SaaS Metrics
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.
Product Positioning & Context
Related Ecosystem & Alternatives
Discover adjacent products, open-source repositories, and developer tools sharing similar technical architecture.
Deep-Dive FAQs
What is Copilot: Track & Budget Money?
Copilot: Track & Budget Money is a digital product or tool described as: Copilot Money, Inc.
Where did Copilot: Track & Budget Money originate?
Data for Copilot: Track & Budget Money was aggregated directly from the Apple App Store community ecosystem, representing raw developer and early-adopter sentiment.
When was Copilot: Track & Budget Money publicly launched?
The initial public indexing or launch date for Copilot: Track & Budget Money within our tracked developer communities was recorded on August 19, 2019.
How popular is Copilot: Track & Budget Money?
Copilot: Track & Budget Money has achieved measurable traction, logging over 28,334 reviews and facilitating 5 recorded discussions or engagements.
Which technical categories define Copilot: Track & Budget Money?
Based on metadata extraction, Copilot: Track & Budget Money is categorized under topics such as: Finance, Productivity.
What are some commercial alternatives to Copilot: Track & Budget Money?
Our semantic intelligence engine identifies potential commercial alternatives in the SaaS space, such as Jupid, which offers overlapping value propositions.
How does the creator describe Copilot: Track & Budget Money?
The original author or development team describes the product as follows: "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 s..."
Community Voice & Feedback
Downloaded, synced up, well, sync part of my account up, no flow through the categories and not even close to tracking all transactions
This app has helped my personal finance journey stay smooth and effortless
I added all my accounts manually which took about an hour. When I tried progressing, it wanted to charge me. There’s no free version and it doesn’t tell you that it’s a paid subscription app. If it told me from the beginning that I wouldn’t have been able to use the app without paying, then I wouldn’t have wasted an entire hour for no reason.
10/10, causes arguments with wife constantly.
This would be an incredible app if not for its reliance on Plaid for a significant portion of its functionality. Given Plaid’s track record, there’s no chance that I’ll use it to connect my accounts, and having a partial overview of my financial situation isn’t worth $95 a year.
Even in cases where alternatives like Akoya are available, Copilot hasn’t shown much interest in integrating them except when forced to (shoutout to Fidelity for taking a hard line on this—hopefully others follow suit).
Until Copilot reduces its reliance on partners who treat privacy as little more than marketing fluff, it’s unfortunately impossible to recommend.
Even in cases where alternatives like Akoya are available, Copilot hasn’t shown much interest in integrating them except when forced to (shoutout to Fidelity for taking a hard line on this—hopefully others follow suit).
Until Copilot reduces its reliance on partners who treat privacy as little more than marketing fluff, it’s unfortunately impossible to recommend.
After trying dozens of money management apps after Mint’s implosion, I landed on what best fit my needs through Copilot Money. Excited for their roadmap, they are shipping high quality features and it shows in their work
The design of the user interface is like nothing out there. It’s just beautiful to look at. It’s the most useful app available. If you want to be in control of your money it’s well worth, WELL WORTH, the money! Great job Copilot team! The customer service is amazing too.
This app is awesome. My 1 stop shop of all my finances. It is missing a built in AI feature to find purchases and create budgets.
Copilot Money has genuinely transformed how I understand and manage my finances. I need simple, visible, accurate data, decision ready and not overwhelming with options. This is it.
For the first time in a long time I have the right information to take action, make real decisions, and most importantly, I can trust that what I am seeing is accurate. Real-time balance updates that actually work and give insights have been a game changer. Also, the budget by category where I can see a simple red or green for insights at a glance are so useful.
What sets Copilot Money apart from every other finance app I have tried is their support team. Every issue and question I have encountered has been handled by great documentation and their AI guidance and when needed, in super fast response I have to say directly by a real human, with genuine kindness and thoughtfulness, within 24 hours.
That level of care is rare and it creates real product trust.
If you are serious about understanding your finances and want a tool that grows with you, this is it. Worth every penny.
For the first time in a long time I have the right information to take action, make real decisions, and most importantly, I can trust that what I am seeing is accurate. Real-time balance updates that actually work and give insights have been a game changer. Also, the budget by category where I can see a simple red or green for insights at a glance are so useful.
What sets Copilot Money apart from every other finance app I have tried is their support team. Every issue and question I have encountered has been handled by great documentation and their AI guidance and when needed, in super fast response I have to say directly by a real human, with genuine kindness and thoughtfulness, within 24 hours.
That level of care is rare and it creates real product trust.
If you are serious about understanding your finances and want a tool that grows with you, this is it. Worth every penny.
Doesn’t work at all. UI is absolutely atrocious. Complete waste of time setting up accounts because it doesn’t track half of them.
My favorite budgeting app! Works well and has ongoing updates and great support. Love that the dev team supporting this continues to improve and keep things bug free.
I love this app. It’s worth every penny
I feel there is more focus on aesthetics than function with this app. The budgeting was too convoluted for my taste.
Use GBGGJ9 for 2 months of free premium
The app is very polished and I love it. However, it can't be trusted for tracking your finances - especially investments and accounts. Cash sweep accounts are double-booked so it misstates (inflates) your account values. I have had like 3 tickets open over about 6 months and the Copilot team has been unable to resolve the defect.
Discovery Source
Apple App Store Aggregated via automated community intelligence tracking.
Tech Stack Dependencies
No direct open-source NPM package mentions detected in the product documentation.
Media Tractions & Mentions
No mainstream media stories specifically mentioning this product name have been intercepted yet.
Deep Research & Science
No direct peer-reviewed scientific literature matched with this product's architecture.