About
Copilot Money is a personal finance app that consolidates spending, budgets, investments, and net worth tracking into one place. Connect to over 10,000 US financial institutions, including Venmo, Apple Card, and Coinbase, and get automatic transaction categorization that learns your habits. Features include adaptive budgets, subscription tracking, savings goals, cash flow visualization, investment performance monitoring with intra-day updates, and custom alerts for overdrafts and unusual spending. The app syncs across Web, iPhone, Mac, and iPad, uses end-to-end encryption, and includes human support. An Apple Editor's Choice and Design Award finalist, it's built with privacy at the center—no data sales or ads.
Highlights
- Connect to 10,000+ US financial institutions including Venmo, Apple Card, and Coinbase
- Automatic transaction categorization that learns your spending habits over time
- Investment tracking with intra-day updates and market index benchmarking
- Subscription tracking to identify recurring charges you may have forgotten
- Adaptive budgets fully customizable to your actual spending patterns
- End-to-end encryption with no data sales or ads
Best for
People managing multiple bank accounts and investment portfolios who want a unified view of their finances without switching between apps. Ideal for those who prefer automated categorization and adaptive budgeting, whether checking finances daily or occasionally.
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..
Screenshots
Frequently Asked Questions
- Is Copilot: Track & Budget Money free?
- Yes — Copilot: Track & Budget Money is free to download on iOS.
- What platforms is Copilot: Track & Budget Money available on?
- Copilot: Track & Budget Money is available on iOS.
- What is Copilot Money?
- Copilot Money is a personal finance app that consolidates spending, budgets, investments, and net worth tracking in one place. It connects to over 10,000 US financial institutions and uses automatic categorization and smart automation to help you manage your finances with privacy at the center.
- Which banks and financial institutions does Copilot Money support?
- Copilot Money connects to over 10,000 US financial institutions. It has direct integrations with Venmo, Apple Card, and Coinbase, and works with US financial institutions only.
- Does Copilot Money track investments?
- Yes. Copilot Money includes investment tracking with performance monitoring, intra-day updates, and the ability to benchmark your investments against market indexes.
- What devices can I use Copilot Money on?
- Copilot Money is available on Web, iPhone, Mac, and iPad with cross-device sync so you can access your account from any device.
- What are the alternatives to Copilot: Track & Budget Money?
- Copilot: Track & Budget Money is similar to Cash App, Monzo Bank - Mobile Banking, Monarch: Budget & Track Money, and PayPal - Pay, Send, Save. Browse related apps by tag: ai, finance, banking, and budgeting.
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