I looked at the relevant support page and noticed the following: (From: Import into SEE Finance 2, Step 5. ).

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However, as a standalone app it works reasonably well, downloading financial information from credit card companies.

Where it still falls flat much of the time is automatic characterization categorization of transactions.

Quicken was much better at this in 2001, so there is no good excuse.

Maybe use the Bayesian approach like SpamSieve to identify the likely category of each transaction.

That may not be as convenient as direct access through Quicken, but it would give you a better choice of software.

I have yet to find a way to access or download AXA-Equitable through Quicken 2020.).

You can save the previewed report as a PDF and move on to another one, opening both later to compare.

Alternatively, you can just leave that first Preview window open and create a Preview of the next report in a similar fashion and then compare.

Click it while viewing your report, and the report opens in its own window.

You can do this with as many reports as you wish, all on screen at the same time.

It does not work well with one of my banks but works well with the others.

The only thing I wish they would fix is the annoying issue when I fill in my paycheck and change the amount deposited: it scales every entry in the split transaction, when it should keep them unchanged, since many of them are fixed amounts per paycheck (medical reimbursement, medical insurance, dental, vision, life insurance, charity, etc.).

I just want to change taxes and deposit amount that tend to change each paycheck, not have to type all the other fixed expenses.

All apparently went well, except that the check numbers didnt appear in the SEE Finance file.

I repeated the instructions very carefully several times and never got the check numbers to appear in the SEE file.

I emailed SEE Finance Support with a description of my problem and their response said: Unfortunately, due to circumstances outside of our control support is not available at this time.

We ask that you review the documentation availabe on our Support page and to re-submit any remaining questions you have next week.

Covid-19 issue, perhaps) I did that and got the same response this week.

I looked at the relevant support page and noticed the following: (From: Import into SEE Finance 2, Step 5.

Quicken For Mac Dropbox