When every dollar counts, knowing where your money goes isn’t optional—it’s essential. Zena Spending Buckets make it simple to organize your business expenses into smart, purposeful categories. Whether you're just starting out or want more visibility, this feature helps you make better financial decisions with less effort.
Create Smart Buckets That Match How You Spend
Start by thinking in categories, not just transactions. These categories become your “buckets,” and they help you see what’s essential—and what’s not.
Popular starting buckets include:
- Marketing: ads, design tools, social platforms
- Software: subscriptions like Canva, Zoom, QuickBooks
- Office & Supplies: printers, coworking, shipping materials
- Client Costs: freelancers, materials, gifts
- Travel & Events: airfare, hotels, client dinners
- Operations: banking fees, hosting, insurance
Start with 3 to 5 clear buckets. You can add more as your business grows.
Set Up Buckets and Assign Cards
Once you’ve picked your categories, open your Zena dashboard and create a new Spending Bucket for each.
Here’s what to do:
- Use plain, intuitive names (e.g., “Client Gifts” is better than “Miscellaneous”)
- Assign one virtual and one physical card per bucket
- Use virtual cards for recurring subscriptions and tools
- Use physical cards for in-person spending like events or office supplies
Zena automatically categorizes every transaction to the correct bucket—no spreadsheets, no headaches.
Review Your Spending Buckets Regularly
Zena makes it easy to track your spend by category so you always know:
- Where your money is going
- Which areas are over or under budget
- Where you can cut costs or invest more
Financial clarity is power. With Zena, staying on top of your expenses becomes a habit, not a chore.
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