Published by Scimonoce Software LLC on 2024-10-19
SEE Finance 2 Overview
What is SEE Finance 2? The app is a financial management tool that allows users to track and manage all of their financial accounts in one place. It supports multiple currencies and offers customizable reports and budgeting features. Users can also track their investments and investment portfolio. The app allows users to store their files on iCloud Drive and access them from multiple devices. It offers features such as import of various file formats, investment tracking, in-depth reporting, budget monitoring, scheduled transactions, quick transaction entry, split transactions, batch edit transactions, transaction attachments, and customizable preferences. There is also a companion iOS version available.
1. 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.
2. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control.
3. Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports.
4. Manage all of your financial accounts in a single place and gain control over your finances.
5. Track all of the financial accounts you might have including banking, credit cards, investments and others.
6. Packed full of options to allow you to take total control of your finances.
7. Store your file(s) on iCloud Drive and access them from your Windows, iPhone and iPad.
8. Generate a variety of customizable reports and budget to keep your spending on target.
9. Designed to give users complete control over their data.
10. Track and monitor your individual investments and your investment portfolio as a whole.
11. SEE Finance allows you to choose where you keep your data.
Download and Install SEE Finance 2 - PC
Download for PC - server 1 -->Intel, 64-bit processor, OS X 10.7 or later.
Compactible OS list:Yes. The app is 100 percent (100%) safe to download and Install. Our download links are from safe sources and are frequently virus scanned to protect you
Not as good as previous version
I love version 1.0 of this app. I enthusiastically upgraded to 2.0. However, I am finiding it is missing some key features from the previous version and is comparativly buggy. Some examples: (1) Importing stock transactions from a csv could not detect the stock symbols in the file,. The file format worked fine in the prior version. Transactions were imported without a security. Weirdly, the app created a new security for each one in the file with the same name. (2) Sync with the mobile app has overwritten local changes from the icloud. A dialog did appear asking me to pick a version but it has a bug and seems to close before I picked the file to use. There automatic backup doesn’t seem to exist anymore so if you do have a sync conflict, you can’t recover to the prior version. (3) Various UI gaps: You can’t see the securities in an individual account, only a composite view across all accounts. Alt-click menus are gone. Reports are not imported from your 1.0 file. The transaction data entry gadget is akward and missing the fields for the prior version,. Overall, it is real a downgrade in the experience form the prior product. They should have waited to release. The 1.0 prouct is great. 2.0 is middling and frustrating, but shows promise. I’m hoping a 2.1 will be out soon that is robust enought to use.
Good, but….
For many years, I’ve used MoneyWell for all my financial bookkeeping. Once they eliminated the Dropbox sync capability, I needed an app that would sync between my Windows and my iPhone 8 Plus, and SEE Finance 2 fit that bill. So far, the app has worked perfectly. It handles all my financial demands with ease and keeps me well organized. The only gripes I have about the app is that there is no ability to add notes to transactions. I use this to write confirmation and invoice numbers when doing direct internet payments to payees. Also, I would love to see the ability to add check numbers to check transactions. I can almost bet other users would like the ability to add notes and check numbers to transactions. I don’t like that I have to go back to my checkbook to see what check number went to what payee. Overall, SEE seems to be a well designed and capable application for personal finance tracking. If the developers would change these two things, for myself anyway, it would be a FIVE STAR rating.
Easy Quicken for Windows 2017 Replacement
I really tired of the on-going transaction syncing errors with Quicken 2017 and did not want to consider having to pay a monthly subscription for poor software so I started looking for a replacement. See Finance 2 was listed in many online recommendations so I tried the 30 day trial. See Finance 2 easily imported my existing Quicken data and brought in everything but scheduled transactions (I'm adding them as I go). I've not tried automatically downloading transactions yet but importing downloaded QIF files has been flawless. Along with being accurate, it is much faster than Quicken 2017. I'm sorry it took me so long to look for an alternative. It does everything I need and I only needed 3 of the 30 days trial window to decide it is exactly what I needed.
Best Replacement For Quicken Windows
I have tried numerous replacements for Quicken Windows over the years and nothing offered seamless and easy data transfer and all the QM features that I wanted. Finally I tried SEE Finance on the trial basis and was convinced after just a couple days. I've been using it now for several months and I am 100% satisfied. If you've been waiting to make the move away from QM, this App is definitely worth a try. It works great, the company has tremendously responsive support and happliy accepts feature requests. How refreshing to have an App with this kind of reliability and product support. It isn't perfect, but it's far better than QM or any other Windows-compatible finance software that I have tried in the past 10 years.
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