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.

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

Ratings/Reviews

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features 0.0 / 5
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Company Information

Copilot Money
Founded: 2019
United States
copilot.money/

Videos and Screen Captures

Copilot Screenshot 1
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Product Details

Platforms Supported
Mac
iPhone
iPad
Training
Documentation
Support
Online

Copilot Frequently Asked Questions

Q: What kinds of users and organization types does Copilot work with?
Q: What languages does Copilot support in their product?
Q: What other applications or services does Copilot integrate with?
Q: Does Copilot have a mobile app?
Q: What type of training does Copilot provide?
Q: Does Copilot offer a free trial?
Q: How much does Copilot cost?

Copilot Product Features

Budgeting

Forecasting
Project Budgeting
Run Rate Tracking
Balance Sheet
Consolidation / Roll-Up
Multi-Department / Project
Capital Asset Planning
Multi-Company
Profit / Loss Statement
Income Statements
Cash Management
"What If" Scenarios
Version Control
General Ledger
Asset Planning