Coming from Monarch, Simplifi, or Quicken?
Bring your money history. Own it once.
You don’t have to start over to leave a monthly subscription. Export your transactions to a CSV, drop the file into GlidePath, and preview every row before it saves. You pay once, the app runs on your own computer, and your financial file stays local by default.
The same move, whichever app you’re leaving.
Monarch, Simplifi, and Quicken all let you export your transactions. GlidePath imports that file the careful way: it maps the columns, remembers the format, and shows you a preview before a single row changes. Nothing is “migrated” behind your back.
Export there, import here.
From Monarch
In Monarch, export your transactions to CSV from the Transactions page. Drop the file onto the Import screen; the column mapper handles Monarch’s date, amount, and category columns and remembers them for next time.
From Simplifi
Simplifi exports transactions to CSV from its reports. Bring that file in the same way — map once, and GlidePath keeps the mapping so future exports import without fuss.
From Quicken
Quicken can export a register or report to CSV. Import it the same way. (Old Quicken .QIF/.QFX files vary by version, so a CSV export is the most reliable path — and the one you can actually read before it saves.)
Why preview-before-save matters when you migrate.
Exports are messy. Sign conventions flip, columns get renamed, and a re-export can overlap dates you already brought in.
Before anything saves, GlidePath shows the destination account, the date range, the rows that will be added, the duplicates it will skip, and a sample of what it read — so a year of someone else’s history lands as your known-good data, not a guess. If something looks wrong, you stop before saving.
The honest tradeoff.
Buy-once and local-first means no aggregator quietly syncing in the background.
With subscription apps, transactions appear on their own — the cost being a third party that, depending on your bank, holds your credentials or an access token and syncs your transactions on its servers. With GlidePath you do a one-click capture through the browser extension, or drop in a CSV every week or two. A little more hands-on — and in exchange you own the app, and nobody holds your bank credentials.
You’re not just leaving — you’re upgrading the planning.
Most trackers stop at “here’s what you spent.” GlidePath also does the forward-looking math: retirement Monte Carlo, your Tax Valley and Roth-conversion window, 0% balance-transfer countdowns, RSU and equity-comp tracking, and a plain-English helper that explains the numbers behind your plan — framed as scenarios to weigh, never as advice. See the planning depth →
Leave the subscription treadmill.
$129 one-time for Personal, $199 for Personal + Business. Bring your old export, keep your history, and own the app. 30-day refund if it isn’t for you.
GlidePath shows you the math — for your specific situation, talk to a fiduciary advisor or CPA.