No bank linking required
How ZhanPlan Works
From bank statement to full financial clarity in under 60 seconds. Upload a file, AI reads it, you review and approve — your dashboard updates instantly.
The Process
Four steps to full clarity
Click any step to see exactly what happens.
What's Inside
Every feature, explained
Click any card to learn exactly how each feature works.
Who It's For
Built for real financial lives
Families
Track the whole household in one shared dashboard. Each person imports their own bank statements — it all merges into one financial picture.
Individuals
Get full financial clarity without sharing bank access. Upload your own statement, review everything, and own your financial picture completely.
Financial Coaches
Manage client budgets in coaching mode. Each client imports their own data — you see the full picture without needing their bank credentials.
How We Compare
ZhanPlan vs the alternatives
ZhanPlan
Mint / YNAB
Spreadsheet
No bank linking required
AI reads your statements
Auto-categorization
Family sharing
Privacy-first
FAQ
Common questions
Ready to see your full financial picture?
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