Copilot: Track & Budget Money 4+
Spending, investing, net worth
Copilot Money, Inc.
-
- Free
- Offers In-App Purchases
Screenshots
Description
2024 Apple Design Award Finalist
“An app that I love and use.” - MKBHD
"The future of personal finance" - Apple App Store
Clear, beautiful, trusted. Copilot Money is the app that makes money simple.
Copilot gives you incredible clarity into all your accounts, plus smart ways to categorize, budget, view your recurring subscriptions, and more. And without all the “work” of Mint and others, since Copilot learns to auto-categorize your spending — while keeping your data safe with bank-level security.
Copilot is on your side, in a world where banks and other apps are trying to sell you, not help you. It’s a paid subscription, which means we’ll never show you ads for credit cards you don’t need, or sell your data to others. And you can chat with us anytime about questions, and even feature requests. Let’s reclaim our financial data together!
Try Copilot free for one month.
It’s the best money you’ll ever spend!
Key features:
• Safe & Secure: We safeguard your data with bank-level security.
• All in One: Connect over 10,000 institutions, including Venmo, Coinbase, Amazon, and Apple Card — and see the big picture across it all.
• Best-in-Class Support: Navigating finances can be complicated. Our dedicated support team is ready to help you every step of the way.
• Adaptive Budgets: Copilot uses your habits to create and tweak realistic budgets for you.
• Cash Flow: Visualize how you're doing in three key areas — income, spending, and net income. Easily compare and see trends.
• AI Categorization: Thousands of transactions, automatically categorized.
• Subscription Tracking: Stay on top of your recurring spending. Even things you forgot!
• Investments: View performance, and even benchmark against market indexes.
• Custom Notifications: Stay informed, not overwhelmed, on overdraft fees and more.
• Dark Mode & Widgets: Customize your experience with Copilot!
Learn more at https://www.copilot.money
Terms of Service: https://www.copilot.money/terms_of_service
Privacy Policy: https://www.copilot.money/privacy_policy
Copilot Money currently works with US financial institutions only.
What’s New
Version 4.5.1
In this release:
• New: See which connections need your attention. To make it easier for you to see which connections need to be re-verified and to know when there are new accounts available, the Accounts tab now has a new section at the top that helps you stay on top of things.
• New: Cash Flow section. We're excited to launch a brand-new feature designed to give you deeper financial insights. The Cash Flow section lets you compare your income, spending, and net income over various time frames. Dive into new charts to see how your financial habits stack up month-to-month or even week-to-week.
• New Integration: We worked directly with Public on a direct integration that gives you close to real-time updates on your portfolio.
• Fixed: A few minor bugs.
Ratings and Reviews
Editors’ Choice
With elegant graphs and an interface that’s a genuine joy to use, Copilot helps you visualize exactly where your money is going; its smart algorithms, driven by machine learning, are especially adept at automatically categorizing transactions. Neat trick: The app scours your transactions to uncover recurring charges you might be overlooking.
I usually don't take the time to write reviews, but...
So far, Copilot has been a life changer for me! Mind you, I have only been using it for a week, and I haven't used all of its features, but this piece of software is definitely for people like me who don't follow their expenses and dread the tax returns period! Copilot is crazy easy to set up, the dashboard gives you a great overview of what matters the most, you can edit, create, modify your categories (I strongly suggest that you follow the same categories as the IRS), you can connect all of your accounts, including your savings accounts in no time, and this little feature that allows you to click on an expense and Copilot retrieves all similar expenses so that you can add them to the same category and add tags is amazing! And it works both on iPhone and Mac! It almost makes it fun to do your taxes!
NOT recommended
Although it initially seemed promising, Copilot soon fell off of grace with constant syncing issues with my AMEX bank accounts dragging for months. The support team is friendly but couldn't do more than gaslight me and finger-point at Plaid and Google, apparently the backbone of the whole app, and ignored reported issues like years-long deleted account registries and other syncing issues. Ignoring problems and complaints is not an acceptable solution. Other than category logging, the usual reports, trends, reminders, and forecasts are missing. The iOS and Mac OS apps are buggy with input lag, unresponsiveness, and sometimes even reverting transactions and other actions without an apparent reason. Manual accounts do not allow for retroactive registry logging, causing persistent erroneous analyses and reports (like loan accounts, for example). Although it has a fresh, visually neat, hands-off approach to finance tracking, it is a shallow application lacking basic features and unreliable tracking of my bank accounts. With a new subscription price over $90, it is impossible to recommend Copilot compared to the competition's feature set and prices. Unfortunately, I wasted a full-year subscription to learn this in the first person. I hope this helps you avoid the mistake I made.
Events
App Privacy
The developer, Copilot Money, Inc., indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Financial Info
- Location
- Contact Info
- User Content
- Identifiers
- Usage Data
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
- Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Information
- Seller
- Copilot Money, Inc.
- Size
- 84.7 MB
- Category
- Finance
- Compatibility
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- iPhone
- Requires iOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Mac
- Requires macOS 12.0 or later.
- Apple Vision
- Requires visionOS 1.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © 2019-2024 Copilot Money, Inc.
- Price
- Free
- In-App Purchases
-
- Yearly subscription $95.00
- Monthly subscription $13.00
- Yearly subscription $95.00
- Copilot Subscription $13.00
- Monthly subscription $13.00
- Monthly subscription $13.00
- Copilot Subscription $13.00
- Copilot Subscription $13.00
- Copilot Subscription $13.00
- Copilot Subscription $13.00