GlidePath Money — Bank Import Helper

Capture bank CSV exports and PDF statements directly to your local GlidePath Money install. No aggregator, no remote data.

GlidePath Money is a desktop personal finance app that lives on your own computer. This extension is the bridge: when you click "Download transactions" or "Download statement" on your bank's website, the extension catches the file and hands it directly to your local GlidePath install — without sending it through any third-party server. WHAT IT SUPPORTS - Auto-capture for Chase, American Express, Citi, and Bank of America — both CSV transaction exports and PDF statements - Opt-in capture for more banks (Discover, Capital One, Wells Fargo, and others) — enable each from the extension's Settings page, and your browser prompts for access to that one site; nothing is granted until you turn it on. Newly enabled banks capture your CSV/spreadsheet exports; if a bank's format needs a tweak, the file still lands and you finish it in one step on the Import page - Manual upload for any other bank: drop your CSV into the extension popup, and it routes to your local app the same way — the guaranteed fallback for anything not auto-captured - Self-healing capture: if you download a file while GlidePath isn't running, the extension holds it and imports it automatically the next time the app is open (held up to a week), so a closed app doesn't cost you the export - A green checkmark on the toolbar icon when you're on a bank you've enabled, so you can see capture is active before you download WHAT MAKES THIS DIFFERENT - No aggregator account. The extension does NOT use Plaid, Yodlee, MX, or any other aggregator. Your bank login credentials never leave your browser. - Your financial data goes to your machine, not our servers. Captured CSV and PDF files go directly from your bank tab to your local GlidePath Money install. We never receive your transactions. (One fully optional exception, off by default — the "Help improve bank support" diagnostic described in PRIVACY below — sends only redacted column names and a value-stripped URL, never your data.) - Works with your local app. The extension is a pipe between your bank and your computer. If GlidePath Money isn't running when you export, the file waits in your browser's own local storage and imports automatically when the app is back (up to 25 files, up to a week, clearable from the popup) — it never goes to a GlidePath server. HOW IT WORKS 1. Install GlidePath Money on your Mac or Windows PC (from glidepathmoney.com) 2. Install this extension 3. Visit your bank, download a CSV or statement as you normally would 4. The extension catches the file and POSTs it to localhost:5000 — your own machine, your own data 5. GlidePath Money imports it using the same format detection it uses for manual CSV uploads 6. After a successful capture, GlidePath shows a confirmation notification — click it to open the in-app "Recently captured" review hub, where you can confirm exactly what imported and tidy up any duplicates REQUIREMENTS - GlidePath Money installed and running on the same computer (Windows or Mac) - A supported bank for auto-capture, or any bank for manual upload via the popup PERMISSIONS We request the minimum set of permissions needed for capture: - "downloads" — to read filenames so we can auto-route by account last-4 - "storage" — to remember your local-app URL and a couple of settings, and to briefly hold a capture if the app is closed - "activeTab" — to log which bank page each capture came from - "notifications" — to show import confirmations - "webRequest" — to catch the original download URL when banks pre-cache the file before our content script runs - "scripting" — to turn on capture for an extra bank only when you enable it in Settings - "alarms" — to retry a held capture shortly after the app comes back online (runs only while something is queued) - Host permissions on chase.com, americanexpress.com, citi.com, and bankofamerica.com — only for the banks we auto-capture by default Banks beyond those four are listed as OPTIONAL host permissions — they're not granted until you opt in. PRIVACY This extension does not collect, transmit, or store personal data on any server we control — with one fully optional, off-by-default exception. If you turn on the "Help improve bank support" setting, then only when a download can't be auto-matched, the extension sends a redacted diagnostic to api.glidepathmoney.com: the CSV column names plus the download URL with every value stripped, and the browser/extension version. No transaction rows, amounts, balances, account numbers, filenames, or anything identifying you is ever sent, and never on a successful import. The full privacy policy is at glidepathmoney.com/privacy. OPEN SOURCE The extension source is on GitHub (link in the homepage URL) so you can audit exactly what it does. Local-first deserves to be auditable. QUESTIONS hi@glidepathmoney.com