Upgrade from SEE Finance 2.X

SEE Finance 3 for iOS

Freshly redesigned and modernized for the latest versions of iOS, SEE Finance 3 for iOS is built for the future along with SEE Finance 3 for macOS. Designed to be intuitive, customizable, 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. Learn how to upgrade to SEE Finance 3 for iOS when coming from SEE Finance 2 purchased from the App Store below.

Note Warning: Deleting SEE Finance 2 for iOS will delete any file(s) stored within the app!

Do not delete SEE Finance 2 for iOS unless your data file(s) are stored on iCloud or are otherwise known to be saved outside of the app. Use the options below to move your SEE Finance 2 for iOS files elsewhere as needed:

SEE Finance 3 Upgrade Instructions:

1. Purchase & Download SEE Finance 3 from the App Store:.

Open the App Store and download SEE Finance 3:

2. Open SEE Finance 3.

Select to open the program from the App Store or from the home screen. When the app opens you will be shown "Welcome to SEE Finance" with an option to "Continue". Tap "Continue".

Welcome

Note Note: If you have previously used SEE Finance 3 then you may not be shown "Welcome to SEE Finance". You can skip down to where you select to open a file.

4. Chose if You Want to "Use SEE Finance".

Tap the option to "Use SEE Finance" if you'd like to keep your files synced across all of your iOS and macOS devices. Otherwise you can tap "Later" and data file(s) will be stored inside the app itself.

Use iCloud

5. Select to "Use SEE Finance".

Tap the option to "Use SEE Finance" and navigate to and select to open your file from the previous version of SEE Finance.

Get Started

6. Open your file.

Select to open your file from the previous version of SEE Finance.

Open File

Note Note: On iOS, data files can be stored within the app or in other locations such as on iCloud Drive. If no files are shown, tap on "Locations" on the upper left and look for your file(s) in the other possible locations such within the "SEE Finance" folder on iCloud Drive or in the files of SEE Finance 2 for iOS. Choosing a file that is within the SEE Finance 2 for iOS will prompt you to copy the file to the new app's files. Choosing a file on iCloud when you didn't select to use iCloud will prompt you to use iCloud for the app.

Note Note: Files saved with SEE Finance 3 should not be used in older versions of SEE Finance.

SEE Finance 3 Transition Information

Refreshed:

SEE Finance 3 should feel very familiar yet refreshed as it has been updated to adopt the modern design of recent versions of iOS. Browse the help topics to learn more about the layout and features of the program as needed.

Customize the program how you like it:

Most everything will transfer when upgrading from SEE Finance 2. Review the settings for the program to make sure they're how you prefer.

Tips & tricks:

Be sure to check out the Tips & Tricks page to get even more out of the app then you already do.

One more thing...

Don't forget about SEE Finance 3 for macOS which works great with SEE Finance 3 for iOS!

Note Note About the Upcoming Focus of Development:
Adding a new method to download information from institutions is the top priority. The industry trend has been for institutions to move away from providing downloads directly and instead rely on third party data aggregation services to handle downloads for them. Many institutions have even stopped providing their customers with financial file formats to download on their websites making the situation even worse. An option to download using a third party data aggregation service is in development. Your patience and continued support of the program during this transition is appreciated!