Unfortunately, its trial only allows 100 transactions, so I wasn’t able to try it out properly. I then discovered the rather odd way that it handled scheduled transactions, by requiring “reminders” to be set up beforehand. I took one more look at SEE Finance last week and was pleased to see a big upgrade to version 2 . 12 which now had the ability to reconcile accounts. The more I played with this app, the more I realised it was exactly what I was looking for. I bought myself a copy of SEE Finance and am really glad that I did. I’ve spent several hours on it and it does everything that I would ever want. In fact, it has everything I used to have in Microsoft Money – and more!!
When I reported them, initially, I got a reply (which didn’t actually help). Then, when I reported more bugs they decided to no longer reply to me. The last straw was about three weeks ago when I noticed an entire account had vanished from the app overnight. So , I tried Banktivity but was a bit put off by the price.
The main screen gives a clear overview of the totals in all accounts. Mutual funds are handled well, with a running total of shares. Tech support is first class; when I have a question or feature request I usually get an useful answer quickly. I’d been using Microsoft Money for Windows for almost 17 years, even porting it across to my Mac within VMWare Virtual Box. Sadly, that option has become unusable in recent months so I needed a proper finance app for my Mac. First of all, I tried trial versions of most apps out there about a year ago and eventually ended up buying Moneyspire 2018, then 2019.
Opinions, reviews, analyses & recommendations are the author’s alone and have not been reviewed, endorsed or approved by any of these entities. I was advised by a friend of mine to try this app as the most reliable, useful and comprehensive app for managing my money. It was difficult at the beginning to understand how it works and what I need to do to make it serves me efficiently. But as soon as I get used to it, I feel myself more sure about all my accounts and payments.
SEE Finance only offers direct connect to financial institutions ), which excludes many that use aggregators (of the type “Quicken Connect”), such as my credit union. I’ve been using SEE Finance for nearly 10 years, having switched to it from Quicken when I made the leap from Windows to iOS. Now, I must leave a review and say that the few times I have needed customer support, it has been OUTSTANDING. This week, for instance, I needed help with migrating SEE Finance from my old MacBook Pro to a newer one. I’m not terribly tech savvy, but Patrick was patient, responsive, thorough, clear and — did I say, patient?
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I read the comments below on this page and tried SEE Finance version 2 . 08. I asked Technical Support about an issue and was pleased to find a full, helpful, response within about two hours.
With not too many difficulties, I now have SEE Finance running on my new MacBook. With so many software possibilities, and some of them only differentiated by small nuances, customer support is a deciding factor for me. Version 2. 1 adds a nice reconciliation mode that allows you to edit transactions while reconciling. There are a few small features I’d like to have, but by and large this is the best financial software I have used, and much nicer than 1 . 0 in the areas I care most about.