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.
Wonderful app that does what i need it to
perfect app, easy to use and does what it says it does. As with all apps, make sure your financial institution allows direct downloads, some charge for this service. Regardless, would buy again and again…and i used other programs for years. No More.
Best Mac personal finance app for me
I started using See Finance over four years ago - after Quicken abandonded Mac users. This proved to be exactly what I needed for tracking investments and general finance. It imported my data better than all other Mac finance apps at the time - and I think I tried them all. It is able to download from all my financial institutions, and is very stable. I’ve gone back and tried the new Quicken 2015 for Mac and although not bad (I would have stayed with Quicken if they had this version 4 years ago), I like See Finance better. It is great for viewing your entire portfolio at a glance. I’m hoping that now that See Finance is App store compatible with sandboxing, we’ll start to see some feature enhancements. My suggestions are: 1) ROI% calculation column in the Portfolio view (this is the one feature I still miss from Quicken 2007) 2) Investment allocation breakdown 3) Associated IOS app with portfolio tracking
Does Almost Everything I need it to
I’ve been using and recommending the beta version for several years. I transitioned from another financial package that is more industry standard. Once I transitioned, I have never had a reason to look at the newer releases of other packages. Check whether your financial institution will allow downloads via direct connect. Neither of my credit unions offer that feature, so ensuring the transaction register is correct takes a bit of work. Any question I have asked of support thru the website are answered quickly and accurately. The team takes the time to answer my specific question, and think thru what problem I am really trying to solve. In cases when I’ve asked about a feature that was not available, the response has always just stated that fact. They have not tried to dance around the request, or say yes, but really mean no. This allows me to set my expectations accurately.
This is to my taste the best Mac Finance application. I have been using it since 2013 and it is really very flexible, fun to use and also colorful which is nice when you have to deal with dull numbers in black and white. My compliment guys…