GlidePath Money
The facts below are what the maker publishes about GlidePath Money, checked and dated. Our editors have not written about it yet.
Plans and prices
From GlidePath Money's own pricing page, checked 12 Oct 2026.
| Plan | Price | What it gives you |
|---|---|---|
| Maintenance renewal | $39 a year | Keeps eligible updates, support, and online extras current · Optional single payment for another year; no automatic charge |
| Personal | $129, paid once | 3 device installs · Windows 10/11, macOS, Linux · One-time license; first year of maintenance included; optional single $39 payment for another year |
| Personal + Business | $199, paid once | 6 device installs · Windows 10/11, macOS, Linux · One-time license; first year of maintenance included; optional single $39 payment for another year |
The facts
Each one read from GlidePath Money's own pages, with the date it was checked.
What it does
- Account sync
- manualchecked 23 Sep 2026
- Advice limits
- The maker describes GlidePath as an educational and informational tool, not personalized financial, tax, investment, or legal advice.checked 12 Oct 2026
- Audience
- The maker describes the product as built for households and newcomers, including people with freelance, 1099, or side-business income.checked 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.checked 12 Oct 2026
- Bill tracking
- Yeschecked 23 Sep 2026
- Budgeting tools
- Yeschecked 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.checked 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.checked 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.checked 12 Oct 2026
- Net-worth tracking
- Yeschecked 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.checked 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.checked 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.checked 12 Oct 2026
- Refund
- Purchases have a 30-day money-back refund, which the pricing page describes as no-questions-asked.checked 12 Oct 2026
- Report export
- Yeschecked 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.checked 12 Oct 2026
- Support
- The first year of maintenance includes support, and email support pauses if maintenance is not renewed.checked 12 Oct 2026
The company
- Founded
- 2019checked 19 Oct 2026
- Headquarters
- Illinois, United Stateschecked 19 Oct 2026
Money
- Free access
- Explore mode opens a fictional demo household without a license key, account, or email, while activation of the app requires a license.checked 12 Oct 2026
- Free plan
- Nochecked 23 Sep 2026
- Planning
- Personal includes retirement Monte Carlo simulations, Roth conversion planning, Social Security scenarios, ACA bridge modeling, and tax-related tools.checked 12 Oct 2026
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