Copilot: Track & Budget Money

Apple Editor's Choice. Apple Design Award Finalist.

"Made the jump from Mint years ago and never looked back. Run, don't walk." -App Store review

"An app that I love and use." -MKBHD

Available on Web, iPhone, Mac, and iPad.

Copilot Money is a personal finance app built to help you navigate your finances with confidence. Track spending, budgets, investments, and net worth all in one beautifully designed place. It’s powered by smart automation and built with privacy at the center. We never sell your financial data or show ads.
This app is a great fit whether you like to check your finances daily or only once in a while. Copilot Money brings every corner of your financial life into one place. No more switching between five banking apps. The award-winning design makes it all feel clear instead of chaotic. However you like to engage with your money, it's easy to stay on top of it without the stress.
Ditch the spreadsheets and try it free for one month!

KEY FEATURES

• All-in-one view: Connect to tens of thousands of financial institutions, including direct integrations with Venmo, Apple Card, and Coinbase.

• Auto-categorization: Copilot Intelligence handles your transactions automatically and learns your habits over time.

• Smart budgets: Adaptive and fully customizable to how you actually spend.

• Subscription tracking: Every recurring charge, including the ones you forgot about.

• Savings goals: Set goals, link accounts and transactions, and track your progress.

• Cash flow: Visualize income, spending, and net income across time to spot trends early.

• Investment tracking: View performance, intra-day updates, and benchmark against market indexes.

• Custom alerts: Notifications for overdraft fees, unusual spending, paydays, and more.

• Human support: Real people in-app, ready to help when you need it.

• Bank-level security: Your data is protected end-to-end.

• Cross-device sync: Access your account via Web, iPhone, Mac, and iPad.

THE BASICS

• Pricing: Monthly or annual subscription with a 1-month free trial

• Platforms: Web, iOS, macOS, and iPadOS

• Institutions supported: 10,000+, US only

• Rating: 4.8 stars, 30,000+ reviews

• Awards: Apple Editor's Choice in Personal Finance, Apple Design Awards Finalist 2024, Apple Must-Have Finance Apps, Webby Award Winner

• As featured in: The New York Times, TechCrunch, The Verge, Forbes

Learn More: copilot.money

Privacy Policy: copilot.money/privacy_policy

California Privacy Policy: copilot.money/california-privacy-notice

Terms of Service: copilot.money/terms_of_service

Copilot Money works with US financial institutions only.

In this release:

New

• Transaction totals now work with selections, too. Multi-select transactions to see their running total in the summary card, along with taking bulk actions.
• Browse and view your past Month in Review and Year in Review reports right from the Transactions filters.

Improved

• Faster Transactions search, and a clearer message when nothing matches
• Updated styling in Transaction search for easier-to-read text

Fixed

• In Cash Flow, the net income sheet loads smoothly even when you have a lot of recurrings
• Tags now show on older transactions
• Header gradient snaps back in place when it's close to the top
• Other bug fixes and performance improvements