Considering a switch from SEE Finance to something else

MD does support multiple windows. For example, right-click on a transaction in a register view and choose the “show other side” (or the hotkey Cmd-[) and it will open it as another window (either a register view of the transaction category or the register view of another account if the transaction is an account transfer.)

Ahhhh thanks! I was trying to open multiple accounts and couldn’t figure that out. This works - once the second window is open I can easily pick a different account.

Diane

I’m using SEE Finance. I anticipate that neither of these may be satisfactory, but “for completeness”:

–Drilling down: I use the search feature on, typically, (all) Transactions. As you probably know the search list can be limited to a date range, category, etc.

–Multiple windows: File::Duplicate, then right-click on the new tab to select Move Tab to New Window. This is not a window into the original but into a copy of it at the time of duplication. It’s useful for, e.g., having two accounts displayed. When you close the window you can choose to discard the file.

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BIG Edit: I meant Moneyspire not Moneydance
FWIW:
I started searching for new financial management software last year. I settled on Moneyspire, because it didn’t require any cloud storage, and because it used the newer API to download data from financial institutions. I can’t recall the API’s name, but I discovered I could no longer import from Chase into Banktivity because the old API wasn’t being supported. Moneyspire supports the new API without other requirements (like cloud storage). There may be a fee, I can’t recall.

My initial attempt to import QIF data exported from Banktivity failed in Moneyspire. Their tech support was luke-warm helpful. They were persistent, but I had to track down the specific lines of the QIF file that was causing the problem. It took several months for them to release a fix in a regular release. I was somewhat disappointed in the response. It seemed that the inability to import a QIF file correctly would be urgent enough for a quicker fix in a point release.

Having said that, I’m sticking with Moneyspire. To be honest, I haven’t had a chance to migrate my workflow to it, but I’m optimistic.

Hope this helps.

Sure, would be interesting to see this.

Thanks for that! I lost connectivity to Chase last year in SEE.

I’m not sure if I can download before I buy but I’ll try it out.

I imported my SEE data into Moneydance. The first import failed miserably. It’s duplicating some transactions, mostly transfers. I finally went year by year so it was easier to delete the dupes and check the balance as I went along. There is one random entry I have to research and on the second to last year it took a deposit that was split 5 ways and recorded one of the splits as the entire deposit. That was fun to find. I didn’t find that entering a split transaction was easy but maybe I was doing it wrong.

I still have to check my other accounts but the checking account is finally correct. My investment account is a mess.

I was kind of surprised the import was so difficult using QIF files. Moneydance has been a major player in this field for a very long time.

The huge thing is reports and those are way better than SEE (for me)

Diane

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The database program Filemaker Pro (now called Claris or similar!) is very powerful for analysis and reporting.
I haven’t looked myself but there should be numerous Filemaker “solutions” (databases developed for sale) that deal with personal finances. The big advantage is that you can customise your reports and create new reports with quite complex filtering and sorting.

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Very strange, because I have done that import twice and had very minimal adjustments I needed to make. Similar to what you described later: some split transactions were messed up a bit, but, as you said, going year by year or month by month made the location easy to find.

Moneydance+, optional, which has a $2 or $5 per month fee. It aggregates through an online provider named Plaid. They supposedly have a decent privacy policy (for now), but I just don’t want to allow a third party to see my transactions, so I download OFX or QFX files and import them instead. At this point all accounts but Discover Card provide that, and now I just don’t use Discover.

See Moneydance+, Privacy, and Subscriptions – The Infinite Kind for more info n

using MoneyDance since '14. Not 100% happy with it by far.
But seems the best of many I’ve tried over time.
Reports are definitely weak. They just added the ability to Undo in the last couple revisions.
What? Really!?

Diane, I use both iFinance 4 (Synium Software) and iCompta 6 (LyricApps) as backups to both PocketMoney Desktop for Mac and Quicken for Mac 2007 LC on my iMac which is maxed out at High Sierra.

iCompta accepts the following formats for importing: QIF, OFX, CSV, XML and JSON

iFinance is now at version 5 (can’t use it with High Sierra since it requires MacOS 10.15 minimum) so if you decide on it, see if you can get version 4 direct from Synium. iFinance can import the following formats: CSV, OFX/QFX, QIF, and MT940.

Re QIF files: I’ve found that some applications (like iFinance) will only accept a QIF exported from Quicken. That is why I still use Quicken 2007 LC. I can import a PocketMoney.qif into it then export a Quicken.qif that iFinance will accept.

@MoneyDance users
How does it sync to the iOS version? I couldn’t find that on their website.

I am interested in these! Thank you for offering :pray:

Sure. I’ve stripped-down this years’ files into “template” spreadsheets that dont have any of my personal data. You can download them from my GitHub page:

https://github.com/Shamino0/scriptsandtools/tree/main/ms_office/finances

Each spreadsheet has an “Instructions” tab that explains what the sheet does and how to use it.

Enjoy.

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When SEE stopped being upgraded, i moved to excel and haven’t looked back!

You can open multiple accounts in MD. Start from the summary page. Show the side bar. Then right click on the account you want to open and pick open in new window. Repeat for every account you want to open.

I finally tried importing my QIF file from Banktivity into Moneyspire (my mistake, I kept saying Moneydance previously) I was using Moneyspire 2024. It failed, just like Moneyspire 2023 did before they made the fix. I think I’m going to abandon it, and see if I can stick with Banktivity 7 as long as I can and then subscribe (ick) to Banktivity 8.

I am in a similar situation to Diane D. However, I am very happy with SEE Finance, but I am troubled by the lack of updates.

I did get a helpful reply from SEE Finance support on 9 Jan 2024.

I am not ready to bail yet; SEE Finance works just fine for what I do. But, I have not seen an update since 2.3.0 in Dec 2022.

(SEE Finance | Change Logs)

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