Copilot: Track & Budget Money

Copilot: Track & Budget Money

By Copilot Money, Inc.

  • Category: Finance
  • Release Date: 2019-08-19
  • Current Version: 8.2.6
  • Adult Rating: 4+
  • File Size: 281.95 MB
  • Developer: Copilot Money, Inc.
  • Compatibility: Requires iOS 15.6 or later.
Score: 4.75521
4.75521
From 29,838 Ratings
Free On itunes

Description

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.

Screenshots

Reviews

  • Does almost nothing

    2
    By Bikes rule
    Anyone can log in to see transactions and balances. There is nothing special about this app. It's a waste of time to set it up.

  • Stay Far \ Away

    2
    By Pwells518
    Don’t bother with this. There are so many issues. I can’t change the amount spend for the month. It’s constantly doubling my bills without a single transaction showing. I can’t adjust backwards on my saving goals. It doesn’t save the categories transactions are saved to. It’s a nightmare. I spend more time trying to fix transactions than I do tracking. And I can’t even fix most of the mistakes this stupid app makes. Im just stuck with it and hope its not an issue next month

  • No refund after free trial

    1
    By Agains consumer rights
    Like others I also missed to cancel the free trial and the very next day when I requested for refund through apple the claim was rejected and no reason was provided. The apple support team raised their hands and asked me to make better decision in my life. The free trial is just to lure you in as you always forget to cancel the free trial.

  • Customer service is wack

    1
    By Plaxins
    Bad customer service. Takes forever to get a response. Not able to help fix tech issues that their platform caused.

  • Not working with Fidelity CMA account!

    1
    By GaboTexas
    I used a fidelity CMA account as my main checking account. For some reason, the app thinks it is an investment account and show ZERO of my transactions. I have tried reaching out for help on the messages app, but so far no luck. If the developer is reading this, please, reach out! Otherwise I will have to cancel my subscription.

  • Truly the best budget app

    5
    By Ahhnndrew
    For a long time (too long) I was using a spreadsheet for budgeting. It was impossible to ACTUALLY know where money was going without logging and categorizing every transation, transfer, etc. Which is really easy to forget to do and requires a major time commitment. I tried budget apps like Mint (back when it existed) but even those didn't really help me. Then I found Copilot and it has truly transformed my finances. I stay in budget now, I have achieved savings goals, and have almost eliminated the debt that I have. None of which would be possible without Copilot keeping an eye on my money 24/7. I honestly look forward to checking in on my finances now.

  • not support US Bank

    2
    By nmc35007
    I’ve used this product for a couple years and overall it’s good. However, they periodically have connectivity issues with their third-party integrators, which they seem completely unable to address in a timely fashion. If something goes wrong with the integration between your bank or financial institution, you can easily wait 6 to 9 months for a fix. This is currently the case with an issue that has come up with U.S. Bank that occurred in February and six months later we are still waiting for a fix.

  • Great looking

    3
    By Tatasciore
    The app looks great and works great when you’re switching in between the different screens. My biggest complaint is it misses a lot of transactions. When I go back and review my transactions, there are quite a few that are missing. I’ve had to reach out to the company once before, and they fixed the issue, but it’s problematic and occurs on a frequent basis and not worth reaching out to them for every missing transaction.

  • Good idea poor customer service

    2
    By jpease0112
    This app is beautifully presented and I wanted to use it and i wanted to love it. One of my banks would not load the transactions and it prompted me to contact support. However, support (which I assume was a bot) asked me to contact in 24 hours if transactions still had not loaded. 24 hours later transactions still hadn’t loaded so i contacted support and never heard anything. Deleted the app and cancelled subscription.

  • All transactions show as positive

    2
    By wabbajackson
    All transactions, including all of my spending, from my bank account show as credits. That makes budgeting/tracking spending impossible, as you might imagine.

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