SEE Finance

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Software Screenshot:
SEE Finance
Software Details:
Version: 1.1.4 updated
Upload Date: 7 Mar 17
Developer: Scimonoce Software
Distribution Type: Shareware
Price: 39.99 $
Downloads: 29
Size: 33001 Kb

Rating: 0.0/5 (Total Votes: 0)

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SEE Finance is a comprehensive personal finance manager featuring investment tracking and direct account downloads. With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from tens of thousands of others. You can keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment accounts and you can track and monitor individual investments. Other features include: investment tracking and monitoring (stocks, bonds, options and more), scheduled recurring transactions, import OFX, QFX, CSV, and QIF files, export CSV, TXF, and QIF files, transaction filters, budget monitoring, in-depth reporting and multiple currency support.

What is new in this release:

  • Minor adjustments and bug fixes.

What is new in version 1.1.2:

  • Added a "Generate Backup" option in the File menu.
  • The program will now generate a file backup every 24 hours if needed when left open.
  • Can now select multiple recurring transactions and "Post Now".
  • Adjustments made for macOS 10.12 Sierra compatibility.
  • Other minor adjustments and bug fixes.

What is new in version 1.0.6:

  • Added the ability to customize the backup file storage location in the General preferences.
  • Improved compatibility with OS X El Capitan.
  • Various minor adjustments and bug fixes.

What is new in version 1.0.5:

  • Added a hidden preference to be able to load files in the program without the saved last view being restored.
  • When deleting an account setup for downloads the program will also prompt if the login credentials for the download connection stored in Apple's Keychain services should also be deleted. The login credentials are stored based on the account's ID and copies of the same file would also lose the connection credentials for the account.
  • When creating a new account or setting up downloads for existing accounts the current institutions setup to download transactions do not pre-populate the available institutions list.
  • Implemented a workaround for some bugs with download connections in OS X Yosemite.
  • Fixed an issue where account downloads would not be sent if a previous download request didn't have any accounts requesting a download.
  • Fixed an issue when switching the selected account to download transactions for and the login credentials fields not being cleared when going from an account with saved credentials to an account without saved credentials.
  • Fixed an issue with the return key not selecting the next field after the Date field for transactions when the OS X Keyboard preference for "Full Keyboard Access" is set to "All Controls".
  • Fixed an issue where creating a new transaction would select the "Lock" button or search field instead of the expected transaction editing field.
  • Deleting a split transaction in an account's Transactions view now selects the previous split transaction instead of the overall transaction.
  • Fixed an issue with the "Multiple Values" placeholders for amount fields.

What is new in version 0.9.17.5:

Various adjustments and bug fixes.

What is new in version 0.9.17.4:

Various adjustments and bug fixes.

Limitations:

30-day trial.

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