GLIDEPATH MONEY
The signature loop
- Money State* INCL.
A dated brief of where you stand — not another dashboard.
- The Monthly Close* INCL.
See what changed. Do one thing. Be done.
- Past Closes* INCL.
Every month's official state, kept.
- Future Echo INCL.
Where today's pace lands — an echo with sources, not a forecast show.
- Fire Drills INCL.
Rehearse the bad month before it happens.
- Action Queue INCL.
Fewer, truer nudges — and they clear themselves.
- Receipts everywhere* INCL.
Every number answers: where from, how fresh, what's next.
The everyday workbenches
- Transactions workbench* INCL.
Where every dollar moves — with the records behind it.
- Month budgets* INCL.
Pick the month, see the actuals, choose what carries forward.
- Reports, job-first* INCL.
Pick the job, not the menu — any number opens its rows.
- Saved reports INCL.
Your filters, kept — with a live match count.
Planning depth
- Retirement Monte Carlo* INCL.
A thousand lifetimes, run on your own machine.
- Tax Valley + Roth windows* INCL.
Find the low-tax years hiding between retirement and RMDs.
- Social Security timing* INCL.
62, 67, or 70 — see where the totals cross.
- ACA bridge* INCL.
Price the healthcare years before Medicare.
- 0% balance transfers* INCL.
Make a promo deadline hard to miss.
- Cash flow + protected floor INCL.
Know what's truly spendable.
Your numbers, your way in
- Four on-ramps* INCL.
CSV, browser extension, PDF statements, or by hand — each with a receipt.
- Import preview + review* INCL.
Nothing saves until you've seen it.
- Quick-start + demo household* INCL.
One file or a few balances gets your first Money State.
Self-employed + equity
- Schedule C pack* BIZ
From transactions to Line 31, on your own machine.
- Depreciation, mileage, invoices, 1099 prep* BIZ
Hand your CPA a clean pack, not a shoebox.
- RSU + equity tracking* INCL.
Grants, vests, and the tax bill at vest — one ledger.
- Holdings + prices* INCL.
Only ticker symbols ever leave your machine.
Ownership + trust
- Local-first, no bank linking* INCL.
Your data stays yours.
- At-rest encryption* INCL.
Your files, sealed with your key.
- Household Vault INCL.
The folder your family hopes you kept.
- Buy-once license* INCL.
The version you bought keeps working.
- Plain-file export* INCL.
Leave anytime, with everything.
- Glide helper* INCL.
Explains the concepts. Never sees your numbers.
- Backups + app lock* INCL.
Boring, dependable safety nets.
Household organization
- Subscriptions* INCL.
Every renewal, seen coming.
- Card perks INCL.
Annual fee versus what actually posted.
- Insurance, tax docs, sites + calendar INCL.
The household's paper trail, in one place.
- Accounts + balances view INCL.
Every account, every as-of date, one page.