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SEE Finance for Mac

Comprehensive personal finance manager.

$39.99
In English
4.1
Based on 94 user rates

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

SEE Finance for Mac

$39.99
In English
Version 2.3.0

What users say about SEE Finance

babetteorama
By babetteorama on Nov 25 2022 for v.2.2.3

Customer support: 1.0

I was ghosted. No replies to my repeated emails and email is the only way to contact the company. I suddenly could not download transactions from Chase, the holder of my main accounts. I wrote and wrote and nothing. It's been two months. I quit.

Other user ratings:

Value | 3.0
Ease of use | 4.0
Features | 4.0
Reliability | 1.0
Write a detailed review about SEE Finance

What customer like

Customization

What needs improvements

Support

SEE Finance qualities

Value
3.0
Ease of use
4.0
Features
4.0
Reliability
1.0
Customer support
1.0

Write your thoughts in our old-fashioned comment

MacUpdate Comment Policy. We strongly recommend leaving comments, however comments with abusive words, bullying, personal attacks of any type will be moderated.
4.1

(143 Reviews of SEE Finance)

  • Comments

  • User Ratings

Deke
Deke
Jul 19 2023
2.3.0
0.0
Jul 19 2023
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
exbfl
Nov 22 2022
2.2.3
0.0
Nov 22 2022
0.0
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
babetteorama
Oct 25 2022
2.2.3
2.0
Oct 25 2022
2.0
Version: 2.2.3
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
gary-22
Jan 22 2022
2.2.3
0.0
Jan 22 2022
0.0
Version: 2.2.3
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
Oakey46
Oct 29 2021
2.2.2
0.0
Oct 29 2021
0.0
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
babetteorama
babetteorama
Nov 25 2022
2.2.3
2.0
Nov 25 2022
2.0
Version: 2.2.3
texmln
texmln
Jan 17 2021
5.0
Jan 17 2021
5.0
Version: null
jimceez
jimceez
Jan 2 2021
5.0
Jan 2 2021
5.0
Version: null
trbanks1
trbanks1
Dec 23 2020
4.0
Dec 23 2020
4.0
Version: null
daashe
daashe
Dec 2 2020
3.0
Dec 2 2020
3.0
Version: null
dave-16
dave-16
Nov 19 2020
4.0
Nov 19 2020
4.0
Version: null
asegar-1
asegar-1
Nov 14 2020
5.0
Nov 14 2020
5.0
Version: null
Old-Man
Old-Man
Nov 14 2020
5.0
Nov 14 2020
5.0
Version: null
svalocin25
svalocin25
Nov 13 2020
5.0
Nov 13 2020
5.0
Version: null
Scimonoce Software
Scimonoce Software
Nov 12 2020
5.0
Nov 12 2020
5.0
Version: null
MaloneyATL
MaloneyATL
Oct 23 2020
1.0
Oct 23 2020
1.0
Version: null
damont1492
damont1492
Oct 23 2020
4.0
Oct 23 2020
4.0
Version: null
Redward
Redward
Sep 23 2020
3.0
Sep 23 2020
3.0
Version: null
chndlr
chndlr
Jul 10 2020
1.0
Jul 10 2020
1.0
Version: null
ronin98syu
ronin98syu
Jul 7 2020
4.0
Jul 7 2020
4.0
Version: null
jaynewmanchina
jaynewmanchina
May 22 2020
4.0
May 22 2020
4.0
Version: null
KtSan12
KtSan12
May 19 2020
3.0
May 19 2020
3.0
Version: null
lrove
lrove
Apr 27 2020
5.0
Apr 27 2020
5.0
Version: null
kendjordan
kendjordan
Feb 8 2020
1.0
Feb 8 2020
1.0
Version: null
bumcatt
bumcatt
Jan 16 2020
5.0
Jan 16 2020
5.0
Version: null
markwhy
markwhy
Dec 9 2019
5.0
Dec 9 2019
5.0
Version: null
Dsp
Dsp
Nov 26 2019
2.0
Nov 26 2019
2.0
Version: null
Zampom
Zampom
Sep 14 2019
5.0
Sep 14 2019
5.0
Version: null
terra22
terra22
Sep 13 2019
5.0
Sep 13 2019
5.0
Version: null
Msealey
Msealey
Jul 9 2019
5.0
Jul 9 2019
5.0
Version: null
ken-108
ken-108
Jun 3 2019
5.0
Jun 3 2019
5.0
Version: null
r-owen
r-owen
May 26 2019
5.0
May 26 2019
5.0
Version: null
sandy-ramlet
sandy-ramlet
Feb 9 2019
5.0
Feb 9 2019
5.0
Version: null
Pokeyjoe
Pokeyjoe
Jan 19 2019
5.0
Jan 19 2019
5.0
Version: null
Red Deb
Red Deb
Dec 24 2018
5.0
Dec 24 2018
5.0
Version: null
Jtc333
Jtc333
Nov 18 2018
5.0
Nov 18 2018
5.0
Version: null
T Bellows
T Bellows
Aug 29 2018
5.0
Aug 29 2018
5.0
Version: null
mwang
mwang
Jan 11 2018
4.0
Jan 11 2018
4.0
Version: null
Nealnt
Nealnt
Dec 31 2017
0.5
Dec 31 2017
0.5
Version: null
Odysseus
Odysseus
Dec 6 2017
4.0
Dec 6 2017
4.0
Version: null
Airbusky
Airbusky
Apr 29 2017
3.5
Apr 29 2017
3.5
Version: null
Gregm
Gregm
Apr 29 2017
4.0
Apr 29 2017
4.0
Version: null
ajsalz89
ajsalz89
Mar 24 2017
4.0
Mar 24 2017
4.0
Version: null
Zeb-B
Zeb-B
Oct 10 2016
4.5
Oct 10 2016
4.5
Version: null
Tericks
Tericks
Sep 16 2016
5.0
Sep 16 2016
5.0
Version: null