GlidePath Money

Desktop planning app

Freelance, 1099, or side-business income?It belongs in the household plan.

Schedule C income usually lives in its own spreadsheet. GlidePath puts it in the household plan, on files you control.

A desktop planning app that puts Schedule C side-business income inside the same household plan as the rest of your money — on local files you control.

  • Files you chooseExports and records stay under your control.
  • Local by defaultNo bank-login connection required.
  • Review firstReceipts stay close to the readout.

Explore mode uses fictional data and never touches your real files · no license key, account, or email · Windows, macOS (Apple Silicon), and Linux

Money StateGlidePath Money · local app · fictional demo household

July 2026 · as of Jul 8, 6:42 PM.

Money State

A dated brief of what your files, close history, and receipts let GlidePath understand.

One decision waiting

Live view since the Jul 3 close.

Future echo: liquid runway is modeled at 10.8 months at planned outflows, based on balances through Jul 8.Assumes planned outflows stay the same.

One Decision

Where should the extra $300 go this month?GlidePath puts the promo balance and the emergency buffer side by side. The choice stays yours.

Safe To Ignore

Quiet for nowThe current basis says an HSA does not apply to this household.Quiet for nowThe current basis says loans or mortgages do not apply right now.
Receipts / why this stateJuly imports · Jul 3 close · local assumptions

App-style illustration using fictional demo numbers. The structure mirrors the shipped Money State; the choice above models its outcome here on the page. Modeled figures are examples, not predictions.

The GlidePath story

Or walk the other film.The Money State film, scene by scene under your scroll — each chapter opens a doorway to the matching part of the site.

Capture without drama

Isn’t it more work without a bank connection?

Less than you’d think — and the part that’s left is inspectable. A free browser extension catches your own export as you click Download (one click on Chase, Amex, and Citi; a popup flow for Bank of America), and supported statement PDFs parse right on your machine. Nothing saves until you review it, and your login never leaves your hands.

1 Export at your bank2 Catch the file3 Review locally
No bank-login connection required Plain files you can open in Excel 30-day money-back refund Signed Windows and Mac installers

A balance tells you where you stand. It doesn’t tell you what’s coming.

Actual product screens

The app starts with Money State, not the machinery.

These are real screenshots from the current app using a fictional demo household. Each screen is meant to answer a job: what changed, what matters, what is backed by data, and where to go next.

Actual UI from the current app.Fictional data so no customer file is shown.Linked screens so each claim has a place to inspect.

Invoices, RSUs and equity, spending reports, subscriptions, and the rest of it —everything it does, on one page →

More than the first four screens

67 capabilities, organized around seven jobs.

The screenshots above prove the core loop. The full product carries that same clarity through daily money, ownership, planning, business, household continuity, and data control.

Explore every feature and how to use it →Watch the 54-second feature overview →

Demo names, account numbers, and dollar amounts are fictionalized. Screenshots are product proof, not financial advice or forecast guarantees.

How it works

The loop produces a state, then lets you finish.

Know the state of your money. See what changed. Understand what it means. Make the next decision. Be done for now. Every beat keeps its receipt.

  1. See the state
  2. See what changed
  3. Make one decision
  4. Close and be done
  5. See the echo
Walk the loop, end to end →

Trust receipt

The privacy model in one glance.

The short version should be easy to check before anyone has to read a policy. GlidePath is a local-first desktop app; online touchpoints are either required operating services or clearly labeled optional features.

Default

Core file stays local

Accounts, transactions, balances, planning inputs, and projections live on your computer by default.

Required

License and update checks

Activation and update services see license/device metadata, not your household financial file.

Opt-in

Only labeled extras leave

AI categorization, forwarded email parsing, and price lookups each explain what they touch.

Proof

Receipts beat promises

Privacy, security, refund, release notes, and claim checks stay linked so the public story can be verified.

If something goes wrong

Made a wrong move? You can step back out of it.

Nothing saves until you’ve seen it, imports undo in one click, bigger changes get a restore point first, and a crash cannot half-write your money file. None of it is a setting to find or a tier to buy.

See the recovery guarantees →
The import ledger in GlidePath Money, described as a plain audit trail of files you confirmed. It records one confirmed import: 33 rows added and 0 skipped or refreshed, from a file named example-bank-household-2026-06.csv, typed as transactions, sent to Acme Household Checking, with the result 33 added and an Undo button beside it. Fictional demo household.
Every confirmed import keeps its own receipt — and its own undo. Fictional demo household.

The year gets recorded either way — as it goes, or all at once.

What you're buying

A desktop app you can keep using, with no locked pro tier.

Pricing should be clear before the fine print: buy a desktop license, get every feature in your tier, and keep your financial file on your machine.

Personal desktop license$129
Personal + Business desktop license$199
Updates after year one optional one-time $39 renewal; no automatic charge$39/yr
  • See where you stand and what next month looks like, all from files you control — net worth from the balances you record, and a cash-flow read built from the recurring income and bills you’ve mapped out.
  • Work through the questions that only surface in December — Schedule C, Roth conversion room, ACA subsidy, Social Security timing — each showing its assumptions and its math, as a scenario you can check rather than a verdict.
  • A private desktop app you can keep using if maintenance lapses.
  • Every feature in your tier included; no locked pro tier or paid capability upsells.
  • First year of maintenance included; maintenance keeps eligible tax rules, parsers, security fixes, support, and online extras current after that.
  • Your financial data does not become hostage to a cloud account.

Before you buy

Quick answers.

Do I have to connect my bank?

No. GlidePath runs on local files and manual or imported data — drag-and-drop CSV import, or the optional browser extension for one-click captures. No bank-login connection required.

Does my data leave my computer?

Your financial file stays local by default. Required touchpoints are license activation and update checks — a license key and device info, never financial data. Optional features send more only if you turn them on: AI categorization (payee, amount, date, account type, and category names for rows you choose). Each shows what it sends before you use it.

What happens if I stop maintenance?

The version you bought keeps working. Your first year of updates is included. Before it ends, we email reminders 30, 15, and 5 days ahead. Another year is an optional one-time $39 payment for eligible tax rules, bank parsers, security patches, support, and new features; nothing charges automatically.

Is this financial advice?

No — it’s an educational planning tool. It shows you assumptions and tradeoffs in plain English, but it isn’t personalized tax, investment, or legal advice.

Where you’ve been matters less than where you’re going.

Retirement, tax windows, debt cliffs, subscriptions, and spending — with the math close enough to inspect, and none of the judgment.