GlidePath Money

The complete feature guide

Everything GlidePath helps you do.

67 public capabilities, organized around seven real jobs. No vague checklist: every feature explains what it gives you, what it needs, and how to begin.

67 capabilities7 jobs58 in Personal9 Business additions

54-second overview

Seven jobs. One understandable financial life.

See the breadth first, then use the catalog below when you want the exact feature, prerequisites, and steps.

Real app screens · fictional demo data · silent-first captions

01

Know where you stand

Turn scattered records into one dated picture, then show what deserves attention.

PersonalSignature

Money State overview

A dated brief of the household—not another wall of charts.

What it gives you

Net worth, cash flow, debt, goals, retirement, business signals, freshness, and the few items that need attention in one opening read.

How to use it

What you needAt least one account balance; transactions make the change story sharper.

Start hereOpen Overview after setup or an import.

  1. Read the headline and its as-of date.
  2. Open the one item that needs attention.
  3. Use the evidence links when you want the rows behind a number.
See the deeper guide
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Action Queue

A short list of financial follow-through, ordered by urgency.

What it gives you

Concrete next actions with due timing, supporting facts, completion, snooze, dismiss, and recurring follow-through rules.

How to use it

What you needEnough account, card, subscription, goal, or calendar data for an action to become relevant.

Start hereOpen Action Queue from Today.

  1. Start with the first open item.
  2. Inspect its linked evidence.
  3. Mark it done, snooze it, or dismiss it with a reason.
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Reports with a purpose

Pick the job you are trying to do, not a cryptic report name.

What it gives you

Monthly change, cash-flow Sankey and waterfall, debt timeline, promo-cliff risk, net-worth projection, year-to-date, goals, saved reports, and business reports.

How to use it

What you needThe source records used by each report; waiting cards name the missing input.

Start hereOpen Reports and choose the question you want answered.

  1. Pick a ready report card.
  2. Read the lead before the tables.
  3. Open its evidence or save a custom ledger window.
Personal

Weekly digest

A weekly read of what changed and what may deserve a second look.

What it gives you

Cash flow, top spending, large transactions, balance changes, unusual charges, new merchants, budget pace, goals, and maintenance checklist.

How to use it

What you needRecent transactions; balance history enables account-change comparisons.

Start hereOpen Weekly digest from Today.

  1. Review the week and comparison dates.
  2. Open any unusual charge or goal.
  3. Finish the small upkeep in the checklist.
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Monthly Close

Stamp the month, record what changed, choose one next move, and be done.

What it gives you

Dated account and card snapshots, business P&L, optional retirement updates, a Money State note, and past-close history.

How to use it

What you needCurrent balances for the accounts you want represented.

Start hereOpen Monthly Close near month-end.

  1. Update the balances that changed.
  2. Add business or retirement facts that apply.
  3. Save one decision—or an intentional skip.
See the deeper guide
Personal

Balance reconciliation

Put imported balances beside the tracker and expose mismatches without guessing.

What it gives you

Matched balances, imports missing from the tracker, tracker accounts missing from imports, and normalized liability comparisons.

How to use it

What you needA balance-bearing import and existing tracked accounts.

Start hereOpen Reconcile after importing account or statement balances.

  1. Review exact and suggested matches.
  2. Inspect unmatched rows on either side.
  3. Correct the source or tracker instead of forcing a match.
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What GlidePath knows

A coverage map of what the current household data can support.

What it gives you

Questions GlidePath can answer, partial areas, fragile flows, and the missing fact that would sharpen each area.

How to use it

What you needNothing; the empty state identifies useful first inputs.

Start hereOpen What GlidePath knows from Today.

  1. Treat the labels as data readiness, not a financial score.
  2. Open the highest-impact gap.
  3. Return after adding the missing fact.
02

Understand where the money goes

Move from raw transactions to a monthly plan you can explain.

Personal

Recently captured inbox

One place for files and rows that arrived but still need a human decision.

What it gives you

Statement PDFs waiting for review, extension transactions, recent bank imports, and uncategorized items.

How to use it

What you needA captured PDF, browser-extension export, or recent import.

Start hereOpen Recently captured after bringing in new records.

  1. Choose the queue with waiting work.
  2. Review or route the item.
  3. Confirm it became official or remained safely pending.
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Cash Flow

See the planned month, the actual month, and the gap between them.

