Setting up transaction filters puts an end to repetitive transaction entry and editing of new, imported and downloaded transactions. Create custom budgets monitoring where and how you spend your money. Track your spending and stay on top of your budget. View and change current amortization schedules. Keep track of all your outstanding loans. You can easily import data found in QIF, QMTF, CSV, QFX and OFX files.Ĭonnect directly to hundreds of financial institutions and import data from thousands of others. Import all your accounts from other software quickly and easily. Keep track of all your financial information in reports you create for your needs. Monitor and track performance for all of your stocks, mutual funds, bonds, options, and other securities. You can track all your Income, Banking, Investment, Cash, Asset, Loan, Credit Card, and Liability Accounts.Ĭomprehensive Investment Tracking & Monitoring ![]() Other features include: investment tracking and monitoring (stocks, bonds, options and more), scheduled recurring transactions, import OFX, QFX, CSV, and QIF files, export CSV, TXF, and QIF files, transaction filters, budget monitoring, in-depth reporting and multiple currency support. You can keep track of all your financial accounts including banking, credit card, loan, asset, liability, income and investment accounts and you can track and monitor individual investments. ![]() With SEE Finance, you can download account information directly from hundreds of financial institutions and import data from tens of thousands of others. SEE Finance for Mac is a comprehensive personal finance manager for Mac featuring investment tracking and direct account downloads.
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