Frequently asked questions

About Zeta

What is Zeta?

Zeta is an online tool that helps you and your partner track your finances together. Our web app allows you to share your finances with each other, track your overall net worth, review your monthly spending, and get targeted advice on how to improve your finances. All with 100% control over what you do or don't want to share!

How does Zeta work?

Zeta is able to safely pull up-to-date data from your various accounts and provide you with an analysis of your finances each month. We help you connect your accounts with your significant other (you can control how much you'd like to share) and crunch the numbers based on whether they're individual or joint accounts. Then, we provide you with monthly insights into how your finances are tracking and what you can do to improve them!

What makes Zeta different from other apps?

Zeta has two important points of distinction from other apps:

1) Zeta is focused on couples, not individuals. We provide guidance on how to merge your finances, help you track those shared finances, and reduce the accounting you do at the end of the month! 

2) We've aligned our business model to our customers' needs which includes being transparent about how we're making money. We won't sell your data or try to get you to buy financial products. Instead, we will give you the option to sign up for additional features that come with a small monthly fee.

Our goal is to help you master your personal finances so your relationship can thrive.

Sign up process

Do my partner and I have to sign up together??

While Zeta works better with both partners on board, you’re able to use the app on your own.

Is Zeta available on mobile?

While we don't have a mobile app, you can still use Zeta on your phone. Our application is designed to be easy to use within a web browser!

Does Zeta work for my bank?

Probably! We support over 9,500 banks in the US including Bank of America, Chase, American Express and PayPal.

Does Zeta work outside the United States & Canada?

Not yet! For now, Zeta is focused on helping couples located in the US & Canada.

My partner

How can I get my partner involved?

Zeta is designed for couples! If you're the CFO in your relationship, you can link all your accounts (individual or shared) and send updates to your partner. If you each manage your money separately, you can create individual accounts and share specific information with each other. Having both partners represented allows us to give you the most accurate financial picture.

How does sharing financial data work with my partner?

You 100% control how much or how little financial data you want to share with your partner. We provide you with the tools to share no information, just balance information or transaction-level data for each account.

What happens if I no longer want to share financial information?

In the event that you want to stop sharing information with your partner, you can do so instantaneously through your profile. You can even add new partners (like your parents!) if you'd like.

I really want to use Zeta but not sure my partner will be up for it?

We can work with that! The most helpful way to get your partner on board is to show them the value that a tool like Zeta can create for them. Try out Zeta yourself and show them how it's helped you with your finances. Not everyone is comfortable talking about money so it's important to let each of you manage money how you prefer to. If there's ever anything we can do to help, drop us a note.


How secure is Zeta?

Zeta has bank-level security built into our app, We connect with the accounts your authorize and safely pull real-time data from them. We DO NOT store your login information or have the ability to move your money around. Your money is yours alone!

Why does Zeta need my bank login information?

We ask for this information so we can connect to our third-party tool to pull data from your accounts and give you real-time insight into your finances.

What does Zeta do with my data?

We use the data you provide us with to give you insights into your finances. Our goal is to make financial data, which can feel overwhelming to many, easier to understand. We then use this data to feed our algorithms which in turn share insights on how you can get more out of your money. We DO NOT sell your data to anyone else. We may share some limited data (such as name and email) with certain services which you can read more about in our privacy policy. If you have any questions, drop us a note!

Want to know more?

Visit our security page here to learn more.

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