What it gives you

Income, recurring outflows, debt service, protected floor, runway, variance, month history, and subscription audit.

How to use it

What you needRecurring rows for the plan; transactions for actuals.

Start hereOpen Cash Flow and begin on the plan tab.

  1. Confirm income and commitments.
  2. Switch to actuals for a recent window.
  3. Use the gap view to find the categories behind the difference.
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Transaction workbench

Where every dollar moves, with the source and category decision attached.

What it gives you

Search, filters, account/category/date windows, recurring and large-charge views, add/edit/delete, splits, and provenance.

How to use it

What you needImported or manually entered transactions.

Start hereOpen Transactions after an import.

  1. Start with Transaction health when the ledger is new.
  2. Filter to the account or period you need.
  3. Open a row to edit, split, or teach a future rule.
See the deeper guide
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Transaction health

Show which cleanup work most improves trust in the rest of the app.

What it gives you

Confidence by downstream room, recurring changes, payees ranked by dollars, category variations, transfer noise, merchants, and provenance.

How to use it

What you needTransaction history.

Start hereOpen Transaction health before browsing a large ledger.

  1. Choose the lane tied to the room you care about.
  2. Work from highest confidence lift downward.
  3. Fix the exact rows and return to see the effect.
Personal

Subscriptions

See trials, promos, annual renewals, and recurring charges before they surprise you.

What it gives you

Active and watched subscriptions, monthly equivalents, promo conversion, next charge, review reminders, and transaction suggestions.

How to use it

What you needManual rows or enough transaction history to detect recurring charges.

Start hereOpen Subscriptions and add the three renewals you most want to see coming.

  1. Record price, cadence, and next charge or promo end.
  2. Review suggested recurring charges.
  3. Mark cancellations or set the next review date.
See the deeper guide
Personal

Uncategorized workbench

Clean up the biggest unknown payees in groups instead of row by row.

What it gives you

Payee rollups ranked by affected dollars, bulk categorization, and learned future rules.

How to use it

What you needTransactions without a usable category.

Start hereOpen Uncategorized after Transaction health points there.

  1. Start with the payee affecting the most money.
  2. Apply the correct category to the shown rows.
  3. Confirm the reusable rule only when rows changed.
Personal

Monthly budgets

Give the few categories that matter a target and compare the plan with reality.

What it gives you

Month-specific targets, actuals, remaining amounts, flexible-spending analysis, and carry-forward choices.

How to use it

What you needCategorized transactions for actuals; targets can be added anytime.

Start hereOpen Budgets and choose the current month.

  1. Set targets for three to five categories.
  2. Compare actual spending with each target.
  3. Adjust next month when the target—not the person—was unrealistic.
See the deeper guide
Personal

Spending analysis

See where money went across months, categories, and merchants.

What it gives you

Category-by-month history, share of total, outliers, top merchants, rolling windows, and personal/business scope.

How to use it

What you needCategorized transaction history.

Start hereOpen Spending and choose a 3, 6, 12, or 24 month window.

  1. Read the category stack.
  2. Open an outlier month or merchant.
  3. Follow the evidence into matching transaction rows.
Personal

Discretionary spending

Separate the flexible slice from fixed and semi-essential spending.

What it gives you

Flexible-category trend, plan context, fixed costs, variable essentials, and unclassified categories.

How to use it

What you needCategorized transactions and, optionally, a recurring plan.

Start hereOpen Discretionary when you want to find room without judging every purchase.

  1. Choose the time window.
  2. Review the flexible categories and trend.
  3. Correct misclassified categories before using the total.
03

See everything you own and owe

Keep accounts, investments, cards, loans, and their history in one picture.

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Accounts and balances

Every recorded balance and its as-of date in one place.

What it gives you

Personal, retirement, brokerage, property, card, loan, and business accounts; balance updates, notes, activity, and performance history.

How to use it

What you needOne manually added or imported account.

Start hereOpen Accounts & balances and add the accounts needed for your first Money State.

  1. Add an account with the correct type and owner.
  2. Record a current balance and date.
  3. Use account actions for notes, classification, or history.
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Net Worth

What you own minus what you owe, tied out line by line.

What it gives you

Current total, monthly movement, type breakdown, biggest movers, 12-month change, history, tie-out, and Stanley–Danko benchmark.

