About Copilot Money
Copilot Money is a personal finance app that brings spending, budgets, investments and net worth into one place. It is built for Apple devices and also runs on the web, with a one-month free trial to start.
What it does
The app connects to bank, card and investment accounts, then sorts transactions into categories. It can flag mismatched refunds and miscategorized charges, and it suggests budget changes when spending patterns shift. Users can also give the built-in assistant tasks, such as tagging charges for a trip, and ask it questions in a chat.
Key features
- Connect bank, card and investment accounts
- Automatic transaction clean-up and category fixes
- Budget suggestions based on spending trends
- Assistant tasks that run in the background
- Net worth and investment tracking
Who it's for
People who use Apple devices and want one view of their spending, savings and investments. It suits users who would rather have fixes and suggestions done for them than maintain spreadsheets by hand.
Pricing and good to know
Copilot Money offers a one-month free trial. Check the pricing page for plan costs. Apps are available on iPhone, iPad and Mac, and there is a web version. Privacy is a stated design focus of the product.
Highlights
- Connect bank, card and investment accounts
- Clean up transactions and fix categories automatically
- Get budget suggestions based on spending trends
- Give the assistant tasks such as tagging trip expenses
- Track net worth and investments in one view
