Everything GlidePath helps you do.

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.

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.

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.

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.

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.

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.

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.

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.

What you needSeveral months of snapshots or transactions.

Start hereOpen Trends after at least two closes or several months of imports.

1. Choose the time window.
2. Find the trend that changed direction.
3. Open related evidence before drawing a conclusion.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

What you needImported transactions and at least one category.

Start hereOpen Category rules from Transaction health, Uncategorized, or Trust & Data.

1. Write the conditions and pick the category.
2. Preview which existing transactions match and which would change.
3. Save, and apply to existing rows only if you choose to.

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.

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.

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.

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.

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.

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.

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.

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.

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.

What you needThe Chromium extension, enabled bank hostname, and reachable GlidePath app address.

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.

What you needOne USD bank or card account per file; investment OFX is unsupported.

Start hereOpen Import and drop an OFX or QFX activity file.

1. Choose destination account.
2. Review locked date, amount, payee, and ID.
3. Resolve source relation and overlap before importing.

What you needAvailable in GlidePath 1.28 or later. English statements in US dollars, up to 16 pages. Windows 11 version 24H2 or newer; macOS 14 or newer on Apple Silicon; Linux with glibc 2.39 or later, kernel 6.2 or later and Landlock enabled (ABI 3 or later). OCR is unavailable when these requirements are not met.

Start hereIn GlidePath 1.28 or later, open a scanned statement from Import or Recently captured, then choose Start local scanned-PDF review.

1. Authorize exact pages.
2. Review every row and direction evidence.
3. Import only explicitly checked rows.