Daily money
The day-to-day rhythm of using GlidePath — categorizing transactions, importing a month from your bank, finding a charge you remember but can't see. The boring, useful stuff.
- BeginnerBuild a monthly budget from the spending you actually haveHow to set a month-specific plan, read actuals and pace, and carry a remainder forward without changing the transactions underneath it.
- BeginnerCategorize a month of transactions without losing your mindHow to turn a stack of uncategorized transactions into a useful month, in about 15 minutes. Built around the rules engine so you only do the work once per merchant.
- BeginnerFix one wrong transaction category without changing the right onesUse Transaction Health to narrow a category mismatch to the exact matching rows, correct only the outlier, and verify what changed.
- BeginnerTrack a subscription so it can't roll over to full price without warning youLog a Walmart+, Sirius XM, NYT, or free-trial subscription with its promo end date and GlidePath will warn you 30 days before the rollover to full price. This walks you through it.