Copilot Overview
What is Copilot? Copilot 2.0 is a personal finance app that tracks your spending, investments, and recurring expenses across multiple institutions. It offers automatic tracking and categorization of your finances, best-in-class widgets, unlimited custom spending categories, dark mode, and no ads. Copilot is a subscription app that provides a personalized and secure experience with full, unlimited access to the app.
Features
- Automatic tracking and categorization of your spending, investments, and recurring expenses
- Best-in-class widgets
- Unlimited custom spending categories
- Dark mode
- No ads, 100% private
- Support for Venmo, Coinbase, Apple Card Statements, Capital One, and 10,000+ other institutions
- Finds and tracks your subscriptions and bills
- Notifies you when you get paid
- Shows you an end-of-month summary that accurately reflects where your money went and how your net worth changed
- Customizable to better understand your finances
- Connects your investment accounts to see your holdings and returns
- Can be shared with a partner and run on multiple devices at the same time
- Uses machine learning to deliver powerful, hyper-personalized insights
- Keeps track of all your bank, credit, and investment accounts
- Creates realistic budgets based on your actual spending habits and expenses
- Recurring bills and subscriptions are automatically detected and included in your budgets
- Choose exactly which notifications you want to receive
- Private and safe with bank-level security and read-only access from your financial institutions
- Works with US financial institutions only.
Official Screenshots
Copilot Pricing Plans
| Duration | Amount (USD) |
|---|---|
| Monthly Subscription | $0.00 |
| Yearly Subscription | $29.99 |
**Pricing data is based on average subscription prices reported by Justuseapp.com users..
Product Details and Description of
INTRODUCING this app 2.0! this app now also tracks your investments, giving you a bird’s-eye view across multiple institutions. No more switching between apps. Featured by Apple: "The future of personal finance", "With elegant graphs and an interface that’s a genuine joy to use, this app helps you visualize exactly where your money is going; its smart algorithms, driven by machine learning, are especially adept at automatically categorizing transactions." KEY FEATURES - Automatic tracking and categorization of your spending, investments, and recurring expenses. - Best-in-class widgets - Unlimited custom spending categories - Dark mode - No ads, 100% private - Support for Venmo, Coinbase, Apple Card Statements, Capital One, and 10,000+ other institutions this app is a subscription app. Our yearly subscription ends up being roughly $5.80 per month, $69.99 per year. This allows us to provide a personalized and secure experience and gives you full, unlimited access to the app– no hidden fees, gated features, or ads. Our goal is to build a home for your finances where your satisfaction with the product is the only thing that matters. this app is a beautifully designed home for your finances. It automatically tracks your accounts and helps you navigate your finances throughout the month. It also finds and tracks your subscriptions and bills, notifies you when you get paid, and shows you an end-of-month summary that accurately reflects where your money went and how your net worth changed. On this app everything is customizable, and you can easily train it to better understand your finances. You can also connect your investment accounts to see your holdings and returns. Do you want to share your this app account with a partner? No problem! The app can run on multiple devices at the same time. Read our reviews! ► The future of personal finance this app uses machine learning to deliver powerful, hyper-personalized insights that help you effortlessly understand and manage how you spend, save, and invest your money. Transactions are organized automatically so they’re as easy to search, sort, and filter as your email inbox. The app uses crowdsourced feedback and machine learning to continuously improve the experience for everyone who uses it. ► All your accounts, in one place this app keeps track of all your bank, credit, and investment accounts so you don’t have to– just link them once and we’ll take care of the rest. Do you have an Apple Card? You can import your statements directly from the Wallet app. You’ll receive daily and monthly account summaries for peace of mind and get notified if anything needs your attention. ► Tailor-made budgets without the headache this app creates realistic budgets for you based on your actual spending habits and expenses to help keep your spending on track. Recurring bills and subscriptions are automatically detected and included in your budgets, so there’s never any guesswork or end-of-month surprises. You can turn on Budget Rollovers to easily track spending across multiple months. ► With this app, you’re in the driver’s seat Choose exactly which notifications you want to receive. Create custom budget categories and name them whatever you want (emojis included). Switch from light to dark mode. The app is designed to adapt to your behavior and preferences over time, and any adjustments you want to make are a simple swipe or tap away. ► Private and safe, as it should be this app protects your information with bank-level security and has read-only access from your financial institutions. We treat your personal data like we’d want ours to be treated, which means never selling or sharing it with third parties. Ever. this app currently works with US financial institutions only. Learn more at https://www.this app.money Terms of Service: https://www.this app.money/terms_of_service Privacy Policy: https://www.this app.money/privacy_policy
Top Reviews
By Wags McDads
The search is over!
You guys have done a PHENOMENAL job with this. I’ve tried 4-5 other budgeting apps in the last year or so, hoping that one would stick but they all ended up just being re-skinned clones of each other, whereas yours is refreshingly unique. There’s a bit of a learning curve, but once you get the hang of it you’re golden. My absolute favorite aspect is that I’m not bombarded with advertisements trying to get me to sign up for credit cards I don’t need, and bless your hearts for not doing that. I was more than happy to pay for the yearly subscription because I really think you guys are going to go a long way with this, between the wonderful UI and the regular updates, this really should be the golden standard for other developers. 10 stars for you, Glen Coco.
By kbholden
Best Budgeting App Available
I was a LONG TIME Mint & Personal Capital user. Mint for personal spending, personal capital for investment tracking. Both of those services were adequate for what I was trying to accomplish but the platforms became clunky and ad-heavy over time. Accounts wouldn’t consistently sync, some accounts would get disconnected. It just became a less than optimal user experience. Enter this app. Most people would be turned off by the $3/month cost. I can tell you that this app is worth WAY more than that each month. I hope they don’t read this but the app is excellent. Transactions update immediately, the UX is fun and intuitive, and it does a great job of helping your stay on track and enjoy the ‘gruelling task known as budgeting’
By tomest05
Finally what I needed
With multiple accounts (over a dozen) between checking, saving, brokerage, insurance, etc this app has greatly aided us in visualizing our expenditures holistically finally. My banks and financial services all had similar options but none including the major banks had the UI/UX of this app. The ability to quickly create rules, categories, and group them together leads to optimizing visualization of our personal finances like never before. They are largely integrated to most services and banks. The two major accounts you need work arounds for are the Apple Card and TSP. I hope this small team gets traction, use and continues to develop this app, I prefer this immensely over Mint. The subscription so far has been worth it. I don’t trust freemium models with personal finance information even if “anonymized” and “de-personalized” as claimed by others. Also their customer support service is lightning fast and helpful, almost working like personal finance tech consultants, Sarah in particular has responded to several of my questions with great satisfaction. Keep up the great work!