How to use it

What you needAccount and debt balances; history improves movement views.

Start hereOpen Net Worth after adding current balances.

  1. Check the as-of context.
  2. Inspect the biggest monthly movers.
  3. Use the tie-out when the total surprises you.
Personal

Investment holdings

Know what the portfolio owns and how concentrated it is.

What it gives you

Positions, lots, quantities, cost basis, value, allocation, account totals, and price management.

How to use it

What you needManual positions or a supported holdings import.

Start hereOpen Holdings and add or import one position.

  1. Confirm account, ticker, quantity, and asset class.
  2. Refresh or set the price.
  3. Review allocation and unpriced positions.
See the deeper guide
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Equity and RSUs

Track stock compensation vest by vest instead of reconstructing it at tax time.

What it gives you

Grants, vesting tranches, next vest, held/sold shares, concentration, sales, realized gains, and withholding estimates.

How to use it

What you needGrant details and prices; a broker CSV can accelerate setup.

Start hereOpen Equity & RSUs and add or import a grant.

  1. Record type, ticker, units, and vest schedule.
  2. Set a price and review concentration.
  3. Record sales and keep the tax facts for your preparer.
See the deeper guide
Personal

Credit Cards

Keep balances, rates, due dates, promos, priority, fees, and perks in one view.

What it gives you

Balances, limits, utilization, APRs, minimums, due dates, promos, urgency, annual fees, perks, and notes.

How to use it

What you needOne card record.

Start hereOpen Credit Cards and add cards carrying a balance or tracked benefit.

  1. Record balance, limit, APR, due date, and autopay.
  2. Add promo terms or perks.
  3. Work from priority grouping rather than list order.
Personal

Credit Health

Explain the factors that move a score and show what your records can measure.

What it gives you

Score record, overall/per-card utilization, payment history, account age, new credit, credit mix, and monthly utilization.

How to use it

What you needCard limits and balances; optional score and opening dates sharpen it.

Start hereOpen Credit Health after adding cards.

  1. Check payment and autopay status.
  2. Review overall and per-card utilization.
  3. Use the factor breakdown to understand the limits.
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0% balance transfers

Turn a promotional deadline into a clear-in-time plan.

What it gives you

Promo terms, fees, balances, pace, required monthly amount, cliff risk, payoff order, closed history, and statement setup.

How to use it

What you needBalance, promo end, post-promo APR, fee, and monthly capacity.

Start hereOpen Balance Transfers and add the transfer from its statement or terms.

  1. Confirm the four numbers that decide the outcome.
  2. Compare current with clear-in-time pace.
  3. Update monthly and act before the cliff.
See the deeper guide
Personal

Loans and mortgages

Keep what you owe, what it costs, and the payment path visible.

What it gives you

Balance, APR, monthly payment, dates, and amortization or payment schedules.

How to use it

What you needPrincipal, rate, payment, and timing details.

Start hereOpen Loans & Mortgages and add the debt you want in the household picture.

  1. Record balance, rate, and payment.
  2. Review the projected schedule.
  3. Update the balance at Monthly Close.
04

Plan the decisions ahead

Model retirement, taxes, goals, and debt choices with the assumptions attached.

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Goals and pace

Connect a target to the account or debt that actually moves it.

What it gives you

Savings, emergency, annual-bill, debt, and retirement goals with progress, pace, required amount, finish, milestones, and archive.

How to use it

What you needA target; a linked account enables measured progress.

Start hereOpen Goals and choose one concrete target.

  1. Choose type, amount, and date.
  2. Link the account or debt that measures it.
  3. Review pace after each import or close.
See the deeper guide
Personal

Retirement Starter

Learn the five moving parts before facing the full projection.

What it gives you

A guided pass through balances, contributions, future income, spending, retirement ages, uncertainty, and account types.

How to use it

What you needRough estimates are enough.

Start hereOpen Retirement starter if the full planner feels like too much.

  1. Add what you have.
  2. Add what you contribute and expect later.
  3. Enter spending, then open the full planner.
See the deeper guide
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Retirement planner

Run the household through many futures, then show which assumptions matter most.

What it gives you

Single/joint planning, Monte Carlo, fan chart, success range, funds-last, Social Security, survivor cases, RMDs, Roth windows, ACA, Tax Valley, IRMAA, and sensitivity.

