How auto balance funds your budget categories for you

Auto balance

Seeing income versus spending over time, broken down by category or merchant

Cash flow

How Zypper's envelope budgeting works and how to set up your budget

How Zypper's automatic credit report insights and score improvement recommendations work

Report refresh schedule and why you can't refresh early

Creating, editing, and organizing categories to match how you spend

Budget impact settings, transfers, and long-term credit card debt

Editing, categorizing, searching, and bulk-updating your transactions

How Zypper computes and charts your net worth over time

Using tags to label transactions across categories

How Zypper identifies subscriptions and bills and predicts upcoming payments

Dividing one transaction across categories, and linking transfers between accounts

Automatically categorizing and editing transactions as they arrive

Troubleshooting report loading errors and bureau identity verification