One view for your shared finances.
Track spending for personal & shared budgets.
Full control over what you share with your partner.
Access to financial coaching - if you want it.
Worry less, laugh more.
Zeta helps you stay on top of your finances together by helping you understand where your money is going.
Stay 100% in control of your privacy.
One view of your shared finances.
Track all of your accounts – whether they’re your own or held jointly with your partner. We support over 10,000+ US institutions to give you the fullest financial picture.
You decide how much or how little to share with your partner. And we promise to never sell your data to advertisers.
De-mystify your spending.
Good finances start with knowing what you have and where your money is going. We'll break down your finances across your individual & shared pools.
Zeta works for any couple who have both shared and individual expenses - no matter what stage you’re at.
Designed for #RelationshipGoals.
Set goals together and track the progress that you make towards them.
Manage your individual and shared monthly spending together.
Figure out how to merge your finances together and build a financial plan.
We don't store your financial logins or credentials.
Our encrypted database ensures that your data stays your own.
We implement strict authentication & data protocols so you're 100% in control.
We take your security seriously.
Zeta uses state-of-the-art, bank-level security practices to protect your data. You can read more about our security practices here.
What our customers are saying...
My significant other and I had had a few conversations about finances but we needed some help defining our goals and getting on the same page. Our CFP was instrumental in developing a plan for us and helping us create the habits to stick to it! We still check in with her every 6 months.
Married for 3+ years
In this day and age, one of the biggest needs for couples is financial literacy. Zeta has been able to provide us with useful and interactive resources to help us properly understand how to work together on budgeting, savings, and goal tracking for our short term and long term goals.
Living together for 4+ years
As we got older, it became increasingly clear that we needed to get serious about our finances, especially if we wanted a stable future together. Thanks to Zeta, we've been able to develop a budget, stick to it, and have saved enough to go on our first vacation together next year!