About
Copilot Money is a personal finance app that connects over 10,000 financial institutions—including Venmo, Coinbase, Amazon, and Apple Card—to give you a complete view of your accounts in one place. It automatically categorizes thousands of transactions using AI, creates adaptive budgets based on your spending habits, tracks recurring subscriptions, visualizes cash flow across income and spending, and lets you set savings goals tied to specific accounts. The app uses bank-level security to protect your data and operates on a paid subscription model with no ads or data sales. Available on iPhone, Mac, and iPad.
Highlights
- Connects over 10,000 financial institutions including Venmo, Coinbase, Amazon, and Apple Card
- AI-powered automatic transaction categorization across thousands of transactions
- Adaptive budgets that learn from your spending habits and adjust automatically
- Subscription tracking to identify recurring charges you may have forgotten
- Bank-level security with no ads, credit card offers, or data sales
- Cash flow visualization showing income, spending, and net income trends
Best for
People managing multiple bank accounts and credit cards who want a unified view of their finances without manual data entry, and those looking to understand spending patterns, track subscriptions, and build realistic budgets without intrusive advertising or data monetization.
At a glance
Copilot: Track & Budget Money is rated 4.8 out of 5 from 16,415 ratings and is available on iOS — all free to download.
It is developed by Copilot Money, Inc..