GlidePath Money

Control before automation

A money app for control, not permanent bank access.

GlidePath Money is a desktop-license planning app for people who want financial clarity without permanent bank access. Your data stays yours. GlidePath's value is helping you understand it. Bring in a file, review what changed before it saves, and keep the core financial file on your own computer by default.

30-day refund window · Personal license is $129 · Personal + Business license is $199 · first year of updates included, then $39/yr auto-renews — cancel anytime and your install keeps working

  • No permanent bank-login connection required
  • Review imported changes before saving
  • Windows, macOS, and Linux desktop builds

Why this page exists

For people who want help without handing over the keys.

Many money apps begin with the same move: connect every bank account and let a background feed run. That can be convenient, but it also asks a lot from the user before trust exists.

GlidePath starts from a different habit: bring in a file, review what will change, save only after it makes sense, and use the plan from a file you can back up, inspect, and move.

The monthly money close

Enough structure to stay current. Not another dashboard to babysit.

The product is designed around a loop with an end: review the incoming data, understand the few things that changed, then leave with the next useful action clear.

Review before save

CSVs, spreadsheet exports, and browser-captured bank files go through a review step before they become part of your file.

End the session

A useful money review should have a stopping point. The goal is fewer open loops, not a feed you keep checking.

Real screens, not promises

The page should sell with the product, not with hype.

These are demo-data screenshots from the actual app. They show the shape of the workflow: overview first, deeper planning only when the user asks for it.

GlidePath Money Spending report screen showing category totals and a spending breakdown for a fictional demo household.
Spending becomes a report after the user reviews the data, not a blind synced feed.
GlidePath Money Balance Transfers screen showing a promo balance, days left, monthly clear pace, and payoff progress for a fictional demo household.
Debt timing is visible without turning GlidePath into a card recommendation engine.
GlidePath Money retirement quick read showing the success-probability Outlook, the hardest-10% check, the at-retirement projection, and the spending runway reference for a fictional demo household.
Planning numbers come with context and assumptions, not a black-box score.

The exact privacy boundary

Local-first means local by default, not magic isolation.

This is the promise that can survive scrutiny: the core financial file stays on your computer by default. Required service calls and optional online features are separated and named.

What stays on your machine

  • Your core financial file
  • Imported transactions and account history by default
  • Planning calculations and reports
  • Backups and exports you create

What may go online

  • License and update checks required to run and stay current
  • Optional AI and price refresh if you turn them on
  • Limited transaction fields only when you use AI categorization
  • Cookieless conversion events for high-intent site actions
See the full trust model →

A clear fit test

This is the right kind of friction only if you want the review habit.

Good fit

  • You want a money file you can inspect, back up, and keep.
  • You are willing to review imports instead of trusting a silent sync.
  • You want spending, debt, retirement, and business context in one place, reviewed on your schedule.

Probably not a fit

  • You want every transaction to appear without any review.
  • You want a cloud-first mobile dashboard as the main product.
  • You want the app to choose cards, investments, or tax moves for you.

Start with the real app

Download it, inspect the demo, and decide from the product.

GlidePath is planning software, not a lender, credit-repair service, investment adviser, or tax preparer. It helps you see the numbers and assumptions so your review is clearer.