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Your Financial Wellness Dashboard

See your connected accounts, balances, spending, and low balance alerts in one place

Written by Asha

Your Financial Wellness is a top priority at ZayZoon.

We know it can be hard to budget when living paycheck-to-paycheck, which is why we want to help with your financial education while making sure you can access the money you need.

When you connect your bank account to the Financial Wellness Dashboard, you can see:

  • Your total available cash across all connected accounts

  • Your spending categories

  • Your balance trends

  • Low balance notifications for each connected account

Financial Wellness at ZayZoon.com

To view your dashboard from your web browser, sign in to your account and go to the Financial Wellness tab.
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Accept ZayZoon's terms of use for financial wellness to get started connecting your bank account.
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Financial Wellness on the ZayZoon app

To view your dashboard from the ZayZoon app, sign in to your account, tap the 3 dots for More, then tap Spending Insights under Financial Wellness.
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Accept ZayZoon's terms of use for financial wellness to get started connecting your bank account.
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Add or remove a bank account

Your connected accounts are listed on the dashboard under Connected accounts. Select View all to see every account.

  • Add an account: Select the + next to Connected accounts, or select the ⋮ menu on an account and choose Add account.

  • Remove an account: Select the ⋮ menu on the account and choose Remove account.

Your ZayZoon Visa® Prepaid Card is managed on its own tab and isn't listed with your connected bank accounts.
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View one account at a time

Your balance trend and spending categories show all of your connected accounts together. Select an account in the list to see just that account.

Set a low balance alert

You can set a low balance alert for each connected account. We'll notify you when that account drops below the amount you set.

  • To set an alert, find the account under Low balance notifications and select Set alert.

  • To change an alert, select the pencil icon next to it.

Head over to your Financial Wellness Dashboard to see your accounts in one place.

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