Copilot: Track & Budget Money

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Apple Editors’ Choice. Apple Design Award Finalist. "Made the jump from Mint years ago and never looked back. Run, don't walk." -App Store review "An app that I love and use." -MKBHD Available on Web, iPhone, Mac, and iPad. ALL-IN-ONE MONEY APP Copilot Money is a personal finance app and budget planner built to help you navigate your finances with confidence. Track spending and expenses, plan budgets, and monitor investments and net worth, all in one beautifully designed app. No more spreadsheets or switching between five banking apps. Copilot also features the Money Assistant: an AI financial assistant that sees your full financial picture and surfaces opportunities before you have to look for them. Currently available on iPhone. Most importantly, Copilot Money is built with privacy at the center. We don’t sell your financial data, train third-party AI models on it, or show ads. Try it free for one month! MEET YOUR MONEY ASSISTANT (currently available on iPhone) The Money Assistant guides you from the very first step. Once you connect your accounts, it analyzes your spending, income, and investments, then builds you a starting budget with the categories most worth tracking. From there, it plans right alongside you, from a quick budget tweak to a decade-long goal like retirement. It can also get things done on your behalf, like recategorizing a transaction, detecting a recurring bill, or matching a refund. You just approve. Ask it anything: ● “Where should I cut back on spending?” It flags redundancies and the categories where you’re overspending. ● “Can I cover next month’s expenses?” It checks your balances against upcoming recurring charges. ● “Am I on track to retire in 10 years?” It maps out your projected savings based on your income and contribution rate. KEY APP FEATURES ● Cross-device sync: Access your account via Web, iPhone, Mac, and iPad. ● Money Assistant: An AI financial assistant that surfaces insights, answers questions, and takes the actions you approve in-app. Currently available on iPhone. ● All-in-one view: Connect to tens of thousands of financial institutions, including direct integrations with Venmo, Apple Card, and Coinbase. ● Auto-categorization: Copilot Intelligence handles your transactions automatically and learns your habits over time. ● Smart budgets: A budget tracker that adapts to how you actually spend. ● Subscription and bill tracking: Every recurring charge, including the ones you forgot about. ● Savings goals: Set goals, link accounts and transactions, and track your progress. ● Cash flow: Visualize income, spending, and net income across time to spot trends early. ● Investment tracking: View performance, intra-day updates, and benchmark against market indexes. ● Custom alerts: Notifications for overdraft fees, unusual spending, paydays, and more. ● Human support: Real people in-app, ready to help when you need it. ● Bank-level security: Your data is protected end-to-end. THE BASICS ● Pricing: Monthly or annual subscription with a 1-month free trial ● Platforms: Web, iOS, macOS, and iPadOS ● Institutions supported: 16,000+, US only ● Rating: 4.8 stars, 31,000+ reviews ● Awards: Apple Editors’ Choice in Personal Finance, Apple Design Awards Finalist 2024, Apple Must-Have Finance Apps, Webby Award Winner ● Named a top Mint alternative by Forbes Advisor ● As featured in: The New York Times, TechCrunch, The Verge, NerdWallet Learn More: copilot.money Privacy Policy: copilot.money/privacy_policy California Privacy Policy: copilot.money/california-privacy-notice Terms of Service: copilot.money/terms_of_service Copilot Money supports US financial institutions only. The Money Assistant offers suggestions and information, not professional financial advice.