SEE Finance allows you to manage all your financial accounts in one place and gain control of your finances. Track all the financial accounts you may have, including bank, credit cards, investments and others. Generate a variety of custom reports and budget to keep your costs on target. Track and follow your individual investments and investment portfolio as a whole. Perform these tasks and more in any of the 150+ different currencies available.
Packed full of options that give you full control of your finances. Adjust the information displayed for transactions, increase font sizes, color code just about anything, adjust import settings, and generate custom reports. These are just a few of the many, many available options you can customize the app just for you.
Save your file (s) on iCloud Drive and access them from Mac, iPhone and iPad. Designed to give users full control over their data. SEE Finance allows you to choose where you keep your data. Unlike similar programs, you are not forced to upload your personal data to a service outside your control to access it from multiple devices. iCloud Drive lets you access your files from multiple devices, keeps them safe and under your control.
- OFX Direct Connect Downloads *
- Investment Tracking
- In-depth Reporting
- Budget Monitoring
- Scheduled Transactions
- Calendar and List Views
- Quick Transaction Input
- Shared Transactions
- Batchredger transactions
- Transaction attachment
- More 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 registration and / or may charge a fee to use its Direct Connect download service. General only available with US institutions.
- The "Memorized Transactions" feature in which payment recipient editing for transactions will now automatically fill in details from the last edited transaction using this payee. 19659006] New reconciliation mode.
- A backup file function.
- A new overview view with multiple graphics options, balance information and a notepad.
- A holding section for individual investment accounts.
- An alternative to duplicate reports.
- An option to duplicate budgets.
- A "Move transaction …" option to the Transaction menu.  A "Scheduling transaction" option to the Transaction menu.
- A "Merge Transactions" option for the Transaction menu.
- A "Batch Edit …" option to the Transaction menu that allows you to set different values for the selected transaction.
- "Mark as Cleared" option for the Transaction menu.
- An "Create Transfer Transaction …" option to the Transaction menu.
- A "Go to the corresponding Transfer Transaction" option on the Transaction menu.
- An "Create" Balance Adjustment Transaction "in the Transactions menu.
- Changed the" Cleared "icon from being a solid colored circle to being a white circle with a smaller color circle.
- More Codes can now be viewed using the program's Transaction menu option to enter codes for the selected transaction.
- Improved duplicate transaction control.
- Faster report and budget load times.
- Numerous other adjustments and bug fixes.