How do I connect my ZenBusiness Checking Account to ZenBusiness Money so that I can categorize my transactions and see my profit and loss statements?
We’re working hard to make ZenBusiness Banking the best experience possible. Automatic linking is not yet available, but will be coming soon.
How can I view my transaction details?
You can review your transaction history on the ZenBusiness Banking Dashboard. Once you’re on the dashboard, you will be able to find a list of your most recent transactions. You can filter by Month and by transaction type (Debit or Credit) and even search for specific transactions by keywords and amounts.
You'll be able to see additional information for each transaction by clicking the down arrow on the right of the transaction amount. The information here will be relevant to the transaction type and show information like payee/payer, the debit card that was used (if it's a POS purchase), and the transaction ID #
To do more with your transactions, you can link your ZenBusiness Checking account to ZenBusiness Money to add notes, categorize the transaction, and add invoices/receipts.
Add link on how to link with ZBM and the ZBM help guide
What does Available Balance mean in my ZenBusiness Banking Dashboard?
Your Available Balance is the total amount of funds in your account that is available to spend. This does not include any funds that may have authorization holds on them.
What can I do if I do not have enough money in my account to cover my transactions?
You cannot make the ACH transaction or the debit card will be declined.
We do not support overdrafts at this time, and in turn do not charge you overdraft fees.