Getting started with Zypper
by Rook
Last Updated July 19, 2026
What Zypper is
Zypper is a personal finance platform that brings your entire financial life into one place. Every plan includes the full money toolkit — bank syncing, budgeting, spend tracking, net worth, recurring-bill tracking, and more — and our premium plans add your credit reports and scores. See Plans, pricing, and billing for the complete list of what each plan includes.
Signing up
You create an account with just your email address — there are no passwords. During signup we ask for your name, address, and date of birth, which are used to verify your identity for features that require it, like loading your credit report. Then you pick a plan and you're in.
Your first steps
The dashboard's getting-started checklist walks you through the essentials:
- Connect your bank accounts — transactions and balances start syncing daily
- Set up your budget — assign your money to categories
- Review your recurring bills — Zypper detects them from your transactions
- Some of our premium plans require you to verify your identity to load your credit report and scores
From there, everything updates as you live your financial life — and this help center covers each feature in depth.