SEE Finance

SEE Finance

SEE Finance is an open-source budgeting and personal finance software. It allows users to track income and expenses, create budgets, analyze spending habits, manage investments, and plan for retirement.
SEE Finance image
budgeting personal-finance income-tracking expense-tracking open-source

Finance Software: Manage Your Finances Open-Source

SEE Finance offers budgeting, expense tracking, investment management, and retirement planning tools in an open-source solution

What is SEE Finance?

SEE Finance is an open-source personal finance application built using Python and PostgreSQL. The software offers capabilities to track your monthly budget, asset allocation, income and expenses, investments, loans, and any financial aspects of your life. The application follows the envelope budgeting methodology, which allows users to divide their income into different figurative envelopes for more efficient money management.

Key features of SEE Finance include:

  • Intuitive interface to track income, expenses, assets, liabilities, and net worth over time through customizable dashboards and reports.
  • Envelopes and Goals to allocate money towards specific purposes like emergencies, vacations, debt payments etc.
  • Investment tracking with detailed performance metrics, asset allocation analysis, and valuation updates.
  • Multi-currency support.
  • Bank/Credit card account integration for automated transactions upload.
  • Tagging to categorize transactions for better spending insights.
  • Budgets feature to plan ahead and compare actuals vs planned spending.
  • Debt management tools to efficiently pay down loans.
  • Powerful search and filtering capabilities across all transactions.
  • Cloud sync and multi-device access through web and mobile apps.
  • Open source with community driven development for continuous improvements.

Overall, SEE Finance enables individuals and households to take control of their finances through data-driven insights and envelope budgeting methodology for efficient planning and money management.

SEE Finance Features

Features

  1. Budgeting
  2. Expense tracking
  3. Income tracking
  4. Investment management
  5. Retirement planning
  6. Spending analysis
  7. Customizable categories and accounts
  8. Reporting and analytics

Pricing

  • Open Source
  • Free

Pros

Free and open source

User-friendly interface

Powerful budgeting and forecasting tools

Customizable to track all financial accounts

Strong security and encryption

Available on Windows, Mac, and Linux

Cons

Limited mobile app availability

Steep learning curve

Manual data entry can be tedious

Lacks some advanced features of paid alternatives


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