Getting started with Zypper

by Rook

Last Updated September 18, 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:

  1. Connect your bank accounts — transactions and balances start syncing daily, and Zypper detects your recurring bills from them automatically
  2. Set up your budget — give your categories a monthly amount; the checklist marks this done once a category has one
  3. 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.