Packed full of features to help you track and take control over your finances. Learn more about some of the features available to you in SEE Finance 2.
Packed full of features to help you track and take control over your finances. Learn more about some of the features available to 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 2 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.
Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control.
SEE Finance 2 makes getting your financial information into the program quick and easy. Import your data from other programs and financial institutions by importing OFX, QFX, CSV, QIF, and/or QMTF files.
*File importing not yet available on iOS.
SEE Finance 2 makes getting your financial information into the program quick and easy. Import your data from other programs and financial institutions by importing OFX, QFX, CSV, QIF, and/or QMTF files.
*File importing not yet available on iOS.
You can track a large variety of investments and easily track the value of your entire portfolio with SEE Finance. Customize securities for type, asset class, sector and goal. Run reports for gains/losses, dividends, historical values and more.
*iOS currently limited to investment transaction entry only.
You can track a large variety of investments and easily track the value of your entire portfolio with SEE Finance. Customize securities for type, asset class, sector and goal. Run reports for gains/losses, dividends, historical values and more.
*iOS currently limited to investment transaction entry only.
Generate a wide variety of reports for your financial tracking and tax preparation needs. Available reports include: net worth, account balances, cash flow, category, payee, investment values, investment gains/losses, security transactions and a few others. Each report can be customized to fit your needs. Establish a budget to monitor and stay on top of your finances.
*Only available on macOS.
Generate a wide variety of reports for your financial tracking and tax preparation needs. Available reports include: net worth, account balances, cash flow, category, payee, investment values, investment gains/losses, security transactions and a few others. Each report can be customized to fit your needs. Establish a budget to monitor and stay on top of your finances.
*Only available on macOS.
Setup scheduled transactions for tracking recurring and future known income and expenses. Have them post to accounts automatically or have them assigned as pending for your review later in the Pending transactions section.
*Only available on macOS.
Setup scheduled transactions for tracking recurring and future known income and expenses. Have them post to accounts automatically or have them assigned as pending for your review later in the Pending transactions section.
*Only available on macOS.
SEE Finance 2 allows you to easily access and edit your lists of transaction settings including: payees, categories and tags. Customize list items as needed and utilize the color coding features available for easy recognition and tracking.
SEE Finance 2 allows you to easily access and edit your lists of transaction settings including: payees, categories and tags. Customize list items as needed and utilize the color coding features available for easy recognition and tracking.
Accommodating for all users, SEE Finance 2 allows you to customize the various fonts used throughout the program. If desired, you can adjust the size of the row height for transactions so they can be viewed more comfortably.
*macOS specific. SEE Finance 2 for iOS uses the fonts and sizes set for iOS overall.
Accommodating for all users, SEE Finance 2 allows you to customize the various fonts used throughout the program. If desired, you can adjust the size of the row height for transactions so they can be viewed more comfortably.
*macOS specific. SEE Finance 2 for iOS uses the fonts and sizes set for iOS overall.
Designed to help people gain control over their finances without giving away their finances. You don't have to sell your finances for the price of convenience of syncing with other devices or downloading from institutions. Using SEE Finance 2 can give you peace of mind that your finances are under control, your control.
Designed to help people gain control over their finances without giving away their finances. You don't have to sell your finances for the price of convenience of syncing with other devices or downloading from institutions. Using SEE Finance 2 can give you peace of mind that your finances are under control, your control.
Customize colors for accounts, categories, tags and much more.
• Multiple Currency Support
Track accounts, securities and generate reports in 150+ different currencies.
• Split Transactions
Easily split transactions as needed to break down transactions as needed. Set varying categories, tags, memos and amounts.
• Password Protect Files
Protect your file from being opened by others by setting a password. Allow iOS devices to unlock files using Touch ID or Face ID.
• Flags for Transactions
Flag transactions for needing further review. Newly imported transactions are flagged as unreviewed. Create custom flags as desired.
• Tags for Transactions
Setup custom tags to add an additional dimension to your financial tracking needs that categories alone don't cover.
• Transaction Status
Set the status of transactions as needed: pending, recorded, cleared, reconciled and voided.
• Account Balances
View the different balances for accounts: total, current, cleared, reconciled, and pending. Plus account type specific balances such as credit limit, available credit and market values of investment holdings.
• Hide Accounts
Choose which accounts are displayed in the main account list specific to device type: Mac, iPhone or iPad. Decide which accounts are included in balances, lists and reports.
• Reorder Accounts
Order your accounts and groups of accounts how you prefer.
• Optional Table Columns
Setup the columns for transaction tables as desired. You can show or hide most columns in macOS.
• Calendar Views for Transactions
View and record transactions in either a table or in our new calendar view in macOS.
• Easily Manage Security Prices
Update current and historical security prices by download, importing files and/or through manual entry.
• QIF, CSV & TXF File Exporting
Export account data to QIF and CSV files. Generate TXF tax files for tax programs. Save reports as PDFs or CSV files.
• Keep Multiple Files
Document based to allow you create and manage any number of separate files for tracking your finances and/or anyone else's that you need to.
• Platform Data Parity
There's not any kind of data fragmentation going on behind the scenes. Store your file on iCloud Drive and that same file is available for you to access on all of your macOS and iOS devices.
• Keyboard Shortcuts
Numerous keyboard shortcuts available in macOS to help speed up data entry and common tasks. Add custom keyboard shortcuts to quickly perform common calculations in amount fields.
• Color Code Almost Everything
Accounts, payees, categories, tags, and more can be assigned colors of your choice. Utilize various color preferences to help improve recognition of items.
• Customize Various Preferences
Adjust numerous preferences for the program. Turn transaction locking on or off. Change how same date transactions are sorted. Set multiple investment preferences for price downloads and how prices are displayed. Plus many more options for customization.