How to Use CSV Exports Without Making a Mess
CSV exports can be a sane alternative to bank-login sync if you preview, map, deduplicate, and keep an import rhythm. Here is the workflow.
Read the guide →Guides
Money decisions, explained without the dashboard fog.
GlidePath guides are for people who want control without linking every bank account: import safely, track the dates that matter, and compare scenarios without pretending software is your advisor.
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Six cornerstone guides: local-first money management, debt cliffs, Monthly Close, RSUs, scenario ripple effects, and CSV imports.
How a Big Purchase Can Ripple Through Retirement
A big purchase does more than lower cash today. It can change monthly cash flow, debt timing, tax assumptions, and retirement projections — sometimes a little, sometimes a lot.
Read the guide →What Is a Monthly Money Close?
A monthly money close is a short household finance ritual: verify balances, import recent activity, catch stale numbers, and make the next month easier to trust.
Read the guide →Personal Finance Software Without Plaid: What You Gain and What You Give Up
A plain-English look at local-first personal finance without bank-login aggregation: the control you gain, the convenience you trade away, and how to keep imports sane.
Read the guide →Most Apps Track the Balance. Here’s How to Track the 0% Cliff.
A practical guide to tracking balance-transfer promo dates, clear-payment math, post-promo APR risk, and why the deadline matters as much as the balance.
Read the guide →Why Unvested RSUs Should Not Be Treated Like Guaranteed Retirement Income
Unvested RSUs can matter a lot, but they are not the same as cash, vested shares, or guaranteed retirement income. Here is a safer way to model them.
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