“Stand Out” - WIRED “An app that I love and use on my iPhone” - MKBHD "The future of personal finance" - Apple App Store Meet Copilot Money, your new smart money companion. It’s not just an app. Copilot Money is the 24/7 personal finance tracker that has your back, just like a good copilot should. Seamlessly monitor your spending, track your investments, and budget like a pro. We're a subscription-based service committed to safeguarding your financial data, not selling it. We offer a 1-month free trial for you to give it a try and see how much the app changes the way you see your money. Copilot Money is available on iOS and on the Mac. Why Copilot Money? • Privacy and Safety First: Your privacy is our priority. We safeguard your data with bank-level security and never sell it. • All-In-One Finance Tracker: Bring together all your accounts in one place for a comprehensive view of your financial life. Connect over 10,000 institutions (including Venmo, Coinbase, Amazon, and your Apple Card Statements). No limits. • Easy Budgeting: Copilot uses your spending habits to create realistic, adaptive budgets. • AI-Powered Insights: Our machine learning categorizes transactions for powerful insights into your spending. • Subscription Tracking: Stay on top of your recurring payments with ease. The app even finds the ones you forgot about. • Investments: See your investments’ performance across all of your connected accounts, and benchmark yourself against key indicators. • Custom Notifications: Choose the updates you want to see. Stay informed, not overwhelmed. • Dark Mode and Widgets: Customize your experience with light or dark mode and quick-glance home screen widgets. • Best-in-Class Support: Navigating finances can be complicated. Our dedicated support team is ready to help you every step of the way. Join the Copilot Money community today and see for yourself what Copilot can do for you. 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.
Decent app so far
Pros: * User-friendly interface with great themes and AI features * Effective budgeting tools Cons: * Slow syncing and data updates can lead to inaccurate information Improvement Suggestion: * Enhance app efficiency to ensure real-time data updates Would love if it was real-time data would make the app 5 stars no doubt.
Good potential but very difficult to add accounts
I have around 18 different accounts to add. This took me 2-3 days to get most of them working. The connectivity issues between plaid and other external api partners is pretty bad. I can’t add my most important credit card (Citi bank). Right now it’s useful for net worth calculation and I love the real estate and mortgage feature but unfortunately I have a lot of spread out accounts. My most important credit card is not linked so it’s hard to make a budget and understand where I’m spending Really need to fix the Citi card integration. Others that don’t work: Flagstar home loans E trade Coinbase Citi credit card Binance
Duplicates
Too many duplicates and no way to fix them
Heavy lifting is done but app isn’t there yet
Well engineered, designed and executed but lacking some core requirements and use cases. All I want is to be able to track my monthly/ weekly/ annual spend across all accounts yet I’m unable to do that. It’s frustrating that this app is able to do everything else but that.
Needs an iPad app!
Awesome experience on iPhone and Mac. So where’s the iPad app already??
Amazing - The Best Product Out There
I’ve used Mint and others, this one works the best. The connections with you external accounts is seamless.
Just signed up
This is supposed to be a subscription app & I had trouble adding my first account. I tried Chase, Bank of America & AmEx and got the same "Sorry something went wrong" message. The free ones were not this terrible. Now I have to go through the trouble of unsubscribing before even getting started.
Mar 29, 2024
Mar 29, 2024
Mar 28, 2024
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