Copilot (copilot.money) is an app that tracks your personal finances. Similar apps in the industry may include YNAB, Personal Capital, and Mint. This app lets you load your financial data, create custom transaction categories, and set budgets. Continue reading to learn more about Copilot and what it has to offer.
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One Extra Free Month
For people who are unsure about the app, Copilot allows you to trial the app for free, for one month. Enjoy one extra free month when you download Copilot (iOS only) using a referral link.
Currently, we do not have a referral link, so our readers may feel free to post theirs in the comment section below.
(Click Here to learn more at Copilot)
Copilot is a money management and budgeting iOS app with a very user-friendly and thoughtful design. Simply link all of your accounts to give you a bird’s eye view of your finances across multiple institutions. Features include:
- Link to 10,000+ institutions, such as Venmo, Coinbase, Apple Card, and Capital One.
- Automatic tracking and categorization of spending, investments, and recurring expenses.
- Unlimited custom spending categories and re-categorization of expenses, if needed.
- Tailor-made budgets that take into account your actual spending habits and expenses.
- Turn on Budget Rollovers to easily track spending across multiple months.
- An end-of-the-month summary that covers where your money went and how your net worth changed.
- Machine-learning to continuously improve your experience and the app’s accuracy.
- The ability to run on multiple devices at the same time, so you can share your Copilot account with your partner.
Copilot uses bank-level security to make sure all your assets are safe and even comes with read-only access from financial instructions. The app swears an oath to never sell or share your personal data with any third parties.
Copilot Subscription & Pricing
Copilot offers a monthly and yearly subscription:
|PAY MONTHLY||PAY YEARLY|
|Price per month||$8.99||$5.83|
|Price per year||$107.88||$69.99|
As mentioned above, you can test out Copilot for yourself for committing to any plans. If you like what you’ve read so far detailing the app, then start a free trial that lasts for a month. Remember that if you join with a referral link, you will get an additional month free.
Copilot is a great choice for a personal budgeting app as it includes all your expenses and budgeting in one place. The app is quite hands-off and is easy to understand.
You might also be interested in Mint. It’s a free budgeting tool by Intuit that automatically syncs to your bank, credit card, and investment accounts and easily pulls data to make budgeting effortless.