How to use it

What you needBalances, contributions, retirement ages, future income, and a realistic spending target.

Start hereOpen Retirement after adding the core inputs.

  1. Resolve missing-input warnings.
  2. Read ranges as modeled outcomes, not certainty.
  3. Change one lever and inspect its assumptions.
See the deeper guide
Personal

Backdoor Roth

See the pro-rata tax effect before treating a conversion as clean.

What it gives you

Taxable conversion estimate, rate construction, Form 8606 lines, and preparer receipt.

How to use it

What you needConversion, after-tax IRA basis, and total pre-tax IRA balances.

Start hereOpen Backdoor Roth before executing or documenting a conversion.

  1. Enter the conversion and all covered IRA balances.
  2. Review taxable and non-taxable portions.
  3. Copy the receipt for professional review.
See the deeper guide
Personal

Solo 401(k) and SEP

Show how self-employment income becomes employee and employer contribution room.

What it gives you

Solo 401(k)/SEP limits, employee and employer components, catch-up, and possible after-tax room.

How to use it

What you needTax year, age, plan type, and eligible compensation.

Start hereOpen Solo 401(k) / SEP from Plan.

  1. Choose year and plan.
  2. Enter compensation and age facts.
  3. Review each component with your administrator or preparer.
See the deeper guide
Personal

QBI / Section 199A

Estimate the qualified-business-income deduction with the limits visible.

What it gives you

Deduction estimate, construction, phaseout context, and preparer receipt.

How to use it

What you needTax year, filing status, taxable income, QBI, wages, and qualified property when relevant.

Start hereOpen QBI / Section 199A from Plan.

  1. Enter household and business facts.
  2. Review which limitation controls.
  3. Copy the receipt for professional review.
See the deeper guide
Personal

S-corp vs. sole proprietor

Compare the structures at a wage you choose, with operating cost beside the result.

What it gives you

Payroll-tax comparison, wage input, administration cost, net difference, and preparer receipt.

How to use it

What you needProfit, proposed wage, filing facts, and real annual administration cost.

Start hereOpen S-corp vs sole prop before discussing an election.

  1. Enter profit and a defensible wage.
  2. Add payroll and administration cost.
  3. Take the receipt to a qualified professional.
See the deeper guide
Personal

HSA planner

Connect eligibility and contribution room to the triple-tax-advantaged path.

What it gives you

Eligibility, contribution limit, remaining room, tax treatment, growth illustration, and receipt.

How to use it

What you needTax year, coverage, age, eligibility months, and contributions.

Start hereOpen HSA stealth IRA from Plan.

  1. Confirm eligibility and coverage.
  2. Enter personal and employer contributions.
  3. Review remaining room and keep the receipt.
See the deeper guide
Personal

Tax-loss harvesting

Find recorded lots sitting at a loss and prepare the facts for review.

What it gives you

Loss-lot list, unrealized-loss context, and tax-professional receipt.

How to use it

What you needLots with quantity, cost basis, and current price.

Start hereOpen Tax-loss harvesting after Holdings is current.

  1. Review loss lots.
  2. Confirm basis and price freshness.
  3. Consider wash sales with a professional before acting.
See the deeper guide
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Decision Studio

Change one plan lever and see the ripple across the same retirement engine.

What it gives you

Retirement-age, Social Security, spending, savings, ACA, success-range, and final-balance scenarios with receipts.

How to use it

What you needA configured retirement plan.

Start hereOpen Decision Studio after the base Retirement result is meaningful.

  1. Use Your plan as the base.
  2. Change one lever.
  3. Copy a receipt naming the assumptions and movement.
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Strategy notes

Keep the reasoning behind the plan beside the numbers.

What it gives you

Readable credit-card and cash-flow strategy narratives stored with household files.

How to use it

What you needA strategy or cash-flow summary document.

Start hereOpen Strategy when you need the why behind a decision.

  1. Read the current narrative.
  2. Compare it with live pages.
  3. Update the note when the strategy changes.
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Financial Fire Drills

Rehearse a hard month before it happens.

What it gives you

A 60-day income pause and $2,000 bill with liquid cushion, protected floor, modeled need, and runway.

How to use it

What you needIncome, committed outflows, protected floor, and liquid balances.

Start hereOpen Fire Drills after Cash Flow has a usable plan.

