Copilot: Track & Budget Money

Copilot: Track & Budget Money

By Copilot Money, Inc.

  • Category: Finance
  • Release Date: 2019-08-19
  • Current Version: 3.1.2
  • Adult Rating: 4+
  • File Size: 145.99 MB
  • Developer: Copilot Money, Inc.
  • Compatibility: iOS 15.0+
Score: 4.78
From 6,615 Ratings


Featured by Apple: "The future of personal finance" "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." KEY FEATURES - Securely link an unlimited number of accounts - No ads, and we don't sell your data - A full free month to try it for yourself - A helpful support team you can reach directly through the app - Automatic tracking and categorization of your spending, investments, and recurring expenses - Unlimited custom spending categories and rules - Dark mode and best-in-class widgets - Support for Venmo, Coinbase, Apple Card Statements, Capital One, and 10,000+ other institutions Copilot is a subscription app, try it free for a month and see what the app can do for you! Our yearly subscription ends up being roughly $5.80 per month, $69.99 per year. This allows us to provide a personalized and secure experience and gives you full, unlimited access to the app– no hidden fees, gated features, or ads. Our goal is to build a home for your finances where your satisfaction with the product is the only thing that matters. Copilot is a beautifully designed home for your finances. It automatically tracks your accounts and helps you navigate your finances throughout the month. It also finds and tracks your subscriptions and bills, notifies you when you get paid, and shows you an end-of-month summary that accurately reflects where your money went and how your net worth changed. On Copilot everything is customizable, and you can easily train it to better understand your finances. You can also connect your investment accounts to see your holdings and returns. Do you want to share your Copilot account with a partner? No problem! The app can run on multiple devices at the same time. ► The future of personal finance Copilot uses machine learning to deliver powerful, hyper-personalized insights that help you effortlessly understand and manage how you spend, save, and invest your money. Transactions are organized automatically so they’re as easy to search, sort, and filter as your email inbox. The app uses crowdsourced feedback and machine learning to continuously improve the experience for everyone who uses it. ► All your accounts, in one place Copilot keeps track of all your bank, credit, and investment accounts so you don’t have to– just link them once and we’ll take care of the rest. Do you have an Apple Card? You can import your statements directly from the Wallet app. You’ll receive daily and monthly account summaries for peace of mind and get notified if anything needs your attention. ► Tailor-made budgets without the headache Copilot creates realistic budgets for you based on your actual spending habits and expenses to help keep your spending on track. Recurring bills and subscriptions are automatically detected and included in your budgets, so there’s never any guesswork or end-of-month surprises. You can turn on Budget Rollovers to easily track spending across multiple months. ► With Copilot, you’re in the driver’s seat Choose exactly which notifications you want to receive. Create custom budget categories and name them whatever you want (emojis included). Switch from light to dark mode. The app is designed to adapt to your behavior and preferences over time, and any adjustments you want to make are a simple swipe or tap away. ► Private and safe, as it should be Copilot protects your information with bank-level security and has read-only access from your financial institutions. We treat your personal data like we’d want ours to be treated, which means never selling or sharing it with third parties. Ever. Copilot currently works with US financial institutions only. Learn more at Terms of Service: Privacy Policy:


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Almost there!

Everything BUT the budgeting aspect is great. The budgets are buried under categories and it’s so hard to edit. The categories/budgets are buggy on the macOS desktop. Plus, there are no income categories! And the budget (buried in categories) need to consider income, not just expenses!
By Hizic2012

Truly excellent

Easy to set up. Give you an incredible level of visibility into your financial life. An excellent tool I would highly recommend.

Worth every penny

Life changing finance management app that’s changed everything. I’ve never been in more control of my finances than I am now. Been using for over a year and plan to keep using it forever
By mxmdmfkdkdidkskd

Buggy Garbage

I have tried just about every budget and money tracking app out there. This one is by FAR the hardest to set up, it’s the most confusing, and it’s buggy as could be. I removed all my accounts after an hour and deleted the app. Straight garbage!
By clintmallon

Do not use if you bank with Amex

The app is great and got me to subscribe but overtime it has been plagued with issues with its Amex integration that have rendered the app useless to me from a budgeting / spend tracking perspective. I wish I didn’t pay for a year long subscription.
By Jeeprey

Best budgeting app for iOS by milestones

This app is intuitive, organized, and the perfect combination of both complexity and simplicity. I don’t know what I’d do without it.
By Juan A. Reyes Dias-Aidos

Best personal finance app I’ve ever used

Customer support is outstanding, and the MacOS app is an awesome tool as well
By Jockrock14

So far amazing

So far this is amazing this is the first time I’ve ever actually been on a budget and sticking to it. If you have ADHD this is the oneeee
By Aariepnzi

Best budgeting app I’ve found

I have used all the budgeting apps and most of them don’t make sense to me or are just more work than they are worth. Copilot is the first app that feels valuable and like it is saving me time. The setup is awesome. On boarding is super smooth. It is intuitive and makes sense with the way my mind works. One of my favorite features is the ability to look back at transactions months and years back. It also will analyze those transactions based on your current budget settings so you can review prior months and find transactions much easier than even looking at it thru your banks online portal. Anyways I’m a huge fan! Keep it up!
By Nikki Isaacson Miller

It’s not even close…

Copilot is MILES ahead of any other budgeting app. It’s incredibly intuitive, inherently smart, and amazingly FUN to use. I used to waste so much time on Mint, IHAB and others manually entering details, updating expense categories, etc. and even then the dashboards were atrocious and rarely provided any good insight. Copilot, meanwhile, makes it insanely easy to set, track, and update budgets to meet your goals. It’s SO EASY to make rules for new expenses, set up recurring expenses, etc. and the expense name parsing puts things in the right category >90% of the time. I’ve recommended this app to so many friends who have come to absolutely love it. Plus, the new Mac app takes things to another level. ALSO the support is fantastic - they were even able to recover an account I accidentally deleted. It’s simply unbeatable. THANK YOU for building this app!
By willmandude

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