Forecast & Planning
Plan the month ahead, match real transactions to your plan, and track your Seed Score.
10 articles
Adding, editing, and repeating forecast items
Everything a forecast item holds: name, amount, category, classification, due date, and recurrence.
1 min readMatching transactions to forecast items
Press and hold a transaction, drag it onto the forecast item it belongs to, and release. That single gesture is what gives a transaction its meaning in Seed.
1 min readUsing AI Auto-Assign
One tap proposes a forecast match for every unassigned transaction this month. Nothing is applied until you confirm, and it learns from every correction.
1 min readLinking a forecast item to a debt, goal, or investment
Connect a monthly item to the bigger thing it feeds, so progress is tracked in context instead of in isolation.
1 min readAttaching invoices to forecast items
Upload an invoice and Seed extracts vendor, dates, line items, tax, and total. You review before anything is saved.
1 min readMonthly breakdown reports explained
The Insights page has a Past and Future toggle. Past explains what happened, Future warns you about what is coming.
1 min readUnderstanding your net worth forecast
How Seed projects what is coming, what the projection is built from, and what it deliberately does not claim to know.
1 min readSetting up savings goals
Goals give your saving a target and a timeline, and connect monthly contributions to the thing they are actually for.
1 min readTracking debt and payments
Debt is part of net worth and part of the monthly plan. Link the payment to the debt so paydown shows as progress.
1 min readHow Seed Score works
Four scored components, five tiers, and a weekly pulse of what is helping and what is holding you back.
2 min read