  1. Choose a drill.
  2. Read the facts and what remains.
  3. Use the receipt to decide which buffer needs attention.
Personal

Debt payoff simulator

Compare avalanche, snowball, and promo-aware payoff orders.

What it gives you

Payoff timing, interest, cleared-card sequence, and the difference between strategies.

How to use it

What you needBalances, APRs, minimums, promo dates, and total monthly debt budget.

Start hereOpen Simulator after Credit Cards and Balance Transfers are current.

  1. Confirm debts and monthly budget.
  2. Compare strategy payoff dates.
  3. Update the tracker as real payments post.
See the deeper guide
05

Run the side business

Connect business records to invoices, Schedule C, and the household plan.

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Business cockpit

Connect the side business to the same household plan.

What it gives you

Cash/liabilities, recurring and actual P&L, profit trend, owner draws/contributions, tax set-aside, invoices, and household bridge.

How to use it

What you needBusiness-tagged accounts or transactions.

Start hereOpen Business overview and answer the tax-scope question.

  1. Add one business account or import.
  2. Review the snapshot and household bridge.
  3. Use Schedule C, assets, home office, logs, and settings as relevant.
See the deeper guide
Personal + BusinessSignature

Schedule C preview and organizer

Move from business transactions toward what a preparer actually needs.

What it gives you

Part I income, Part II expenses, mappings, Line 31, SE-tax context, and organizers for accrual, inventory, contractors, vehicles, assets, home office, and return handoff.

How to use it

What you needBusiness transactions plus identity and exception facts that bank files do not carry.

Start hereOpen Business Tax Ready from Business.

  1. Map each category to a tax line.
  2. Complete applicable organizers.
  3. Review the same numbers and exceptions the preparer receives.
See the deeper guide
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Invoices and estimates

Create the document, track what is owed, and connect received cash to business income.

What it gives you

Customers, estimates, PDF invoices, line items, lifecycle states, partial payments, A/R aging, templates, proof, exports, and Schedule C linking.

How to use it

What you needA customer and billable line; income linking needs a received payment or transaction.

Start hereOpen Invoices and create an estimate or invoice.

  1. Choose the customer and add lines.
  2. Download or mark it sent.
  3. Record payment, match the deposit, and explicitly add received cash to business income.
See the deeper guide
Personal + Business

Business mileage log

Record the trip while the purpose is still easy to remember.

What it gives you

Date, purpose, vehicle, miles, current-year IRS rate, annual total, and preparer handoff.

How to use it

What you needA qualifying trip and vehicle facts.

Start hereOpen Business, choose Logs, and select Log a trip.

  1. Record date, miles, destination, and purpose.
  2. Review annual total and rate.
  3. Reconcile trips with the vehicle organizer.
See the deeper guide
Personal + Business

1099 contractor preparation

Keep contractor payments and exception facts from becoming a January reconstruction.

What it gives you

Payment log, annual totals, threshold flags, entity/payment-method exceptions, and organizer handoff.

How to use it

What you needVendor, date, amount, service purpose, entity type, and payment method.

Start hereOpen Business, choose Logs, and select Log a contractor payment.

  1. Record each service payment.
  2. Review vendors nearing the threshold.
  3. Confirm entity and payment method before preparing returns.
See the deeper guide
Personal + Business

Assets and depreciation

Keep basis, method, annual deduction, and disposal facts together.

What it gives you

Asset ledger, Section 179, MACRS 5/7, remaining basis, disposal, Line 13, and vehicle/mileage overlap warning.

How to use it

What you needDescription, cost, in-service date, business use, method, and disposal facts.

Start hereOpen Business and choose Assets.

  1. Add cost and placed-in-service date.
  2. Choose a method after confirming eligibility.
  3. Carry the asset organizer to the preparer.
See the deeper guide
Personal + Business

Home-office organizer

Keep the space and expense facts needed to discuss a home-office deduction.

What it gives you

Simplified/actual inputs, business-use space, deduction preview, Line 30, and preparer handoff.

How to use it

What you needQualification facts, office/home square footage, and relevant actual expenses when used.

Start hereOpen Business and choose Home office.

  1. Confirm the space qualifies.
  2. Choose simplified or actual inputs.
  3. Review the preview with your preparer.
See the deeper guide
Personal + Business

Estimated-tax safe harbor

Turn last year’s return and withholding into a visible federal prepayment target.

