Tech riderRev. 12 Oct 2026
  1. 1Runs onBrowser, Linux, Mac, Windows
  2. 2Costspaid from $3.25/mo
  3. 3Budgeting toolsYes
  4. 4Bill trackingYes
  5. 5Net-worth trackingYes
  6. 6Account syncmanual
  7. 7Report exportYes
7 lines stated Written from the maker's own pages: glidepathmoney.com
The GlidePath Money homepage

Overview

GlidePath Money is ranked #60 of 181 in personal finance software on Specifiction, made by GlidePath Money (Illinois, United States). It runs on Browser extension, Linux, macOS, Windows. There is no free plan. Paid plans start at $3.25/mo.

GlidePath Money plans and pricing

All plans
Personal $129/mo First year of maintenance included; optional one-time $39 for another year Install on 3 devices glidepathmoney.com · 23 Sept 2026
Personal + Business $199/mo First year of maintenance included; optional one-time $39 for another year Install on 6 devices glidepathmoney.com · 23 Sept 2026
Maintenance renewal $39/yr Optional single payment for another year; no automatic charge Keeps eligible updates, support, and online extras current glidepathmoney.com · 12 Oct 2026
Personal $129 once One-time license; first year of maintenance included; optional single $39 payment for another year 3 device installs · Windows 10/11, macOS, Linux glidepathmoney.com · 12 Oct 2026
Personal + Business $199 once One-time license; first year of maintenance included; optional single $39 payment for another year 6 device installs · Windows 10/11, macOS, Linux glidepathmoney.com · 12 Oct 2026

Compared on personal finance software

Free plan
Noglidepathmoney.com
Budgeting tools
Yesglidepathmoney.com
Bill tracking
Yesglidepathmoney.com
Net-worth tracking
Yesglidepathmoney.com
Account sync
manualglidepathmoney.com
Report export
Yesglidepathmoney.com

Facts

Purpose
GlidePath is a desktop financial planning app that brings Schedule C side-business income into the household plan using local files.glidepathmoney.com · 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 · 12 Oct 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 · 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 · 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 · 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 · 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 · 12 Oct 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 · 12 Oct 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 · 12 Oct 2026
Support
The first year of maintenance includes support, and email support pauses if maintenance is not renewed.glidepathmoney.com · 12 Oct 2026
Refund
Purchases have a 30-day money-back refund, which the pricing page describes as no-questions-asked.glidepathmoney.com · 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 · 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 · 12 Oct 2026
Advice limits
The maker describes GlidePath as an educational and informational tool, not personalized financial, tax, investment, or legal advice.glidepathmoney.com · 12 Oct 2026

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Sources