Families, individuals, coaches
Who It's For
ZhanPlan is built for real financial lives — not investors, not enterprise. Just people who want to understand and control their money.
For Individuals
Take control of your own finances
You don't need to share your bank access with anyone. Upload your own statement, review every transaction, and own your financial picture completely. No subscriptions required to start.
- Import your bank statement in seconds
- See spending by category automatically
- Set a monthly budget and track it in real time
- Know your exact debt-free date
- Free Starter plan — no credit card needed
For Families
One dashboard for the whole household
Invite your partner or family members. Each person imports their own bank statements — everything merges into one shared financial picture automatically. No more spreadsheets, no more guessing.
- Invite partner or family members
- Each person imports their own statement
- Unified spending and income view
- Shared budgets and goals
- Private data — no bank access shared between members
For Financial Coaches
Manage every client from one portal
Each client imports their own bank data — you see the full picture without ever needing their credentials. Write coaching notes per section, assign goals, and track progress month by month.
- Client portal with full financial dashboard view
- Per-section coaching notes
- Client imports their own data — you never need credentials
- Health Score and debt tracking per client
- Invite clients via link — they set up in minutes
For People with Debt
See your exact debt-free date
Enter every debt, choose snowball or avalanche, and see exactly when you'll be free. The payoff date updates in real time as you adjust payments. See exactly how much interest you'll save.
- Snowball and avalanche strategies
- Exact debt-free date shown instantly
- Interest savings calculation
- Updates in real time as you add payments
- Debt payoff linked to your monthly budget
Whoever you are, start free.
Starter is free forever. Every new account includes a 14-day Pro trial — no credit card required.
Get Started Free →No credit card · No bank linking · Cancel anytime