What it gives you

100%/110% safe harbor, withholding offset, installments, optional current-year 90% estimate, deadlines, and payment jar.

How to use it

What you needPrior-year tax/AGI, expected withholding, filing status, and payments made.

Start hereOpen Business settings and find Estimated tax.

  1. Enter prior-year facts and withholding.
  2. Review target and installments.
  3. Track payments and confirm exceptions or state rules professionally.
See the deeper guide
Personal + BusinessSignature

Accountant-ready handoff

Give the preparer reconciled records and named exceptions instead of a mystery folder.

What it gives you

Schedule C preview, supporting rows, organizers, reconciliation files, receipt check, and downloadable package.

How to use it

What you needCompleted mappings and relevant organizers.

Start hereOpen Business Tax Ready near preparation time.

  1. Resolve missing income and mappings.
  2. Complete applicable organizers.
  3. Review and download the package.
See the deeper guide
06

Organize and protect the household

Leave the financial life understandable, recoverable, and ready for another person.

Personal

Financial calendar

Bring the household’s financial dates into one next-30-days view.

What it gives you

Bills, card dates, subscription reviews, goals, tax dates, household events, readiness radar, and next attention.

How to use it

What you needDated records elsewhere or a manual event.

Start hereOpen Financial calendar after setting due and review dates.

  1. Review the next 30 days.
  2. Open the source page for action.
  3. Correct the underlying date there.
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Household and partners

Represent each person without assuming every household is the same.

What it gives you

Member records, ages, birth dates, contributions, retirement ages, and shared retirement timeline.

How to use it

What you needOnly the people relevant to the plan; single households remain first-class.

Start hereOpen Household & partners when another person belongs in the plan.

  1. Add the person and dates.
  2. Record contributions and retirement timing.
  3. Review the shared Retirement timeline.
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Household Vault and Survivor Sheet

Leave enough breadcrumbs that another person can continue when you cannot explain it.

What it gives you

Sealed entries, account/subscription checklist, survivor instructions, printable sheet, Recovery USB, and readiness receipt.

How to use it

What you needOnly the entries and instructions the household chooses to preserve.

Start hereOpen Household vault and begin with the readiness list.

  1. Add sealed information and instructions.
  2. Build the review checklist.
  3. Print the sheet and store a Recovery USB where it can be found.
Personal

Insurance inventory

Know what coverage exists, who to call, and where obvious gaps may be.

What it gives you

Policy records, premiums, contacts, beneficiaries, life/disability need estimates, and proof limits.

How to use it

What you needPolicy documents and rough need assumptions.

Start hereOpen Insurance inventory and add each active policy.

  1. Record coverage, premium, owner, and contact.
  2. Review estimates as prompts, not quotes.
  3. Store the contact path in the Vault.
See the deeper guide
Personal

Tax-document checklist

Know which tax records arrived and which are still missing.

What it gives you

Document types, categories, expected/received state, notes, storage references, and annual checklist.

How to use it

What you needThe documents expected for the household and business.

Start hereOpen Tax documents at the start of tax season.

  1. Add expected documents.
  2. Mark each received and note where it lives.
  3. Review what remains before handoff.
07

Bring data in without giving it away

Use files you control, review every change, and keep the financial record local.

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Guided setup and demo household

Reach a first useful Money State without filling out the whole app.

What it gives you

One-file and balance-first paths, demo households, business-scope question, phased checklist, and Ask Glide context.

How to use it

What you needNothing; demos use fictional data.

Start hereOpen Getting started on first launch.

  1. Choose real-file or demo-first.
  2. Complete minimum balance steps.
  3. Add optional detail only when it sharpens a question.
See the deeper guide
Personal

Preferences and display

Control how the app starts, watches files, sends nudges, and reads on this screen.

What it gives you

Data-folder context, import watcher, app voice, text size, theme, quiet view, notifications, startup backups, and local connection.

How to use it

What you needNothing.

Start hereOpen Settings from Trust & Data.

  1. Review install and data-folder details.
  2. Choose display and voice.
  3. Enable only the watcher, notification, backup, or connection behaviors you want.
Personal

Financial-sites inventory

Remember where accounts live and how to export them—without storing passwords.

