SaaS Metrics
Apple Editor's 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.
Copilot Money is a personal finance app built to help you navigate your finances with confidence. Track spending, budgets, investments, and net worth all in one beautifully designed place. It’s powered by smart automation and built with privacy at the center. We never sell your financial data or show ads.
This app is a great fit whether you like to check your finances daily or only once in a while. Copilot Money brings every corner of your financial life into one place. No more switching between five banking apps. The award-winning design makes it all feel clear instead of chaotic. However you like to engage with your money, it's easy to stay on top of it without the stress.
Ditch the spreadsheets and try it free for one month!
KEY FEATURES
• 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: Adaptive and fully customizable to how you actually spend.
• Subscription 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.
• Cross-device sync: Access your account via Web, iPhone, Mac, and iPad.
THE BASICS
• Pricing: Monthly or annual subscription with a 1-month free trial
• Platforms: Web, iOS, macOS, and iPadOS
• Institutions supported: 10,000+, US only
• Rating: 4.8 stars, 30,000+ reviews
• Awards: Apple Editor's Choice in Personal Finance, Apple Design Awards Finalist 2024, Apple Must-Have Finance Apps, Webby Award Winner
• As featured in: The New York Times, TechCrunch, The Verge, Forbes
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 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 30,102 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 Editor's 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 ..."
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.