SEE FINANCE FOR MAC SOFTWARE
SEE FINANCE FOR MAC TRIAL

QIF import to See was great, except for transfers. If only they had PSD2/Open Banking I would go with them however, just because their import process from Banktivity was soo good. Also, support does not seem particularly responsive compared to Moneywiz.

SEE FINANCE FOR MAC SOFTWARE

Also, it is a one off purchase which might sound good to a lot of users but for financial software I kind of like a subscription as because connectivity costs money and I don't mind paying moderate ongoing costs for QUALITY connectivity (not rubbish connectivity at massive price like IGG). One issue that does concern me a little is that there is very little information about the company behind the software. Made me laugh to see that - almost like they are taking the mickey out of IGGs cumbersome synch procedure. The design is almost a copy of Banktivity - even the menu structure is quite similar - except with more features where they are needed (eg batch editing of payees, categories and tabs), and less where not needed - 'edit/sync settings' just has an info box explaining that you don't need to do anything - the file is synched in the cloud.

SEE FINANCE FOR MAC TRIAL

Just been playing with the trial some more. So unless that changes I won't invest any more time SEE Finance for now.

However, I could live with that.īut the big disappointment is that it has no PSD2/Open Banking support. I did observe that the updating/synch has to be triggered manually and is not quite so magical as the live Moneywiz sync. But it apparently synchs through iCloud so I am expecting that to be good. I haven't tried the iOS synch yet because I would have to buy the iOS app (no trial) and would rather wait a while before doing that. Also, it appears to use Yahoo as data source for stock prices and has live prices for LSE and Euronext stocks and EOD for mutual funds so looking good so far. The layout is quite similar to Banktivity, so that also is a bonus. I have acquired 89 different accounts per 24 years in about ten currencies of which many are various investment accounts in different currencies, and it comes out perfectly.

It imported my Banktivity data PERFECTLY - including all complex splits and inter account transfers between accounts of difference currencies. So I just downloaded the 30 day trial of SEE Finance 2 to try it. Somebody suggested I also look at SEE Finance 2, so am starting a separate thread here. As described in my other post about Moneywiz, I am dissatisfied with Banktivity principally for its poor, clumsy synch, its lack of PSD2/Open Banking support, lack of decent live stock and mutual fund quotes, and poor currency support.

See finance for mac