Review the live brief
Check the changed and quiet lines, the current decision, the freshness boundary, and the modeled runway before making the state official.
The monthly money close
Close the month. Keep the record. Be done.
The Close turns the live brief into an archived official Money State. It keeps the changed, quiet, and decision lines; records the close facts and runway anchors — the months-of-coverage figures later modeled echoes compare against; and leaves every past close available to inspect.
30-day refund window · Personal license is $129 · Personal + Business license is $199 · then $39/yr maintenance after year 1 (auto-renews; cancel anytime and your app keeps working)
- An official dated Money State
- One decision or a dated skip
- Append-only Past closes
Live versus official
A live Money State becomes official when you close it.
Money State can change as files and balances change. The Close gives that moving view a dated boundary: this is the state you reviewed and archived.
Re-closing does not rewrite the earlier record. It appends another close, so later comparisons can show which brief was official at each point in time.
How the close works
Review the brief, record the call, archive the state.
The Close does not invent a second summary. It preserves the Money State you just reviewed and adds the close facts that make the record useful later.
Record one decision or skip
Save the decision from this close, or record that no decision was needed. Either result stays dated and explicit.
Archive the official state
The archive keeps changed, quiet, decision, and close lines plus runway anchors. A completion mark records this close; it is not a streak score.
Real screen, fictional data
The archive controls sit beside the close record.
This screenshot comes from the shipped app running against an isolated fictional demo household. It shows the Close and the browsable history it creates.
A clear fit test
This is for people who want to finish, not refresh.
Good fit
- You want a short, repeatable money review with a real ending.
- You would rather check in monthly than watch a live feed all day.
- 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 automatically with no 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
Open the demo and run one close.
GlidePath is planning software, not a lender, credit-repair service, investment adviser, or tax preparer. It helps you see what changed and the assumptions behind the numbers so your review is clearer — you stay in control of every decision.