Copilot: Track & Budget Money 4+

Spending, investing, net worth

Copilot Money, Inc.

    • Free
    • Offers In-App Purchases

Screenshots

Description

* 2023 App Store Awards Finalist *
for "Simplifying Personal Finance"

“Stand Out” - WIRED
“An app that I love and use on my iPhone” - MKBHD
"The future of personal finance" - Apple App Store

Meet Copilot Money, your new smart money companion.

It’s not just an app. Copilot Money is the 24/7 personal finance tracker that has your back, just like a good copilot should. Seamlessly monitor your spending, track your investments, and budget like a pro. We're a subscription-based service committed to safeguarding your financial data, not selling it. We offer a 1-month free trial for you to give it a try and see how much the app changes the way you see your money. Copilot Money is available on iOS and on the Mac.

Why Copilot Money?

• Privacy and Safety First: Your privacy is our priority. We safeguard your data with bank-level security and never sell it.

• All-In-One Finance Tracker: Bring together all your accounts in one place for a comprehensive view of your financial life. Connect over 10,000 institutions (including Venmo, Coinbase, Amazon, and your Apple Card Statements). No limits.

• Easy Budgeting: Copilot uses your spending habits to create realistic, adaptive budgets.

• AI-Powered Insights: Our machine learning categorizes transactions for powerful insights into your spending.

• Subscription Tracking: Stay on top of your recurring payments with ease. The app even finds the ones you forgot about.

• Investments: See your investments’ performance across all of your connected accounts, and benchmark yourself against key indicators.

• Custom Notifications: Choose the updates you want to see. Stay informed, not overwhelmed.

• Dark Mode and Widgets: Customize your experience with light or dark mode and quick-glance home screen widgets.

• Best-in-Class Support: Navigating finances can be complicated. Our dedicated support team is ready to help you every step of the way.

Join the Copilot Money community today and see for yourself what Copilot can do for you.

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 3.5.31

In this update:

• New! You can now import your transactions from Mint. If you already have a Copilot account you can start this process through the settings menu.
• Other various performance improvements and bug fixes.

Ratings and Reviews

3.6 out of 5
66 Ratings

66 Ratings

Corder94 ,

5 Stars for Current Features / 4 Stars for Features in Progress

I debated whether to go with 4 or 5 stars because there are a lot of great ideas in the Feature Request section of the app. I hope that many or all of those features are coming soon.

I decided to go with 5 stars overall because the features that are available now are oustanding. Comparing feature by feature to other apps Copilot wins.

I am going with a year subscription and hope the addition of new features over the next year pushes this to 5 stars for available features also...

JoaoMTx ,

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.

TiberiusTesla ,

Account Integration Issues: Beware

I was looking for a Mint alternative about 1 year ago. I came across Copilot and definitely enjoyed it. Then my bank switched and the way copilot interacts with banks is via a 3rd party finance business called Plaid. For over 3 months my bank couldn't connect to Plaid so copilot could not get my info. What a poor business model to be reliant on one financial institution for exchange financials. I have read that small / region banks also do not talk nicely to Plaid so copilot is useless with them too. Other competitors such as Monarch Money use 2 or 3 financial companies (Plaid, Finicity and one more I forgot the name of). Great for when Plaid lets you down. Quicken someone just connect with banks directly. Rocket money does the same. Ultimately I left copilot due to this glaring issue where my bank wont connect so budgeting is useless. I went to quicken Simplifi. Its also 1/3 of the price. Almost $100 for copilot a year is a lot for an app that is suppose to save me money....cool app, lots of customization, AI is nice...but if you cannot tell me the balance in my checking accout whats the point. Also they refused to refund my money so thats why I am writing a review.

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

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