide to use this I would never get accurate reporting of gains/losses on investments where there’s more than one lot in and out.

Oakey46

Oct 29 2021

2.2.2

Version: 2.2.2

An excellent personal finance App on my iMac that I've been using for a couple of years and great to see the developer has updated it now to version 2.2.2

Nov 25 2022

texmln

Jan 17 2021

5.0

Version: null

jimceez

Jan 2 2021