What it gives you

Institution links, account notes, and CSV-export directions.

How to use it

What you needOnly the institutions the household uses.

Start hereOpen Financial sites and add one institution.

  1. Record the official login page, never a credential.
  2. Add the export path.
  3. Use it during monthly import or survivor handoff.
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Import Center

Bring in files you control and see the exact rows before anything saves.

What it gives you

CSV, TSV, XLSX, budget-app, brokerage, equity, readable-PDF, saved mappings, preview, validation, dedupe, routing, and receipts.

How to use it

What you needA supported export or safely mappable date, description, amount, and destination.

Start hereOpen Import and drop one export file.

  1. Confirm source and destination.
  2. Review rows, signs, categories, and overlaps.
  3. Import only when preview matches the source.
See the deeper guide
Personal

Payee cleanup rules

Turn noisy bank descriptions into readable merchant names consistently.

What it gives you

User rules, heuristic coverage, match counts, category hints, longest-pattern precedence, and future cleanup.

How to use it

What you needImported descriptions needing normalization.

Start hereOpen Clean up payee names after spotting a repeated noisy description.

  1. Add the smallest distinctive pattern.
  2. Preview affected descriptions.
  3. Save the friendly name and optional category hint.
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Backups and restore

Keep recoverable snapshots and practice how a new computer gets the record back.

What it gives you

Manual/startup backup, history, full-data export, clean restore, new-computer guidance, and off-device reminder.

How to use it

What you needA writable backup location; resilience also needs a copy off this computer.

Start hereOpen Backups and create the first snapshot.

  1. Create and verify a backup.
  2. Copy important backups off the computer.
  3. Practice the clean-restore path before an emergency.
See the deeper guide
Personal

Data Health

Show where the record lives, what protects it, and what support can safely inspect.

What it gives you

Data location, protection status, contents overview, and scoped support bundle.

How to use it

What you needNothing.

Start hereOpen Data Health when checking storage, protection, or support readiness.

  1. Confirm the data location.
  2. Review protection and recovery.
  3. Preview a support bundle before sharing it.
Personal

License, devices, and app lock

Manage installations and protect an open app from casual access.

What it gives you

Activation, devices, key recovery, subscription, Business tier, app password, idle lock, notifications, and Glide settings.

How to use it

What you needActivation for license/device management; app lock is optional.

Start hereOpen License & devices.

  1. Confirm tier and active devices.
  2. Remove installations you no longer control.
  3. Set password and idle timeout when useful.
See the deeper guide
PersonalSignature

Data-at-rest encryption

Seal app-managed files with a computer-bound key or separate passphrase.

What it gives you

Automatic/passphrase mode, unlock, passphrase change, migration recovery, openable copy, and disable path.

How to use it

What you needA recovery plan before passphrase mode.

Start hereOpen Data security and read the recovery tradeoff first.

  1. Choose automatic or passphrase protection.
  2. Store the recovery material.
  3. Verify lock and unlock before removing any openable copy.
See the deeper guide
PersonalSignature

Trust Center

See every network touchpoint and every local fact used to decide what matters.

What it gives you

Cloud touchpoints, local boundaries, routing facts, lit-up tools, quieted facts, restore controls, and safety prompts.

How to use it

What you needNothing.

Start hereOpen Trust Center when a privacy or relevance question comes up.

  1. Review privacy posture.
  2. Inspect facts that made tools relevant.
  3. Confirm, quiet, restore, or clear them.
See the deeper guide
Personal

Ask Glide

Explain the app and concepts without sending the household financial file.

What it gives you

Local check-ins, cloud explanations for typed prompts, page context, visible limits, and optional Anthropic key.

How to use it

What you needInternet only for cloud explanations.

Start hereSelect Ask Glide in the top bar.

  1. Ask what a page or concept means.
  2. Check the disclosure before cloud use.
  3. Use the answer to understand, not as individualized advice.
See the deeper guide
Personal

Feature guides and Help

Find what a feature provides, what it needs, and the shortest path through it.

What it gives you

Catalog-driven feature instructions, concepts, privacy/security help, troubleshooting, FAQ, and human contact.

How to use it

What you needNothing.

Start hereOpen Help & FAQ and search by job or feature name.

