Copilot: Track & Budget Money

Description

Apple Design Award Finalist, 2024 "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. Now available for iPhone, Mac, iPad and Web. Copilot gives you incredible clarity into all your accounts, plus smart ways to categorize, budget, save, 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. • Savings Goals: Associate any account and transaction to count towards your goals. • 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.

Recent Reviews

• ★★★★★Steele H.

  Wow!

  Very nice wow

• ★★★★★vavavav1111

  Unable to connect to Robinhood

  Can’t connect to Robinhood after update

• ★★★★★kkysl1199

  Many syncing issues

  I have been using this app since late last year. Still, there are various syncing issues consistently. For example, the current one is that the transactions of my bank accounts from jan to April are not showing which distorts my finance picture significantly. Also, when I reached out for customer service (only chat box available no call) has been slow and quite often cannot solve the problem that I had to give up. Given the price, they should do better in my opinion. Finance tracking is about accuracy.

• ★★★★★lil.wen

  Mostly love, sometimes glitchy

  Love that it’s a native iOS app and not another web-based money app. It’s not really a budgeting app in the strict zero-based-budgeting way but it’s more of a money tracking and forecasting method of budgeting app. Great for conveniently searching up prior purchases and keeping tabs on where my money went but sometimes it double counts certain transactions and that throws things off, showing that I’m over-budget in certain categories when it’s really that the app was glitchy. Overall, would recommend for general money tracking/forecasting but for strict budgeters may want to use this along with a zero-based budget app like YNAB

• ★★★★★Fin Fan Five

  Amazing personal finance tracker!

  I’ve been using this app for almost a year now and love it. It makes it super easy to see all of my transactions across credit cards, Venmo, and investment accounts in one spot and I love being able to categorize transactions and set a budget for each category. One additional feature I would really like to see my save rate on the cash flow page. I can do some math to calculate it based on my income and expenses, but having the percentage listed (maybe with a pie chart to show the percentage saved of my total income) would be amazing. Save rate is talked about a lot in personal finance blogs/podcasts I’m sure a lot of users would appreciate the feature as well.

• ★★★★★I love A2Z

  Seeing bugs but no solutions for a long time

  The app has terrible issues where my reviewed transactions are lost and having trouble connecting to Fidelity. The customer service team is unprofessional and providing no support or remedition.

• ★★★★★Random()

  Can’t categorize manual entries

  Not being able to add categories to manual entries is nonsense. Can’t get accurate view.

• ★★★★★BeamerDude

  Decent app but no transaction matching?

  I thought the app was pretty good, but it lacked a very basic but essential feature - transaction matching. Huge deal breaker for me! I wasn’t about to sit there and delete duplicate transactions every week. What a nightmare! To be honest, I was about to cancel my Quicken subscription, but quickly realized that Copilot Money fell short. It’s really too bad and very disappointing.

• ★★★★★alfw

  It’s a web page

  Not a macOS app

• ★★★★★Shortreach

  Simplifies Money Management

  Intuitive Set up and all the features needed. Ive tried MANY money management tools and as a former user design & support contact, I’m aware of how difficult it is to program something complex yet make it work seamlessly for all user levels. If the app stays this reliable and safe, I’m a customer for life.