Getting Started in SEE Finance
Getting started in SEE Finance is easy, you just need to create a new file and the choose the option you would like to get going. Follow the simple steps below and the links below for more detailed information about SEE Finance.
Getting Started:
- Create a new file by selecting "File" and then "New SEE Finance File" from the Menu Bar.
- A new file will be created and you will be presented with a "Welcome to SEE Finance" window. This
window will present you with two options to get started, "Get Started by Creating an Account" or
"Get Started by Importing Account(s) from File".
"Get Started by Creating an Account" option:
Choosing the "Get Started by Creating an Account" option will then have you go through the steps of creating accounts manually or by downloading account information using Direct Connect downloads.
"Get Started by Importing Account(s) from File" option:
Choosing the "Get Started by Importing Account(s) from File" option will then send you through the quick create accounts by importing process.
See also
SEE Finance Accounts
Importing Accounts
Importing from Quicken®
Importing from MS® Money
Importing from Other Software
Creating Accounts Manually
Creating Accounts by Direct Connect Download
Creating Asset Accounts
Importing Category Lists
Creating Categories
List of Preferences Topics
List of Importing & Exporting Topics
List of Payees, Types & Categories Topics
List of Transactions Topics
List of Account Topics