Freedom251 › Personal Finance Software
GlidePath Money
What GlidePath Money is
GlidePath Money is a desktop financial-planning app that brings Schedule C side-business income into a household plan using local files. It includes budgeting, bill tracking, net-worth tracking, and report export, while account synchronization is manual. Personal planning offers retirement Monte Carlo simulations, Roth conversion planning, Social Security scenarios, ACA bridge modeling, and tax-related tools. Personal + Business adds invoice creation, Schedule C and Schedule SE estimates, 1099 preparation, mileage tracking, depreciation, and an accountant pack. Imports can use CSV, tab-delimited, Excel Workbook, and supported PDF files, and no bank-login connection is required. A browser extension supports exports from Chase, American Express, Citi, and Bank of America. The software runs through an extension and on Linux, macOS, and Windows. Financial files stay on the user’s computer by default. Personal costs $129 a month; Personal + Business costs $199 a month.
Who it suits
It suits households and newcomers, including people with freelance, 1099, or side-business income. Users comfortable with manual imports and local financial files may appreciate its planning approach.
What it does well
- Combines household and Schedule C planning
- Includes retirement and tax-related planning tools
- Imports CSV, Excel, tab-delimited, and PDF files
- Financial files stay on the computer by default
- Offers a 30-day money-back refund
What to know first
- No free plan or free trial
- Account synchronization is manual
- No Firefox extension
- Brokerage positions-file import is not supported
Plans
| Plan | Billed and limits | Price |
|---|---|---|
| Personal | One-time license; first year of maintenance included; optional single $39 payment for another year · 3 device installs · Windows 10/11, macOS, Linux | $129, paid once |
| Personal + Business | One-time license; first year of maintenance included; optional single $39 payment for another year · 6 device installs · Windows 10/11, macOS, Linux | $199, paid once |
| Maintenance renewal | Optional single payment for another year; no automatic charge · Keeps eligible updates, support, and online extras current | $39 a year |
As glidepathmoney.com lists them, read 12 Oct 2026. The maker's own page has the final word.
Verdict
GlidePath Money combines household budgeting with detailed side-business planning and local data storage. Its paid plans, manual synchronization, and browser-extension limits should be weighed against the included planning and business tools.
Facts from GlidePath Money's own pages
- Account sync
- manual · glidepathmoney.com, 23 Sept 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
- 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
- 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
- Bill tracking
- Yes · glidepathmoney.com, 23 Sept 2026
- Budgeting tools
- Yes · glidepathmoney.com, 23 Sept 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
- 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
- Founded
- 2019 · glidepathmoney.com, 19 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
- Free plan
- No · glidepathmoney.com, 23 Sept 2026
- Headquarters
- Illinois, United States · glidepathmoney.com, 19 Oct 2026
- Net-worth tracking
- Yes · glidepathmoney.com, 23 Sept 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
- 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
- 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
- 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
- Refund
- Purchases have a 30-day money-back refund, which the pricing page describes as no-questions-asked. · glidepathmoney.com, 12 Oct 2026
- Report export
- Yes · glidepathmoney.com, 23 Sept 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
Where GlidePath Money stands on Freedom251
- Personal Finance Software#162 of 181