How to get started
Install SEE Finance 3
Switch to SEE Finance 3
Upgrade from older versions
Try SEE Finance 3 for 30 days
Register SEE Finance 3
Update SEE Finance 3
Reinstall SEE Finance 3
Uninstall SEE Finance 3
File storage
Create files
Open files
Save files
Close files
Rename files
Duplicate files
Delete files
Sync files
Transfer files between devices
Back up files
File Settings
Password protection
Data security
Convert older files
Is my data safe?
Account login credentials
Overview of accounts
Account types
Create accounts
Edit accounts
Account balances
Balance adjustments
Reconcile accounts
Close accounts
Delete accounts
Search transactions
Setup account downloads
Download accounts
Import accounts
Import transactions
Export accounts
Hide & show accounts
Rearrange accounts
Transaction basics
Record transactions
Edit transactions
Categorize transactions
Tag transactions
Flag transactions
Transaction status options
Transaction attachments
Split transactions
Transfer transactions
Duplicate transactions
Schedule transactions
Merge transactions
Move transactions
Void transactions
Delete transactions
Investment transactions
Investment transaction examples
Download transactions
Export transactions
Overview of scheduled transactions
Scheduling transactions
Pending transactions
Overview of investments
Investment accounts
Securities
Holdings
Update security prices
Update historical prices
Position adjustments
Portfolio
Reports
Investment Values reports
Investment Gain/Loss reports
Security Transaction reports
Security types
Security goals
Security asset classes
Security sectors
Overview of reports
Report types
Create reports
Edit reports
View reports
Duplicate reports
Delete reports
Export reports
Net Worth reports
Account Balance reports
Cash Flow reports
Tax reports
Transaction reports
Payee reports
Transaction Type reports
Category reports
Tag reports
Overview of budgeting
Create a budget
Edit budgets
Monitor budgets
Duplicate budgets
Delete budgets
Export budgets
Payees
Transaction Types
Categories
Tags
Flags
Reconcile an account
Overview of account downloads
Check/update download connections
Delete download connections
Re-create download connections
Switching to SEE Finance 3
Import categories
Import security prices
Export TXF tax files
Overview of exchange rates
View exchange rates
Update exchange rates
Layout overview
Sidebar account list
Overview section
Transactions section
Scheduled Transactions section
Portfolio section
Reports section
Budgets section
Lists section
Accounts section
Overview of settings
General
Colors
Fonts & sizes
Accounts
Transactions
Investments
Downloads
Currencies
Calculations
