SEE Finance 2
By Scimonoce Software LLC
Open the Mac App Store to buy and download apps.
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.
- OFX Direct Connect Downloads*
- Investment Tracking
- In-depth Reporting
- Budget Monitoring
- Scheduled Transactions
- Calendar and List Views
- Quick Transaction Entry
- Split Transactions
- Batch Edit Transactions
- Transaction Attachments
- Multiple Currency Support
- Import OFX, QFX, CSV, and QIF files
- Export CSV, TXF, and QIF files
- Create Multiple Files
- Customizable Preferences
- Companion iOS 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.
What's New in Version 2.0.3
Added a “Duplicate” option to the Transactions menu.
Added the ability to set the check numbers of transactions using the + and - keys.
Improved CSV file exporting for reports.
Various other minor adjustments and bug fixes.
Not as good as previous version
I love version 1.0 of this app. I enthusiastically upgraded to 2.0. However, I am finiding it is missing some key features from the previous version and is comparativly buggy. Some examples:
(1) Importing stock transactions from a csv could not detect the stock symbols in the file,. The file format worked fine in the prior version. Transactions were imported without a security. Weirdly, the app created a new security for each one in the file with the same name.
(2) Sync with the mobile app has overwritten local changes from the icloud. A dialog did appear asking me to pick a version but it has a bug and seems to close before I picked the file to use. There automatic backup doesn’t seem to exist anymore so if you do have a sync conflict, you can’t recover to the prior version.
(3) Various UI gaps: You can’t see the securities in an individual account, only a composite view across all accounts. Alt-click menus are gone. Reports are not imported from your 1.0 file. The transaction data entry gadget is akward and missing the fields for the prior version,.
Overall, it is real a downgrade in the experience form the prior product. They should have waited to release. The 1.0 prouct is great. 2.0 is middling and frustrating, but shows promise. I’m hoping a 2.1 will be out soon that is robust enought to use.
A drastic rewrite - lots of potential but not quite there
I've been using the previous version of SEE Finance for some years and really like it. So I was quite pleased to see this - it is still a bit of a work in progress; custom reports (i.e non-standard date ranges), as an example, doesn't seem to work. Date selection also doesn't work in account view, although everything seems notably faster. This makes it impossible to, for example, do on-the-fly views of how much I spent on X last year vs. the previous year.
The date filters on the old version (part of the account view window) were better postioned than the new one (in the view settings symbol)
Visually, this is a huge improvement (Apple should take some lessons here!) and shows a lot of promise. Some reports (for example, cash flow) look as if they will give a much better picture of account activity than in the old version. I'll be holding off using it heavily until I've done my taxes.
For an experienced user, I would say give it a try and provide feedback
For a new user I would say that the old version was so good and Scimonce software so responsive that I would also give it a try.
There is a 30 day evaluation version available from Scimonce.
I would echo Funny208 - it's a bit of a downgrade and probably a premature release. But I'm sure in a year's time, I'll be using it with enthusiasm.