Anyone Try "SEE Finance"?

[mrlynn]

Yet another personal finance program. . .

http://www.scimonocesoftware.com/

/Mr Lynn

[space-time]

I tried it, I think over a year ago. none of these programs was able to connect to my bank accounts, I was supposed to enable some sort of Web Connect, i.e. I was supposed to call the banks... Maybe I didn't set it up right or maybe they updated it since then, I should try them again.

For now I stick with Mint which sucks more and more since Intuit took over

[Robert M]

MrLynn,

I tried it for basic bank accounts and credit card accounts but can't say I was thrilled. It worked as well as all of the other alternatives. This was over a year ago, though. It may have improved since then. Like MoneyDance, reporting is still an issue. None of the alternatives to Quicken have great reporting. Very annoying.

Space's issue with the alternatives - problems connecting directly to bank accounts - never concerned me. I have no problem entering transactions manually. As long as you keep up with it, it's a non-issue. Even if you do it just once a week, entering transactions is very easy. That and it allows me to categorize transactions more accurately.

At this point, I'm still using MoneyDance. I'm just waiting for them to improve the reporting. It's still missing a "Reconciliation" report. Once The Infinite Kind adds that I'll be overall satisfied with Moneydance. Not 1005 happy but satisfied. But, if Intuit creates a Lion compatible version of Quicken - not the piece of garbage they call Quicken Essentials - I may switch back since it'll likely include the "Reconcilation" report.

But, until I find something better, Moneydance is my choice.

Robert

[ADent]

See Finance does reconciliation differently and split transactions are double entries, not a single connected transaction.

MoneyDance 2011 is working well enough for me and I like the reconciliation (what is a Reconciliation report?). But it is still a bit clunky compared to Quicken 2005.

I use split transactions on my paycheck which varies a bit week to week. With Quicken I can enter the amount, hit enter, down arrow, enter the amount. With MD I have to hit enter, tab, tab, tab, type the amount, enter, down arrow, enter, tab, tab, tab, enter the amount.

Sadly I too would probably consider a Lion compatible Q2007.

Anybody use Excel as a Quicken replacement?

[mrlynn]

ADent wrote:
. . . split transactions are double entries, not a single connected transaction. . .

?? You mean two (or more) separate transactions?

/Mr Lynn

[Don C]

I keep all of my records in Excel.

The worksheet for my checking account can print checks and keeps a running balance. One field keeps track of cleared transactions. In this particular field, a blank means the transaction has not been processed; a "c" means that it has gone through the credit union but has not been reported on the monthly statement and an "x" in this field means that the transaction has been reported on the monthly statement.

I have worksheets for credit cards and for my investments. At the end of each month I take a "snapshot" of the number of shares (I reinvest dividends) and the end of month share values so I know each month how the stocks are doing compared to their purchase price and I also have a longitudinal record of how my holdings have done since I purchased them. I set up a portfolio in Google.finance and after the close of the market on the last day of each month I download the closing share price which I use to monitor how I'm doing.

Excel would be too expensive to purchase for just this purpose, but I have it for some other work I do. I started keeping finances in Appleworks 3.0 and have just moved forward adding features as they come along. (The "c" and the "x" are legacies from AW days; there is no reason to change them.)

[Robert M]

ADent,

A reconciliation report is a cross between a bank statement and an open transaction statement. It's why I keep Quicken around under 10.6.x for a couple of particular accounts.

Robert

[GMac]

I've been using Fortora Fresh Finance for some time and to me its the perfect solution not quite as powerful as Quicken but they are getting there... I LOVE the clean interface it's Mac-ish but it doesn't overdue it like iBank when too much info is on the screen my head starts to hurt :confused:
fortora website

[mrlynn]

A post just above recommending a personal-finance program called Fortora Fresh Finance seems to have been removed—how come? It looks interesting; I may even try it out. Here's the website:

http://www.fortora.com/

Is there some problem with it?

/Mr Lynn