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Copilot: Track & Budget Money

Stop guessing. Copilot grants immediate clarity across all your accounts, transforming financial chaos into confident control.

Finance & Crypto ›

Key Figures

Downloads

1M+

User Rating

4.8/5

Total Ratings

28.0K

Publisher

Copilot Money, Inc.

An Analytical Overview for the Discerning User

Copilot: Key Financial Management Features

Secure Data Protection

The app safeguards user data with bank-level security protocols, ensuring maximum protection for sensitive financial information.

Automated Transaction Categorization

This tool automatically categorizes thousands of transactions, significantly reducing manual effort and streamlining financial tracking for users.

Consolidated Account Aggregation

It allows users to connect over 10,000 financial institutions, including diverse platforms like Venmo, Coinbase, Amazon, and Apple Card, providing a holistic view of their finances.

AI-Powered Adaptive Budgeting

This tool utilizes user habits to automatically create and adjust realistic budgets, providing a dynamic and sophisticated approach to financial planning.

Investment Portfolio Tracking

It allows users to track investment performance and benchmark it against market indexes, offering comprehensive insights into their financial growth and portfolio health.

Dedicated Customer Support

The app offers a dedicated support team to assist users with navigating complex financial aspects and any platform-related inquiries, ensuring an exceptional service experience.

Visualized Cash Flow Analysis

The app provides clear visualizations of income, spending, and net income, enabling users to easily compare and identify financial trends for informed decision-making.

Recurring Subscription Management

The app helps users monitor and manage all recurring spending, including forgotten subscriptions, preventing unexpected charges and aiding in budget control.

Customizable Savings Goals

It allows users to link any account or transaction to contribute towards specific savings goals, facilitating proactive financial planning and goal achievement.

Personalized Financial Notifications

The app provides customizable notifications to keep users informed about important financial events like overdraft fees without overwhelming them.

FAQ

Frequently Asked Questions

Everything you need to know about Copilot: Track & Budget Money

What is Copilot Money?

Copilot Money is a personal finance app that provides clear insights into accounts, budget management, savings goals, and automated spending categorization. It offers bank-level security and is available for iPhone, Mac, and iPad.

Is Copilot Money a free app?

No, Copilot Money is a paid subscription app. It offers a free one-month trial. This model ensures no ads or data selling to users.

Does Copilot Money sell user data or show ads?

No, Copilot Money does not sell user data or show ads. As a paid subscription service, its business model focuses on user privacy and avoids these practices.

How does Copilot Money protect my financial data?

Copilot Money safeguards user data with bank-level security. This ensures the comprehensive protection of all connected financial information within the app.

What financial institutions can Copilot Money connect to?

Copilot Money connects to over 10,000 institutions, including Venmo, Coinbase, Amazon, and Apple Card. It currently works exclusively with US financial institutions.

Can Copilot Money automatically categorize my spending?

Yes, Copilot Money uses AI Categorization to automatically categorize thousands of transactions. The app learns your spending habits for efficient financial management.

How does Copilot Money help with budgeting?

Copilot Money creates and adjusts realistic budgets using your spending habits through its Adaptive Budgets feature. It also helps users track current spending against these budgets effectively.

Does Copilot Money track recurring subscriptions?

Yes, Copilot Money includes Subscription Tracking to help users stay aware of all recurring spending, even forgotten ones. The app displays total paid and amounts remaining.

What platforms support the Copilot Money app?

Copilot Money is available for iPhone, Mac, and iPad. Users can access and manage their financial data seamlessly across these Apple devices.

Does Copilot Money offer customer support?

Yes, Copilot Money provides Best-in-Class Support with a dedicated team. Users can chat anytime for questions and even submit feature requests directly through the app.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Copilot: Track & Budget Money - This tool provides a clear financial overview, showcasing remaining budget details and an easily reviewable list of transactions. — This tool provides a clear financial overview, showcasing remaining budget details and an easily reviewable list of transactions.
Smart Financial Dashboard

Copilot: Track & Budget Money - Users can effortlessly visualize their financial flow with detailed net income graphs and granular spending charts to understand money movement. — Users can effortlessly visualize their financial flow with detailed net income graphs and granular spending charts to understand money movement.
Dynamic Cash Flow

Copilot: Track & Budget Money - The app demonstrates intelligent AI categorization by automatically identifying expenses like 'Gym Membership' and linking them to funding sources such as the 'Apple Card'. — The app demonstrates intelligent AI categorization by automatically identifying expenses like 'Gym Membership' and linking them to funding sources such as the 'Apple Card'.
AI-Powered Categorization

Copilot: Track & Budget Money - Users gain precise control over their spending with customizable budget categories like 'Rent' and 'Groceries', featuring clear progress indicators and adjustable amounts. — Users gain precise control over their spending with customizable budget categories like 'Rent' and 'Groceries', featuring clear progress indicators and adjustable amounts.
Personalized Budget Control

Copilot: Track & Budget Money - The app ensures users stay informed about recurring expenses by detailing both 'left to pay' and 'paid so far', alongside a clear list of individual subscriptions like 'Spotify' and 'Rent'. — The app ensures users stay informed about recurring expenses by detailing both 'left to pay' and 'paid so far', alongside a clear list of individual subscriptions like 'Spotify' and 'Rent'.
Effortless Subscription Tracking

Copilot: Track & Budget Money - This tool provides an immediate financial snapshot, displaying current 'Checking' account balances and summarized spending insights for categories such as 'Food & Drink'. — This tool provides an immediate financial snapshot, displaying current 'Checking' account balances and summarized spending insights for categories such as 'Food & Drink'.
Holistic Financial View

Copilot: Track & Budget Money - Users benefit from robust in-app assistance, featuring a direct messaging option for support and a comprehensive 'Help' section with search functionality for common queries. — Users benefit from robust in-app assistance, featuring a direct messaging option for support and a comprehensive 'Help' section with search functionality for common queries.
Dedicated User Support

Copilot: Track & Budget Money - The app offers personalized visual experiences, allowing users to switch between the default dark mode and a bright, clear light mode, as seen in the 'Recurrings' screen layout. — The app offers personalized visual experiences, allowing users to switch between the default dark mode and a bright, clear light mode, as seen in the 'Recurrings' screen layout.
Flexible Interface Options

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, and iPad. 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.