Weirdly, the app created a new security for each one in the file with the same name. Transactions were imported without a security. The file format worked fine in the prior version. (1) Importing stock transactions from a csv could not detect the stock symbols in the file. However, I am finiding it is missing some key features from the previous version and is comparativly buggy. Note that we plan on adding some means to be able to view/set less often used transaction settings which you don’t want to always keep a column shown for. The Number column is intended for transaction numbers such as invoice numbers in addition to also being able to set the check number. You can add the Memo, Number, and Check # columns to view and set those transaction values. There’s several optional table columns you can add to the Transactions table using the program’s View->Columns menu. If the developers would change these two things, for myself anyway, it would be a FIVE STAR rating. Overall, SEE seems to be a well designed and capable application for personal finance tracking. I don’t like that I have to go back to my checkbook to see what check number went to what payee. I can almost bet other users would like the ability to add notes and check numbers to transactions. Also, I would love to see the ability to add check numbers to check transactions. I use this to write confirmation and invoice numbers when doing direct internet payments to payees. The only gripes I have about the app is that there is no ability to add notes to transactions. It handles all my financial demands with ease and keeps me well organized.
See finance mac mac#
Once they eliminated the Dropbox sync capability, I needed an app that would sync between my Mac and my iPhone 8 Plus, and SEE Finance 2 fit that bill. Import OFX, QFX, CSV, QIF, and QMTF filesįor many years, I’ve used MoneyWell for all my financial bookkeeping. iCloud Drive lets you access your files from multiple devices, keeps them secure, and under your control. 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. SEE Finance allows you to choose where you keep your data. Designed to give users complete control over their data. Store your file(s) on iCloud Drive and access them from your Mac, iPhone and iPad. These are only a few of the many, many options available to you to personalize the app just for you.
See finance mac code#
Adjust the information shown for transactions, increase font sizes, color code just about everything, tweak import settings, and generate custom reports.
See finance mac full#
Packed full of options to allow you to take total control of your finances. Perform these tasks and more in any of the 150+ different currencies available. Track and monitor your individual investments and your investment portfolio as a whole. Generate a variety of customizable reports and budget to keep your spending on target. Track all of the financial accounts you might have including banking, credit cards, investments and others. Manage all of your financial accounts in a single place and gain control over your finances.
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