SEE Finance Help

Index

Setting Up Account Downloads FAQs

Direct Connect Account Downloads FAQ:

Not all institutions support Direct Connect downloads. Many do support Web Connect downloads for obtaining account information.

Direct Connect downloads are primarily only supported by U.S. institutions.

Many institutions require special login information just for this service, separate from their website login information, and/or charge fees for this service.

Some institutions also have to setup this service separately for Macs and PCs, so for example even if you used Quicken® on PC you might need to be also setup to use Quicken on a Mac.

If you inquire with your institution's website, look for login and setup info for Quicken® Mac 2007. SEE Finance uses the same protocol and login info as Quicken® Mac 2007. Many institutions will refuse help for setting up the service if you mention anything besides Quicken® or MS® Money.

Most institutions only keep the last 30-120 days of transactions available for download on their servers.

If you experience a timing out of the connection during account setup this may be due to the request for recent transactions. Simply not requesting the recent transactions may prevent this problem and once the account is setup you can choose to download the past transactions by changing the start date for requested transactions.

Sometimes requesting information from the same server for different accounts may cause a timing out of the connection and changing the setting in the Download Preferences to not allow simultaneous requests to the same institutions may correct for this problem. You can also set the time delay between requests to the same server in the Download Preferences.

In the Download Preferences you can set SEE Finance to identify itself as SEE Finance or as a version of Quicken®. This setting is saved on an account by account basis. When using Direct Connect with some financial institutions, if you identify the software as SEE Finance you will receive an error that the financial institution does not recognize SEE Finance as a recognized application for downloading account information (or you may just get a general error message). It is your choice and responsibility as to what application you choose to identify the software as when downloading account information.

If you still have difficulties you can always contact our email support.

Direct Connect & Web Connect Data Security

If you choose to use Direct Connect account downloads, you can choose to save your account login information in Apple's Keychain or not at all.  There are no account numbers, login names or passwords saved in one of our files.  This is the recommendation for all applications that need to save and use sensitive information, using Apple's Keychain, and is used by Apple's own applications.  The only time critical personal information is read into the software is with Direct Connect account downloads and importing QFX and OFX files.  With Direct Connect downloads the software will request the login information from you and let you decide to save it in Apple's Keychain or not, then it requests info back and forth with your institution using a secure connection.  The information sent back and forth are actually OFX files and these files are not saved at all either during downloads or when you import the files manually as they contain personal account information, unless the user opted to do so (note QFX files are Quicken®'s version of OFX files with additional fields added). When you come back and download account data again the software requests the needed info from the Apple Keychain if it exists or asks for your input for the needed information.  There are three key pieces of information needed for account downloads: account number, account login name (sometimes also the account number), and account login password.  In our program, all three items are saved in Apple's Keychain or not all based on user choice.