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GlidePath Money

GlidePath Money · Illinois, United States · founded 2019

Plans and prices

Maintenance renewal

$39a year

Keeps eligible updates, support, and online extras current

Personal

$129one-time

3 device installs · Windows 10/11, macOS, Linux

Personal + Business

$199one-time

6 device installs · Windows 10/11, macOS, Linux

Every plan, in full

On the record

Account sync
manualglidepathmoney.com · read 23 Sep 2026
Advice limits
The maker describes GlidePath as an educational and informational tool, not personalized financial, tax, investment, or legal advice.glidepathmoney.com · read 12 Oct 2026
Audience
The maker describes the product as built for households and newcomers, including people with freelance, 1099, or side-business income.glidepathmoney.com · read 12 Oct 2026
Bank support
The browser extension supports exports from Chase, American Express, Citi, and Bank of America, with additional banks available through opt-in capture or manual import paths.glidepathmoney.com · read 12 Oct 2026
Bill tracking
Yesglidepathmoney.com · read 23 Sep 2026
Budgeting tools
Yesglidepathmoney.com · read 23 Sep 2026
Business features
Personal + Business adds invoice creation, Schedule C and Schedule SE estimates, 1099 preparation, mileage tracking, depreciation, and an accountant pack.glidepathmoney.com · read 12 Oct 2026
Data import
The app accepts CSV, tab-delimited, Excel Workbook, and supported PDF imports, and its website says no bank-login connection is required.glidepathmoney.com · read 12 Oct 2026
Extension limits
The extension works with Chrome and Chromium browsers including Edge, while the site says there is no Firefox version and brokerage positions-file import is not yet supported.glidepathmoney.com · read 12 Oct 2026
Free access
Explore mode opens a fictional demo household without a license key, account, or email, while activation of the app requires a license.glidepathmoney.com · read 12 Oct 2026
Net-worth tracking
Yesglidepathmoney.com · read 23 Sep 2026
Optional online features
The site says AI categorization, forwarded email parsing, and price lookups are opt-in and explain what information they use.glidepathmoney.com · read 12 Oct 2026
Planning
Personal includes retirement Monte Carlo simulations, Roth conversion planning, Social Security scenarios, ACA bridge modeling, and tax-related tools.glidepathmoney.com · read 12 Oct 2026
Privacy
Accounts, transactions, balances, planning inputs, and projections stay on the user's computer by default; required license and update checks receive license or device metadata, not the financial file.glidepathmoney.com · read 12 Oct 2026
Purpose
GlidePath is a desktop financial planning app that brings Schedule C side-business income into the household plan using local files.glidepathmoney.com · read 12 Oct 2026
Refund
Purchases have a 30-day money-back refund, which the pricing page describes as no-questions-asked.glidepathmoney.com · read 12 Oct 2026
Report export
Yesglidepathmoney.com · read 23 Sep 2026
Security
The maker links a security model and vulnerability disclosure policy, and says Windows and macOS installers are signed and download checksums are published.glidepathmoney.com · read 12 Oct 2026

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