1
Where am I today?
See your accounts, spending progress, goals, and monthly status in one dashboard.
See your accounts, spending progress, goals, and monthly status in one dashboard.
Categorize transactions, build budgets, automate cleanup, and understand spending patterns.
Project upcoming balances using recurring bills, income schedules, planned expenses, and calendar events.
ClearPath keeps the core workflow close to what households actually do: clean up transactions, build budgets, watch progress, and look ahead before a tight month surprises you.
Category budgets tied directly to your transactions.
Split purchases, automate categories, and clean up merchants.
Forecast future cash balances and upcoming expenses.
Detect recurring subscriptions and find cancellation resources.
Monitor savings goals and debt payoff progress.
Invite a spouse or partner with separate logins and permissions.
Review cash flow history and monthly patterns.
Explore payoff scenarios with amortization schedules.
Many people know they should budget.
What creates stress isn't usually today's spending.
It's wondering:
ClearPath Finance was built to help answer those questions with practical tools and clear visibility.
Basic keeps the everyday money tools affordable. Plus adds forward-looking planning. Premier adds AI-supported education and long-range planning.
For households that want budget visibility without a high monthly cost.
For households that want to actively plan upcoming cash movement.
For households that want AI-supported education and long-term planning context.
Money affects the entire household. ClearPath lets spouses and partners share visibility while maintaining separate logins and permissions.
ClearPath focuses on everyday household finances. It does not provide investment, tax, or legal advice.
Instead, it helps households organize information, understand spending, and plan ahead with more confidence.
For support, privacy or data requests, billing questions, or security concerns, email ClearPath Finance directly.