Copilot: Track & Budget Money

Copilot: Track & Budget Money

By Copilot Money, Inc.

  • Category: Finance
  • Release Date: 2019-08-19
  • Current Version: 5.0.7
  • Adult Rating: 4+
  • File Size: 213.16 MB
  • Developer: Copilot Money, Inc.
  • Compatibility: Requires iOS 15.0 or later.
Score: 4.75021
4.75021
From 16,862 Ratings
Free On itunes

Description

2024 Apple Design Award Finalist "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, 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. • 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.

Screenshots

Reviews

  • Game changer

    5
    By cnedza
    My wife and I used to use Mint. After Mint, we searched for a replacement and ultimately were using Google sheets for budgeting and tracking our finances. Co-Pilot blows Mint and any other app out of the water. It’s a game changer. You need to try it.

  • GBGGJ9

    5
    By cvrrent
    ‼️USE CODE GBGGJ9 FOR 2 PREMIUM MONTHS FREE‼️

  • Used for One Year

    4
    By needs more DarkSky
    Update from review posted below: The team did respond and were able to help me re-establish the connections. I’m very glad they were able to help because this is the best budget/spending app I have found. Thank you to Neo who helped me. Prior post: There is a HUGE BUT……I have truly enjoyed Copilot. I mean, I love this app!!!!! I sincerely have found it incredibly useful but it took me weeks to resolve a duplicate issue which once resolved still left an inaccurate history. And….recently, I could not update my bank transactions. They just stopped working. No notice. No indication that there was a problem. Updating did not work. Deleting has resulted in the total loss of bank data and I cannot get my bank to link now. The help desk takes more than a week to reply and, frankly, they do not know how to resolve issues. The help articles are great for start up issues only. I am disappointed. This is a great app but what good is it if it breaks and cannot be fixed.

  • re:impersanatiion identity theft (unknown buissness partners ,companions ,family are unknown to me)

    1
    By ssn.sbuse.
    this app is in my icloud in itunes (iphone 14 p.max and i never downloaded this ...my credit and identify is being abused thru deeplinking,reverse engineering techniques ,...braille programming w/3rd party keyboard shortcuts, and hardware/software for blind/deaf& dislexix ppl ... please follow up on this they have been accessing thru nicknames over 10 yrs

  • Excellent. The Best in My Opinion

    5
    By mw6452
    I’ve been paying bills electronically through my computer since 1991 (yes, you read that correctly) when Quicken had Electronic Pay. I’ve tried countless money management apps and programs and always ended up going back to Quicken. Not now! This program is a Quicken killer app. There are some improvements they need, like the ability to create my own reports. But they are WORKING on that plus a whole host of other things. This is the most integrated app I’ve ever used. It connects to everything except just a few accounts. I highly recommend giving it a try.

  • Unreliable for Apple Card users

    3
    By Fernando_Centurion
    It’s a good application with nice features, but it’s very unreliable when it comes to tracking Apple Cars expenses. The connection breaks or introduces issues with every update. Copilot is not doing diligent work at testing this credit card.

  • Newly Obsessed

    5
    By Stoligirl07
    As a self- described previous “mint-lifer” I have been struggling to find another app that would work for me in the last year. Literally, yes, I have done the dozens of free trials and spend countless time and wasted effort setting up accounts only to find roadblocks I wasn’t interested in trying to find a work around for. Copilot does a few things really really well. First, it is one of the very few which links to Apple Card transactions and also to Valic - Corebridge. It does not however, currently link up to Advantage Student loans. As far as user ability, this app has some features that are very functional. Its transaction rules are fast and simple to set up. Sorting and categorization for account financial tracking and trending is really detailed, set up clean, and quick to bounce back and forth between. It’s also efficient to update categories by transaction rule. What can be improved: 1. Breakouts into the Income transactions in the same fashion the expenses are handled vs lump income transactions 2. The tagging feature could have so much more done with it than it currently has, or I haven’t figured it out yet! (I love that it is simple to select one by one or all or unselect in the same fashion for editing transaction tags. This is very well done!) However, just imagine this with me for one second…. Income and expense breakouts [by tag] within each of the categories…. Magical! #tagsofthefuture #makingtagsgreatagain #somanypossibilities

  • My favorite so far

    5
    By queenk.206
    I’ve tried a good number of apps that claim to do what Copilot does, and none have performed as well as Copilot. I have integrated/added the accounts from 80% of the financial institutions that I work with and even though it doesn’t give real time updates the delay is only a few hours. Would recommend to friends, family, and others who want to track their money in & out better.

  • Love the app… it’s everything I need but you have to pay ALOT not worth it

    1
    By J.a.s.p.e.r.
    Not worth it.

  • Enjoyable to use

    5
    By unclesammyc
    Compared to other apps, I get excited to take a peek and see how my money is doing. The app has great features and the upcoming features are going to make this app incredible. The design and overall UI is the best I’ve seen from financial apps.

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