SEE Finance 2 Reviews

NINE years ago here was an exact quote from the developer: "The iOS versions will not be as full featured as the desktop version initially, but are planned to be full featured in the future."

SIX long years later SEEFinance2 was finally released, lacking major features like reports, data import/export, and scheduling transaction maintenance.

THREE years later none of these essential features were added. It took three years just to add two tweaks: duplicate transaction and memorized transaction processing.

ONE year later absolutely no additional enhancements have been made. Feature requests have duly been submitted via email, as suggested in the Developer Response below. All requests, major and minor, have been "prioritized" but simply forgotten.

The "future" is here and it is certainly not "full featured." Sadly, this product has been abandoned.

I downloaded SEEFinance2 and tried to use it on my IPad. I can’t download my transactions from Bank of America. I read the help section for IOS and still can’t find what I need to do to connect to my bank. This should be spelled out better in your description. It sounds like this can only be used if you have a business account. I would like a refund of my money since I can’t make SEEFinance2 work for me.

The company does not respond to requests for support. Repeatedly. It is a wonderful program until it isn’t and when you get to a glitch and can’t sort it out yourself you will find the developers unreachable and unresponsive. Then, you will need to find another program that has current support (take a look at Debit & Credit, that’s where I am now after the last debacle with See Finance). This applies to the Mac and iOS versions. Sort of the same message as with hard drives - we all who rely on hard drives are in one of two groups, those that have had a key hard drive fail, and those who haven’t had a key hard drive fail, yet.

Developer no longer supports SEEFinance2 and will not respond to help requests. Minor problems with IOS 17 have morphed into data integrity issues with IOS 18- SEEFinance2 should be removed from store
UPDATE: developer has released a new version. After waiting nearly a year for a response to my service requests, I have since migrated to another App. My rating remains valid because of the poor support and communication with users.

I have used the IOS version and Mac version since the earliest releases. Overall, a very good combination, but it gets harder and harder to stick with it.

Last year it stopped working with direct downloads to Chase, so every transaction needed entered manually. Now American Express Blue has started doing the same. My Wells Fargo Mastercard never did work, nor does the Apple Card. The only card that still works for me is my CITI card.

For investments, Edward Jones works, but forgets the password frequently, and Charles Schwab does not work at all.

If I have to do everything manually, I might as well just use Excel. This used to be so good, and emails with the developer a couple of years ago promised even more to come. Instead, we get less…

Edit: Now it has stopped downloading current stock prices, beginning September 3, 2024

Edit 2: Now Citi Card has stopped working as of September 23, 2024

I’ve used SEEFinance2 for years and loved it. I had a few problems with iCloud syncing but tech help was fast. I have a corrupt data file now and there is no response to multiple requests from developers. Looking for another program and very disappointed. One issue that is very frustrating is the inability to transfer an existing data file to another program. See finance codes the file uniquely so it won’t work elsewhere. If you are not going to support it, let us know and download a conversion option for our data file.

I use SEEFinance2 on all my devices and enjoy the functionality of them. I used to use Banktivity, but like this better and with no account downloading fees. Yes, there are a few things I would like added, but the developer is working hard to improve his product. The best part is the OUTSTANDING customer service! I cannot say enough. Banktivity took me about a week for a reply. SEE has been between minutes and a couple hours, closer to the minutes zone. No complaints here. Give it a try!

10/22 Been trying to get support for the last 3 weeks as Direct Access needs to be updated to download Chase accounts. Absolutely no response from See. Others have also complained. Maybe the staff is gone for another six months or forever. Can’t get a reply and most of my accounts are with Chase. Must drop my rating until/if fixed. Would be nice if See would advise their faithful users what is going on.

I really, really wanted to love this - I definitely want to use iCloud for syncing, and the syncing worked perfectly. But the interface is poor - others have noted some of the issues - I would add that it just looks tired, that the transaction entries don’t show enough data unless you click on them, and then you have to exit; that split entries require clicking on the little split sign rather than just seeing the split when you open the entry; that you can’t do search and replace of categories, which made the import clean-up terrible. I also think the budget function is too limited.

So, as much as I really applaud these guys for a non-subscription, iCloud based syncing app, I don’t think I can use it. I am not sorry I bought SEEFinance2 - it was worth exploring, and I will keep my eyes on SEEFinance2 in hopes that it matures into something that works for me.

Almost every time I close SEEFinance2 on my iPad, the changes I made do not save to iCloud. This is an intermittent problem, because sometimes the data does get uploaded. I can’t rely on data entered on iPad showing up on the iMac version which is sharing the iCloud data. The iMac changes always upload and are available on both the iMac and iPad. Has me looking for a different app.

The Mac version was just updated on 2 Nov to make it compatible with Sequoia and had many needed updates. Hopefully the IOS version will updated next.

I really like the desktop version, and it's useful to be able to enter transactions on my iPad or phone, but I hate that I can't produce reports with the iOS version. It really limits how I can use the software while travelling, as do not have a laptop.

See is easy to use, but it has some limits. I would like the ability to create a report or save a transaction list to excel or as a pdf report.

I think that for privacy, it is the best in the market and it is also quite complete to manage your finances. Just a few adjustments with the budget and include more financial institutions and the cryptocurrency market. The reports are poor too, but on the subject of privacy I think it's worth it.

I’ve been using See Finance on the desktop for over five years. Although it isn’t perfect, it has been reliable and exceeded my expectations based on years of using Quicken for mac. The iOS app is a great companion and I expect it to improve. SEEFinance2 is useful for review and making quick changes. My biggest wish is report support.

The price is a one-time purchase, not one of those subscription snowballs. SEEFinance2 records routine data with admirable clarity of entry and viewing. And it is perfectly coordinated with the Mac app for heavier lifting like investments. The sync is by keeping the data file on iCloud. The unit couldn’t be cleaner or more efficient. And, to emphasize, there’s no hassles with subscriptions. A five-star production if there ever was one.

Been a long time quicken user for over 20 years and have never found anything that I liked better until now! This is the greatest financial tracking software there is IMO! And no rotten price gouging after being a loyal customer. Quicken offers nothing for loyalty but offers cheaper prices for new users. I’m sick of it! Move over Quicken it’s time for me to “See”better! Kudos to See financial!

I love the Mac version of SEEFinance2 and have been using it since 2009. This mobile app has a lot of the same options. It’s great for recording transactions while out and about and also for editing transactions during free time. The developer has always been quick to answer questions over the years including one recently about the Mac app.

Thanks for the great apps!

I like the desktop (Mac) version so much. And I found SEEFinance2 to compete strongly with the big names here. However, the mobile version is good with a room for a lot of enhancements such as better synchronizing, reports, and easier entering for a transaction. Keep the good job.

As some reviewers have noted, support and updates had ceased for the last six month. However, I was delighted to be notified a few days ago that an update was available (which resolved a problem I’d been having), and I also received a response from the developer about an issue.

This is truly the best Apple personal finance program I’ve used (and I’ve been reviewing choices since the earliest days of Quicken.) It is fast, reliable, has great automatic transaction and security updates from a massive range of financial institutions, and the support (apart from the worrying hiatus) has been great.

I’ve had zero issues with SEEFinance2. It syncs well with my Mac and I feel it’s extremely intuitive once everything is set up. I’ve been using financial software since ‘98 and this is probably my favorite in terms of interface, functionality and the cost is well worth it. Great job developers!