Importing Transactions

Zena lets you directly import transactions from external bank accounts and credit cards into your projects, offering a complete overview of your business finances. You can manage all your business transactions within Zena, from tracking expenses to viewing client payments. In this guide, we'll go over how to connect your other accounts to Zena and how to import the transactions you would like to track.

Please note: Importing transactions from a linked bank account is not the same as connecting your bank account to use the Zena purchasing card. It will simply allow us to better track your budget and spend as well as help us create visuals to show you where you are at each step in your project.

Only account admins can link personal or business checking accounts and credit cards to Zena. We do not currently support connections to any other types of accounts.

How to Connect Other Accounts to Zena

To get started, link your other account(s) to Zena. This will enable you to import and synchronize past transactions with your client projects and business expenses. Once linked, you can categorize and tag these external transactions directly within your Zena account.

Add a Linked Account

Log in to Zena and navigate to Settings on the left navigation bar.
Select Bank Accounts from the top tabs on this page.
Select + Link account from the Accounts links for importing transactions widget.
Press Connect Accounts on the Plaid pop-up screen.
Press Continue on the Plaid pop-up screen.
Enter your phone number to sign in to Plaid.
Enter the verification code from Plaid into the Code text field.
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.

Once your account is connected, it will appear in your Settings under Bank Accounts.

Import Transactions

After connecting your external account to Zena, there are two methods for importing transactions: from the Transactions page and directly through a Project.

Importing Transactions from the Transactions Page

Navigate to Transactions on the left navigation bar.
Select Import Transactions from the top tabs on this page.
From here, you can filter by transaction type, select multiple transactions, or select one transaction at a time to Assign it to the project.
Once you have selected the transactions you wish to import and assign the line item to this project, click Confirm to add singular transactions or Assign selected transactions for multiple transaction line items.

Importing Transactions from the Project Page

Navigate to Projects on the left navigation bar.
Select the project to which you wish to import your transaction items.
Select Transactions from the top tabs on this page.
Select the Import Transactions button on the right side to open the modal.
From here, you can filter by transaction type, select multiple transactions, or select one transaction at a time to Assign it to the project.
Once you have selected the transactions you wish to import and assign the line item to this project, click Confirm to add singular transactions or Assign selected transactions for multiple transaction line items.

Remove Linked Accounts

For assistance with unlinking your bank account from Zena, please contact 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.