It is powerful, easy to use, and connects accurately to your existing accounts.Įditors' note: This is a review of the trial version of See Finance for Mac 0.9.17.1. If you like to do most of your financial planning from your desktop, then See Finance could be an excellent option. People like to have their data at their fingertips in the modern world, and have in fact come to expect it, so it's missed when a program has no mobile integration. See Finance has yet to include any type of iOS integration with its program, which is a significant issue for some people. No mobile components: Most major financial software now has some sort of accompanying mobile component. It also exports smoothly, which is great if you need to share the data with someone such as a tax or financial professional. Importing and exporting: The software has the ability to import financial data from other popular financial programs.
The program warns you that some financial institutions may charge a fee for connecting in order to retrieve data in this manner, but the feature works very well. If you have multiple accounts, debts, and payments that you have trouble tracking, you can roll them all into this single software solution and see all of your data aggregated in an easy to understand manner.ĭirect connect: See Finance has the ability to connect directly to your accounts and import data into the software. It is an incredibly powerful program in that respect. Powerful financial management: There is almost no element of your personal financial situation that you can't monitor and track with See Finance. The software can also connect directly to your bank accounts in order to track information in real time. You can track all of your accounts, create budgets, and monitor your finances at all times. See Finance provides you with a single piece of software to track all of your essential financial information.
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