SEE Finance Help

Index

Creating Accounts by Direct Connect Download

Creating Accounts by Direct Connect:

1. From the Menu Bar select "Accounts" then "New Account" OR click either action button under the accounts list.
2. Select the "Get Account Information from Financial Institution" option.
3. Wait a moment for the list of financial institutions that offer Direct Connect to load.
4. Find your financial institution by scrolling the list or using the search field under the list and click "Next".
5. Wait a moment while SEE Finance connects to the institution to retrieve current information about the institution.
6. Next, if successful connections have been made, you will be asked for information to setup your account. Depending on your financial institution you may just need to enter your user name and password OR you might have to enter the one or more of the following: type of account, account number, routing number (aka bank number), user name, and password. Also, you have the option to store your login credentials in the Apple Keychain on your computer in order to allow quicker downloads in the future (no user account information is ever saved in SEE Finance see note below). Be sure to check whether or not you would like to download all available transactions or not. Then click "Next".
7. Wait another moment while SEE Finance connects to the institution to retrieve your account information from the institution.
8. If there is only one account found that matches the account information you entered then you will be shown the "New Account Summary" screen showing information about your account. If this is the case just click "Finish" and you're done!.
   ***If there were multiple accounts are found that match the information you entered you will be presented with the "Multiple Accounts Found" screen. Select the desired account from the list and click "Next". This will take you back to step #7.***

Notes:

• Credit card accounts created by download may not setup your credit limit. The credit limit amount can be set in a credit card account's "Overview" view.
• Investment accounts created by download may setup "Position Adjustment" transactions in order to take the place of the transactions not available for download, but the list of positions indicates should be there. These "Position Adjustment" transactions may need additional information and/or adjustment such as setting the "Price" for the transaction to be the cost basis per share of the shares held in the account prior to date of available transactions for download.
• If you receive any error screens and messages. Double check the information you entered is correct and try again. If you still have trouble double check with your financial institution to verify you are setup and able to use Direct Connect for software such as Quicken® and you have the correct account information to do so.
• SEE Finance was designed to use Direct Connect with hundreds of financial institutions by utilizing the built in Apple Keychain services in Mac OS X for storing user account information. No vital account information (account numbers, passwords, etc.) is stored in SEE Finance or its data files.