Seedly 2.0 Has Landed

Hello, We are super excited to have you onboard!

Over the past few months, our team has been hard at work behind the scenes working on the next version based on the feedback and reviews from over 16,000 users. A big thank you to all of you who have replied to our user surveys and also the version 2.0 beta program that more than 100 of you who so kindly participated!

We are sticking true to our mission that with the right tools and the right mindset, you can work your way to financial freedom. This is delivered via our Mobile app and relevant, relatable content.

“Simple & Accurate Personal Finance For You”

With a lean product team of 2-3 people, we have completely re-designed the Seedly app with simplicity and accuracy in mind, because it’s clear that finance is complicated enough as it is. So let’s get to it!

If you haven’t already, check us out on our iOS app and Android app.

The New Seedly

We’ve redesigned the consolidation and budgeting experience on Seedly to better reflect our vision of simplicity and accuracy. There are three main aspects to the product which we hope you really enjoy.

#1: A Simpler Financial Overview

Allowing you to view all your balances and spending categories in one place. Essentially, all the most important information you really need the moment you launch the app.

#2 Faster Sync Imports

We’ve completely redesigned the sync process to make it less cumbersome to complete the sync. By allowing users to process a sync and import for their bank and card accounts while accessing other reports and functions of the app! Also, we are slowly adding more banks to the current list of DBS/POSB, OCBC, UOB, SCB, AMEX and CITI.

#3: Improved Transaction Search

We found that there needed to be a smarter way to search and review past transactions based on different filters such as dates, categories, and amounts. Hence, we worked on this to view all your transactions in a single tab and sort them accordingly.

Further Reading: Tips & Tricks for version 2.0!

Syncing your bank/card accounts

1. On the ‘Overview tab’
2. Tap on the ‘sync icon’
3. Select the relevant account you want to sync your transactions for
4. Tap on the dark blue sync icon on the top right of each account

Creating a manual account

1. On the ‘Overview tab’
2. Tap on the ‘View all accounts’
3. In the accounts page, select on the ‘+’ at the top right
4. Add a manual account with a balance and description
5. It should show up on the main page with all the other accounts together

Viewing your category spend

1. On the ‘Overview tab’
2. Scroll down to the pie chart (which you can spin by the way)
3. Select either ‘View Expenses’ or ‘View Income’
4. You can go deeper into each category allocation in the full list below

Editing Transactions

1. On the ‘Transactions tab’
2. Select on the transaction to change the description, date, or if you want to exclude this transaction in reports
3. Slide the transaction to the left and quickly change the category of the transaction or delete that transaction

Creating Manual Transactions

1. On the ‘Transactions tab’
2. Click on the top right ‘+’ sign
3. Simply add the description and amount
4. Assign this transaction to a wallet and you’re done!

Pro Tip: If you are a power user who creates a ton of manual transactions, simply go to the ‘Settings’ Tab and select “launch on transaction screen” where you will be able to quickly add a transaction on your own!

Setting your budgets

1. On the ‘Overview tab’
2. Scroll down to the budgets section
3. Simply tap on view all budgets or create a new one at your choice
4. You can actually easily create budgets and know how much you can spend per month at a glance

We thank you for joining in our journey to make financial freedom possible with the right tools and mindset! Please email us directly at support@seedly.sg if we can help you in any way possible or even better, improve the app further to match your needs. We are always open to feedback!

Source: Seedly