  1. Choose a feature guide or topic.
  2. Follow its first action and steps.
  3. Use Feedback when the guide does not answer the situation.
See the deeper guide
Personal

Official sources and plain-English guides

Keep authoritative references beside the planning tools that use them.

What it gives you

Official links, marked third-party explainers, usage guides, and glossary.

How to use it

What you needInternet to open external sources; no financial data is sent with a link.

Start hereOpen Resources or an in-context resource shelf.

  1. Choose the topic.
  2. Read the plain-English guide when useful.
  3. Open the authority and treat it as the final source.
Personal

Find and vet an advisor

Use independent directories and verification tools without a referral-fee relationship.

What it gives you

Fee-only fiduciary directories, BrokerCheck and credential verification, and interview questions.

How to use it

What you needInternet to open external directories.

Start hereOpen Find an advisor from Trust & Data.

  1. Start with a fee-only directory.
  2. Verify the person and firm.
  3. Use the questions before sharing records or signing.
PersonalSignature

Bank Import Helper extension

Capture exports from an enabled bank tab and route them directly to the local app.

What it gives you

CSV/PDF capture, manual drop, last-four routing, held-file retry, popup health, and optional redacted diagnostic.

How to use it

What you needThe sideloaded Chromium extension, enabled bank hostname, and local app.

Start hereInstall the extension and enable only the banks you use.

  1. Download the export as usual.
  2. Check the extension receipt or held state.
  3. Review rows or PDF inside GlidePath before they become official.
See the deeper guide
Print the whole feature receipt67 included capabilities · public catalog v1.24.0
GLIDEPATH MONEYFEATURE RECEIPT · v1.24.0REGISTER: YOUR OWN COMPUTER

Know where you stand

Money State overviewINCL.
Action QueueINCL.
Reports with a purposeINCL.
Weekly digestINCL.
Monthly CloseINCL.
Balance reconciliationINCL.
What GlidePath knowsINCL.

Understand where the money goes

Recently captured inboxINCL.
Cash FlowINCL.
Transaction workbenchINCL.
Transaction healthINCL.
SubscriptionsINCL.
Uncategorized workbenchINCL.
Monthly budgetsINCL.
Spending analysisINCL.
Discretionary spendingINCL.

See everything you own and owe

Accounts and balancesINCL.
Net WorthINCL.
Financial trendsINCL.
Investment holdingsINCL.
Equity and RSUsINCL.
Credit CardsINCL.
Credit HealthINCL.
0% balance transfersINCL.
Loans and mortgagesINCL.

Plan the decisions ahead

Goals and paceINCL.
Retirement StarterINCL.
Retirement plannerINCL.
Backdoor RothINCL.
Solo 401(k) and SEPINCL.
QBI / Section 199AINCL.
S-corp vs. sole proprietorINCL.
HSA plannerINCL.
Tax-loss harvestingINCL.
Decision StudioINCL.
Strategy notesINCL.
Financial Fire DrillsINCL.
Debt payoff simulatorINCL.

Run the side business

Business cockpitBIZ
Schedule C preview and organizerBIZ
Invoices and estimatesBIZ
Business mileage logBIZ
1099 contractor preparationBIZ
Assets and depreciationBIZ
Home-office organizerBIZ
Estimated-tax safe harborBIZ
Accountant-ready handoffBIZ

Organize and protect the household

Financial calendarINCL.
Household and partnersINCL.
Household Vault and Survivor SheetINCL.
Insurance inventoryINCL.
Tax-document checklistINCL.

Bring data in without giving it away

Guided setup and demo householdINCL.
Preferences and displayINCL.
Financial-sites inventoryINCL.
Import CenterINCL.
Payee cleanup rulesINCL.
Backups and restoreINCL.
Data HealthINCL.
License, devices, and app lockINCL.
Data-at-rest encryptionINCL.
Trust CenterINCL.
Ask GlideINCL.
Feature guides and HelpINCL.
Official sources and plain-English guidesINCL.
Find and vet an advisorINCL.
Bank Import Helper extensionINCL.
ITEM COUNT67
DUE MONTHLY$0.00

One purchase, yours to keep — the version you buy keeps working. First year of updates included, then optional $39/yr maintenance. 30-day refund.

The next step

Choose the tier that fits the work.

Personal includes the household, planning, ownership, and data-control capabilities. Personal + Business adds every business card above.

Compare the two tiersRead feature how-tos