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Transactions

My transaction data seems delayed. What should I do?

Zeta uses  Plaid , an account aggregator, to access your transaction data. Plaid ...

How do I create a manual transaction (eg. for cash or income) in Zeta?

On Zeta, you can add manual transactions for anything you desire! We see couples ...

Can I breakdown a large transactions into smaller transactions?

Yes you can! Just click the "Category" option on the transaction detail page and ...

How do I tag a transaction as income, expense or savings?

A transaction can be marked as INCOME, an EXPENSE or SAVINGS. Once you mark a tra...

How do I see and edit all of my rules?

Rules allow you to auto-tag transactions so you can save time! MOBILE To view rul...

Do you offer custom categories?

We love those custom categories, all included for free! Our favorites so far have...

Can I hide a specific transaction from my partner (like a gift)?

Sadly, we don't allow you to hide specific transactions. Excluding very specific ...

How do I filter transactions?

You can filter transactions several ways including: merchant name date by account...

What are personal vs. shared transactions?

Just like accounts, transactions can be either: -  Personal:  these transactions ...

Can I hide gift transactions from my partner?

OoooOOooo! I bet it's something nice! At this time, you cannot hide individual tr...