Find the Answers to Common Questions

Click a topic below.

SEE Finance Accounts

Getting Started

Creating Accounts

Create Accounts by Direct Connect

Importing Accounts

Importing from Quicken®

Importing from MS® Money

Importing from Other Software

Setup Direct Connect Account Downloads

Direct Connect Setup FAQs

Web Connect Downloads

Creating Bank Accounts

Creating Investment Accounts

Investment Positions

Creating Asset Accounts

Creating Cash Accounts

Creating Income Accounts

Creating Liability Accounts

Creating Credit Card Accounts

Creating Loan Accounts

Setting Up Loan Accounts

Deleting Accounts

Editing Accounts

Hide/Show Accounts

Creating Transactions

Editing Transactions

Creating Investment Transactions

Splitting a Transaction

Remove Split Transaction

Duplicating Transactions

Deleting Transactions

Setting Default Account Transactions

Transfer Transactions

Balance Adjustment Transactions

Creating Transaction Filters

Filtering Transactions

Deleting Transaction Filters

Creating Recurring Transactions

Deleting Recurring Transactions

Creating Payee Names

Deleting Payee Names

Hiding/Showing Payee Names

Merging Payee Names

Memorized Transactions

Creating Transaction Types

Deleting Transaction Types

Default Transaction Types

Creating Categories

Creating Subcategories

Remove Subcategories

Linking Tax Codes to Categories

Deleting Categories

Merging Categories

Reconciling Accounts

Creating Statements

Deleting Statements

Reconciling Accounts Using Statements

Reconciling Accounts Without Statements

Creating Balance Reports

Creating Cash Flow Reports

Creating Investment Reports

Creating Payee Reports

Creating Transaction Type Reports

Creating Category Reports

Creating Memo Reports

Duplicating Reports

Deleting Reports

Creating Budgets

Duplicating Budgets

Deleting Budgets

Importing Accounts

Which File Type to Import?

Importing QIF Files

Importing OFX & QFX Files

Duplicate Transaction Checking After Importing Files

Importing Category Lists

Importing CSV Files

Exporting CSV Files

Exporting QIF Files

Exporting TXF Files

Exporting Category Lists

Account Downloads

Setup Account Downloads

Downloading Transactions

Downloading Statements

Setup Document Passwords

Updating Investment Quotes

Editing & Importing Historical Investment Quotes

Investment Tips & Tricks

Keyboard Shortcuts