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Feature deep dives

What is a Bill Reserve?

The Bill Reserve was created to help families avoid missing payments on their bil...

What is a Smart Reserve?

Smart Reserve is no longer available and is only eligible for Zeta accounts opene...

How do Goals work on my Zeta Account?

Goals allow users to divide their savings into different buckets. We make it easi...

How do I Pay Someone?

Do you have a large payment to make but aren't sure how? Perhaps you are buying a...

What's in the "Coming Up" Section?

The Coming Up section is your hub to find all of your upcoming money moves. Wheth...

What are rules and how do I use them?

You can create rules to automatically tag your transactions from Goals and Bills ...

How do I edit a bill?

You can easily edit your Bills by following these steps: Tap the Bill Reserve cal...

How do I assign transactions to a Bill or Goal?

To assign a transaction to a bill or goal simply tap on the transaction you’d lik...

How do I search for transactions?

You can easily search through transactions on your Zeta Account using our filters...

What is Zeta Taxes?

Zeta Taxes is a free feature for members that allows you to easily and confidentl...

Why can’t I edit our joint return?

To avoid having both you and your partner attempt to complete your taxes at the s...

What happens if my return is rejected by the IRS?

Both april and Zeta will inform you immediately if your tax return is not accepte...

Where can I access my past tax returns on Zeta?

The person who submits the return via april will have access to the tax return di...