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Feature Deep Dives

What is a Bill Reserve?

Our Bill Reserve allows families to set aside funds for upcoming bills, so they d...

What is a Smart Reserve

Smart Reserve sets aside funds for your upcoming bills. Tell us about your bills ...

How do Goals work on our Zeta Joint Account?

Goals allow couples to divide their savings into different buckets. We make it ea...

What is "Spent From"?

Many of you who bucket your money into the Zeta Joint Cards Bill Reserve or Goals...

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...

How does Available to Spend work?

Available to Spend is the money in your Zeta Joint Account that you or your partn...

What are rules and how do I use them?

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

What is a Flex Reserve

Flex Reserve bills are sub-accounts that allow you to deposit and withdraw funds ...