How-to guides for every feature
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Step-by-step guides for every ZhanPlan feature — from your first bank import to tracking your net worth and planning your debt payoff.
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Getting Started with ZhanPlan: Your Complete Setup Guide
Everything you need to do in your first 15 minutes — from creating your account to seeing your first complete financial picture.
7 min read
ImportHow to Import Your Bank Statement into ZhanPlan
Step-by-step instructions for importing CSV and PDF bank statements from every major US bank — Chase, Bank of America, SoFi, Wells Fargo, Ally, and more.
6 min read
Budget & PlanHow to Set and Track Your Monthly Budget in ZhanPlan
Set per-category spending limits, watch actual spending update in real time as you import statements, and see exactly where you are over or under budget each month.
6 min read
Track
How to Use the Spending Tracker in ZhanPlan
Understand where every dollar goes. Learn how to read your spending dashboard, filter by month and category, edit transactions, and spot the habits that are draining your budget.
5 min read
·Read guide →How to Track Income in ZhanPlan
Log all your income sources — payroll, freelance, Zelle, side income — and see your actual monthly earnings compared to your plan, with full bulk-delete and recurring income support.
5 min read
·Read guide →How to Manage Fixed Expenses in ZhanPlan
Add all your recurring bills — rent, utilities, insurance, subscriptions — so ZhanPlan can include them in your budget and cash flow projections even if they don't appear in bank imports.
4 min read
·Read guide →Budget & Plan
How to Set and Track Your Monthly Budget in ZhanPlan
Set per-category spending limits, watch actual spending update in real time as you import statements, and see exactly where you are over or under budget each month.
6 min read
·Read guide →How to Use the Cash Flow Planner in ZhanPlan
See your income minus expenses over 6, 12, or 24 months. Set planned income and expense targets, track your net cash flow trend, and know exactly whether you are ahead or behind.
5 min read
·Read guide →How to Set and Track Financial Goals in ZhanPlan
Create specific financial goals — emergency fund, down payment, vacation, car — with a target amount, deadline, and monthly contribution. Watch your progress in real time.
5 min read
·Read guide →How to Use Plan Ahead and Yearly Purchases in ZhanPlan
Plan for irregular large expenses — annual memberships, car registration, holiday gifts — so they never catch you off guard. Set up savings targets for each one.
4 min read
·Read guide →Wealth
How to Track Net Worth in ZhanPlan
Add all your assets and liabilities to see your true financial position. Learn how to track net worth month by month and watch it grow as you pay down debt and build savings.
5 min read
·Read guide →How to Use the Debt Payoff Tracker in ZhanPlan
Enter your debts, choose snowball or avalanche strategy, add extra payments, and see your exact debt-free date — plus how much interest you'll save by paying off early.
6 min read
·Read guide →How to Use the Savings & Retirement Planner in ZhanPlan
Enter your age, current savings, monthly contribution, and expected return — and see exactly how much you'll have at retirement, whether you're on track, and what to change if you're not.
5 min read
·Read guide →How to Track Investments in ZhanPlan
Log your stock portfolio, real estate holdings, and crypto assets. Connect investment values to your net worth, and track your total investment position over time.
5 min read
·Read guide →Reports
How to Read and Improve Your Financial Health Score
Understand your 0-100 financial health score, what each of the 5 dimensions measures, and exactly what actions will raise your score the fastest.
6 min read
·Read guide →How to Use AI Insights in ZhanPlan
ZhanPlan's AI analyzes your spending patterns and financial data to surface signals and recommendations — things you might miss looking at numbers alone.
4 min read
·Read guide →How to Use the 12-Month Financial Forecast in ZhanPlan
See where your finances are heading over the next year — projected income, projected expenses, and whether your balance will grow or shrink each month.
4 min read
·Read guide →How to Use the Monthly Comparison Report in ZhanPlan
Compare up to 4 months of income and spending side by side. See which categories changed, what percentage you improved, and whether your financial situation is trending in the right direction.
4 min read
·Read guide →Ready to put it into practice? Start free.
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