March 28th, 2026
Automatic transfer detection β when both sides of a bank transfer are synced, Zerosum automatically detects and
links them as a transfer pair
Pre-filled pending review β matched transfers show up as "Transfer to/from Account X" in your pending transactions,
ready to approve
One-click approve β approve one side and both sides are approved together
Easy to override β if the match is wrong, just change the payee and the link is removed
Teach Zerosum your bank's naming β add "contains" patterns to any payee so imported transactions match automatically
Example β add rule "amzk" to your "Amazon" payee, and bank transactions like "AMZKUK234" will map to Amazon with the
right category
Works everywhere β rules apply to bank sync (SimpleFin & Pluggy) and file imports
Manage from the payee editor β add, remove, and view rules directly when editing a payee