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.

Steve White MD about SEE Finance