Connecting Your Bank Account
When you’ve connected your bank account, you’ll be able to import and past transactions into your Zena account to categorize and tag to Project spend, as well as apply for the Zena Card to be able to use for all of your purchases for automatic spend tracking and reconciliation.
Zena uses Plaid for bank account verification, daily withdrawals, and regular balance checks. A linked bank account is always needed, and you can change accounts in Settings > Bank Accounts.
Please note: You can use either a personal or business checking account to connect to Zena. It must be a checking account, as no other types of accounts are accepted at this time.
Add a New Bank Account Connection
After you’ve created your first project, you’ll want to connect your business bank account.
- Within the prompt, click Connect Account to open the Plaid pop-up to appear within Zena.
- Press Continue on the Plaid pop-up screen.
- Find your bank logo in the list, or simply type the name of your banking provider.
- Finally, log in to your bank using your credentials and follow the prompts to allow the connection.
A prompt to connect your bank account will also appear if your account has become disconnected for any reason.
Change Bank Accounts
If you are an admin of a Zena account, you may change the bank account that is connected at any time. To do this, follow the instructions below:
- Log in to Zena and navigate to Settings on the left navigation bar.
- Select the Bank Accounts tab on this page.
- Select Change bank account below the bank account details.
- Follow the prompts to connect to a new account.
Remove Bank Accounts
For assistance with unlinking your bank account from Zena, please reach out directly to our Zena Member Support Team.
If you encounter any issues related to your bank account connection, we recommend initially contacting your bank to inquire about resetting your banking credentials.