SEE Finance allows you to connect directly to hundreds of financial institutions and download your account information. Many financial institutions that do not offer Direct Connect offer the ability to download your account information in various file formats, such as OFX, QFX, QIF and CSV formats, this process is referred to as Web Connect. All of these file types can be easily imported into SEE Finance. With either option SEE Finance makes recording your financial transactions quick and easy.

See also

Setup Direct Connect Account Downloads
Direct Connect Setup FAQs
Downloading Transactions
Downloading Statements
Creating Accounts
Creating Accounts by Direct Connect
Web Connect Downloads
List of Account Topics