SEE Finance 3.0.0

SEE Finance for Mac is a comprehensive personal finance manager for Mac featuring investment tracking and direct account downloads.

With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from tens of thousands of others.

You can keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment accounts and you can track and monitor individual investments.

Other features include: investment tracking and monitoring (stocks, bonds, options and more), scheduled recurring transactions, import OFX, QFX, CSV, and QIF files, export CSV, TXF, and QIF files, transaction filters, budget monitoring, in-depth reporting and multiple currency support.

Features and Highlights

Manage all of Your Finances
You can track all your Income, Banking, Investment, Cash, Asset, Loan, Credit Card, and Liability Accounts.

Comprehensive Investment Tracking & Monitoring
Monitor and track performance for all of your stocks, mutual funds, bonds, options, and other securities.

Custom Reports
Keep track of all your financial information in reports you create for your needs.

Import Accounts
Import all your accounts from other software quickly and easily. You can easily import data found in QIF, QMTF, CSV, QFX and OFX files.

Account Downloads
Connect directly to hundreds of financial institutions and import data from thousands of others.

Loan Tracking
Keep track of all your outstanding loans. View and change current amortization schedules.

Custom Budgets
Track your spending and stay on top of your budget. Create custom budgets monitoring where and how you spend your money.

Transaction Filters
Setting up transaction filters puts an end to repetitive transaction entry and editing of new, imported and downloaded transactions.

Multiple Currencies
Work with different currencies in different accounts and update exchange rates at any time. Over 150 currencies available.

Secured Data
Files can be password protected and all sensitive account information, such as account login credentials, is saved in Apple's Keychain.

Interactive Graphs
Graphs throughout SEE Finance for macOS offer the ability to interact and show more detailed information.

More and More Options
You can customize SEE Finance in many, many ways. You can change colors, transaction layouts, images, fonts, have fun changing transition effects, and much more.

How to Use

• Launch the app and create a new financial document
• Import bank or credit card transactions (QFX, OFX, CSV)
• Categorize and edit transactions manually or via rules
• Set up budgets and track spending trends
• Use reports to analyze financial performance
• Back up your data locally or to iCloud

System Requirements

macOS 10.15 Catalina or later

64-bit Intel or Apple Silicon processor

Minimum 4 GB RAM

At least 150 MB of available disk space

Internet connection for downloading and syncing

PROS

• Detailed transaction tracking features
• Multiple account types supported
• Customizable budgeting tools
• Strong reporting and analysis options
• Offline functionality with iCloud sync

CONS

• Limited support for direct bank syncing
• Interface may feel dated to some users
• No subscription-based automatic updates

Note: 30 days trial version. Requires 64-bit processor.

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