See Finance

Last modified
Saturday, March 1, 2014
Category

Description of App

See Finance is a powerful and customizable financial management package. You can manage all manner of bank, credit card and investment accounts. You can download transactions directly from many banks and other financial institutions. It provides for budgeting and reporting.

Version

0.9.14.16

Free or Paid

Paid

Version Of macOS App Was Tested On

10.9.1

Accessibility Comments

The app is very accessible with VoiceOver. The developers provided very good keyboard access and many keyboard shortcuts. While I have not used all parts of the application yet, I have had no trouble using the transaction lists for my different accounts, connecting to and downloading from my banks, creating manual transactions, creating filters for downloaded transactions and creating reports.

Usability

The app is fully accessible with VoiceOver and is easy to navigate and use.

Other Comments

A full version of this app can be tried for free. Currently there is no limit on how long you can run it for free but you will be presented with a screen on startup where you will need to click a button to continue trying it. Currently the price is only $29.99. From my use of this application so far, it is WELL! worth the price. I have not used all parts of the program yet, specifically the budgeting part, but after taking a quick glance, I do not anticipate any trouble. So far, this looks like a very good application to provide accessible Quicken-like functionality.

Recommendations

2 people have recommended this app

Most recently recommended by KE7ZUM 5 years 3 months ago

Options

Comments

Submitted by Chris Gilland on Saturday, March 1, 2014

The link to the dev's web site on this entry currently seems to be broken effective Sat, March 1, 2014 at 3:08PMEDT. This could change though. I'd keep trying, but just know for now it doesn't seem to work. I might Google it though.

Submitted by KE7ZUM on Saturday, June 20, 2015

According to the app now you have 30 days to try the app before you buy. I like the fact I can connect direct to my bank. There is a note that says that you might be charged for using direct connect so check with your bank before using this app. I notice on first glance that you cannot view all of your accounts in one go. I hope that can change in the future. This app reminds me of mint bills. All in all, this app looks very much usable. I might buy this app in July and add my savings and cards I'm using and such. I wish this app would have existed in like 2005 or so for my pc. Lol!

Submitted by chad on Saturday, June 20, 2015

hi what do you do if your bank isn't listed i have oneida savings nothing there

Submitted by KE7ZUM on Sunday, June 21, 2015

You will create a file by hand. Just choose that option when setting up a new file. You might want to contact your bank and ask if they can include see finance in to their interface, or contact see finanance and see if they can include your bank.

good luck.

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