Audience
Users that want a powerful budgeting, investment tracking, and spend management app
About Copilot
Review your recent spending, check on that refund, and see what bills are coming up. Our data-driven categorization engine creates custom rules to fit your spending. Set budgets to carry your remaining balance from one month to the next. Get a high-level overview with monthly summaries of your income and expenses. Tap to approve smart adjustment suggestions. Our categorization engine is a quick study. Create your own spending categories and groups. Define custom rules for the trickiest transactions. See transaction details from Amazon and Venmo. Make adjustments to any part of a transaction. Enter your property address and Copilot will track your home’s estimated value. Keep tabs on your net worth with consolidated views of your accounts and investments. Copilot’s smart monitoring lets you know when something needs your attention with alerts that help you. We treat your personal and financial data like we’d want ours to be treated.
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Pricing
Starting Price:
$8.99 per month
Pricing Details:
$5.83 per month if billed yearly ($69.99 per year)
Free Trial:
Free Trial available.
Integrations
Company Information
Copilot Money
Founded: 2019
United States
copilot.money/
Videos and Screen Captures
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Product Details
Platforms Supported
Mac
iPhone
iPad
Training
Documentation
Support
Online