Upgrade to SEE Finance 2

Completely redesigned. SEE Finance 2 for macOS was rebuilt incorporating user feedback and built along side SEE Finance 2 for iOS. Designed to be more intuitive and to give users absolute control over their finances including where they keep them. Store your file(s) on iCloud for a seamless syncing experience across all of your Mac and iOS devices.



*This a completely new program. Not everything will transfer and additional setup will be required. Not all of the features available in version 1 are available in version 2. Learn more below.

Upgrade to SEE Finance 2

Completely redesigned. SEE Finance 2 for macOS was rebuilt incorporating user feedback and built along side SEE Finance 2 for iOS. Designed to be more intuitive and to give users absolute control over their finances including where they keep them. Store your file(s) on iCloud for a seamless syncing experience across all of your Mac and iOS devices.



*This a completely new program. Not everything will transfer and additional setup will be required. Not all of the features available in version 1 are available in version 2. Learn more below.

Upgrade Instructions


***** Completely New Program With a Different Feature Set *****

SEE Finance 2 was completely rebuilt from scratch. Due to being an entriely new program, we ask that you please review all of the additional information about the new program below before purchasing and/or replacing your previous version of SEE Finance.



1. Purchase & Download SEE Finance 2 from the Mac App Store: Click to Open Mac App Store Page


Open the App Store and download SEE Finance 2.


*If you currently have another verison of SEE Finance installed then it will replace the previous version. If desired, you can keep multiple versions of the program such as for trying out version 2 while still regularly using version 1. However, please do not rename the program. Instead, you can create an additional subfolder in your Applications folder for each version of the program such as "SEE Finance Version 1" and "SEE Finance Version 2" and then keep the respective versions in their subfolders while keeping the actual programs named "SEE Finance" (or "SEE Finance.app" if the ".app" extension is showing). If needed, you can re-download any version of the program you purchased from the Mac App Store from the "Purchased" section of the App Store. You can also download previous versions of the program from our Older Versions Page.



2. Open SEE Finance 2

Using Finder, open the program from your Applications folder. Next, "pin" the Dock icon if desired. When the program opens you will be shown a "Welcome to SEE Finance" window with an option to "Get Started". Select "Get Started".



3. Select to "Open other SEE Finance file"

Select the option to "Open other SEE Finance file" and navigate to and open your file from the previous version of SEE Finance.


*The program has always been document based meaning the program itself is completely separate from the data file(s) you create and use with it. Most people only have one SEE Finance file and the program restores the last used file when you open it. So it is easy to either not realize the program is document based or forget about it. You will need to locate and open your file, but it is stored in a location that you set. The default suggested location is in your Documents folder. You can open a Finder window and type ".scsf”, without the quotes, in the search field on the top right and select "This Mac" for the search options and Finder will locate all of the SEE Finance files saved on your computer.  Note that the program keeps automatic file backups and these files are named such as "File Name Here - Time Stamp”. Please locate and open the file you used regualrly in the previous version of the program.



4. Convert Your Data to SEE Finance 2

You will then be shown a new "Convert file?" window with the option to "Covert" the file that you selected to open. Select the "Convert" option and the program will proceed to gather the data contained in your file from the previous version to create an entirely new file for the program. This will not delete or edit your file from the previous version. It will simply import the data into a new file. After the import is complete you will be shown a summary of imported accounts and you can select "Finished" to begin using SEE Finance.


Finally, save your new file for the program in the location of your choice. You can select to store your file on iCloud Drive to access it from any of your Mac or iOS devices.


*It is up to you if you want to keep or delete your file(s) from the previous version of the program. We recommend that you keep them for backup purposes.



SEE Finance 2 Transition Information


Not Everything Will Transfer

Essentially only your accounts, transactions, payees, categories, scheduled transations, securities and attachments will transfer to the new version. Items such as download connections, reports and budgets will need to be re-created in the new program.



Pros & Cons

There are pros and cons to SEE Finance 2 being a completely new program. There are many, many new improvements in the new version compared to the previous version, but there is also not yet complete feature parity between the new and previous version. We expect that the average user will find their needs met by the new program, but advanced users may want to hold off until additional feature parity is met. Keep in mind that this is an all new foundation to build on and we hope you will choose to support us by purchasing. Feel free to try out the new program to make sure it meets your needs before purchasing.



Notable Features Not Yet Available in SEE Finance 2:

- Loan Amortization Schedules

- Transaction Filters/Memorized Transactions

- A Separate In-depth Reconciling Mode

- Automatic File Backups

- Built-in Web Browsers for Downloading Files from Institution Websites


All of these features, and more, are planned additions for the new program in future updates.



Notable New Features Available in SEE Finance 2:

- Inline Transaction Entry

- Automatic Creation and Updating of Transfer Transactions

- Tags for Transactions

- Calendar View for Transactions

- A "Transactions" Section for All Transactions

- Improved Investment Transaction Entry and Tracking

- New Reporting Capabilities

- Improved Budgeting

- Redesigned Scheduled Transactions Along with a New "Pending" Transactions Option

- Many Other Items that Make the Program Much More Intuitive and Easier to Use


Plus One More Thing...

- The All New SEE Finance 2 for iOS that Syncs Along with SEE Finance 2 for macOS.