SEE Finance SEE Finance
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An outstanding financial recording/reporting program

I have been using SEE finance for several years, after Intuit dropped support for Quicken for Mac (they have since somewhat reinstated support in the form of Quicken Essentials and more recently a "full" version of Quicken.
Intuits decision resulted in a sudden surge of fiancial programs - Ive bought and tried at least 3 and tried Quicken Essentials. Somewhat to my surprise, SEE Finance was just easier to use than any of them, although it wasnt as pretty as some.

More than anything else, I want to be able to find transactions quickly and be able to generate reports quickly and on the fly -
How much did I spend with XXX in 2014?
How does what I spent in 2014 Jan-Jul compare with what I spent in 2015 Jan - Jul?
What are all my expenses with the memo "sales tax to be paid" for this year to-date

All these are incredibly easy, as the software uses Apples programming guidlines for tables that enables this sort of powerful filtering in a highly disciplined fashion.
Investment reporting is not as full featured - but it is very easy to apply a filter to look at all transactions for "AAPL" for example and get a full picture of what is going on. It would be nice to have things like an Internal Rate of Return, but I rather feel that if you cant calculate this yourself, you are better leaving this alone - not all software seems to do this correctly!

Exporting is a breeze, as is importing from banks etc using QFX and other types of files.

See Finance is more manual than some of the other programs but it has never left me in the "OMG, what a mess, Ill just start from scratch" state that they have usually left me in, either.
Transfer transactions are not linked, so if you change one side, you have to manually change the other - this bothers some, but if you know its going to be the case, it is easy to allow for.
In all, Im extremely happy, particularly around tax time when Im preparing a schedule C! It "just works"

pjn. about SEE Finance

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SEE Finance

SEE Finance

Scimonoce Software LLC

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 informatio...

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App Details

Version
1.1.8
Size
31.63 Mb
Updated
8 years ago
Released
Aug 2015
Price
49.99 USD
Platform
MacOS

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