Copilot: Track & Budget Money

Copilot: Track & Budget Money

By Copilot Money, Inc.

  • Category: Finance
  • Release Date: 2019-08-19
  • Current Version: 7.0.5
  • Adult Rating: 4+
  • File Size: 258.15 MB
  • Developer: Copilot Money, Inc.
  • Compatibility: Requires iOS 15.6 or later.
Score: 4.76102
4.76102
From 24,362 Ratings
Free On itunes

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.

Screenshots

Reviews

  • Decent

    4
    By Robinhood of Budgeting apps?
    So far so good. Just downloaded the app and have uploaded most of my accounts. Takes some time to correctly categorize incoming and outgoing transactions, butI can appreciate the clean and simple aesthetic.

  • Good Effort But Not Accurate

    2
    By manuel 6318
    Unfortunately the app fails to deliver real time and to recognize categories correctly. Not always accurate and behind what my accounts actually were.

  • Bad filters

    1
    By jiyoon.kim1109
    Honestly, the filter on transactions tab is very vague and doesn’t work sufficiently. We need more detailed filter like date range inside of the month and search by note not just merchant name.

  • Problem with App

    5
    By LorraineWDC
    I’m so disappointed. I was really looking forward to us app. app is stuck with an arrow and spinning timer. It won’t load completely. I’ve deleted it and reinstalled. I’ve completely shut down my iPad and restarted. Same problem! I let it run for about 10 minutes and the Home Screen finally came on.

  • Literally almost perfect!

    4
    By Coach Chuck FF
    This is by far the best and most consistent budgeting app I’ve used and I’m coming from YNAB/Mint/Rocket Money. Transactions are reliably always there and can finally track ALL of my accounts including Apple Card , Coinbase, and all of my bank accounts! Additionally they have a great Mac app for desktop, which I also use! All in all, best budgeting app I’ve used! Now onto the “Almost Perfect” part “Reviewing” a transaction on IOS is a bit clunky. Each TX takes several taps. And since yall have those nice rules, most transactions just need to be looked at. My suggestion, which would make this a perfect app is make a process where you can swipe or scroll through the TXs to review them and easily set the category. Like Tinder for transaction viewing. It would greatly reduce friction to review and set categories!

  • Awesome App

    5
    By Jdavis5206
    Easy to use and awesome insight into how I spend and budget my money - huge fan!

  • Problem with Apple Card

    1
    By B-Boo
    So this is a good app as long as you don’t use Apple Card. Issues with it updating transactions. Was supposed to make my life easier.

  • Doesn’t scan for new recurring charges

    1
    By Wurtis1
    I just learned from Support that copilot doesn’t actively scan for new recurring charges or new subscriptions. So I’m cancelling…

  • Terrible UX for Goal Allocations

    3
    By lintmachine
    Is there really no option to enter an amount when allocating money from an account towards a goal? The slider interface is ridiculous and unusable. Impossible to set an amount accurately. How does this work for anyone with motor impairment?

  • Third Budgeting App

    5
    By Newsguy89
    I have three budgeting apps right now: Monarch, Copilot and Rocket Money. I use them for the same accounts to budget my spending, and each provides different features that I love. Copilot goes above and beyond when it comes to the graphics and reports it creates. Also the widgets are amazing. While I love all three of the apps, I’m most likely going to keep this one and Monarch. Two feature requests I’d like to see: credit score tracking and for budgets to be customized so I can do them biweekly instead of monthly. On the page where we vote for the next features we want Copilot to work on, the budget customization option has the most votes by far compared to any other suggestion. Yet it still isn’t in line for it to be made. My only criticism is: what’s the point of voting and asking our feedback on feature requests if they just end up being ignored?

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