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Connect a bank account

Link your bank to Zeteo through Plaid so your transactions come in on their own.

Before you start

Bank linking is part of Zeteo Premium. Your 14-day free trial includes it. On the Free plan you can still add expenses by hand.

Zeteo connects to your bank through Plaid. You need your bank's online banking username and password.

Connect your bank

  1. On Home, tap your profile picture to open Settings.
  2. Under Money, tap Accounts.
  3. Tap + (Connect Account). If you have no accounts yet, tap Connect Account.
  4. On the Connect Your Bank screen, tap Connect Bank.
  5. Choose your bank in Plaid and sign in. Follow the steps your bank shows.

When it works, Zeteo tells you how many accounts it added from your bank.

After you connect

Zeteo asks Plaid for up to 730 days of past transactions.

Related

Still need help?

In the app, open Settings and tap Help & Feedback. How to contact support.