For Mac and iPhone
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
All your investments together in harmony
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 detects your recurring transactions and organizes them into a monthly view.
Easily reconcile regularly shared expenses
Add new recurring transactions to Copilot
Recurrings help you spot price hikes sooner
Your subscription will be there when you’re ready
Tune recurrings to the frequency you want
566 leftout of 8,230 budgeted
245left to pay
Best budgeting app I’ve usedI almost never leave App Store reviews, but this app has literally changed my life. I’ve tried Mint, Clarity, NerdWallet, SoFi Relay, and various other budget tools, and Copilot has been by far the best for me. My finances are in the best place they’ve been in years, because Copilot’s rollover-based budgeting system and its handling of recurring transactions just “click” with the way I think about money. Well worth the subscription!
Incredibly capableI’ll preface this by saying this is the first app I’ve ever reviewed. Kudos on an amazing job well done. I’ve gone through so many budgeting apps and they all fell short in one way or another. This one does everything I’ve been looking for and more. I will definitely be subscribing once my trial period is up. Thank you!
Favorite App I Have!!Copilot is literally my favorite financial tool I’ve ever used. I’ve tried different financial & budgeting tools in the past, excel sheets, etc. but all of them have been difficult to stay on top of my finances. This is by far the easiest I’ve used and extremely well organized. Just link your financial accounts, setup your budget and the app pretty much tracks the rest :)
Best financial app I have used.Copilot listens to their customers and provides an excellent integration experience. Taking care of my finances is much easier now and I don’t worry about my data being sold since I pay for the app. That security is very important to me. Also, the Venmo integration is just awesome!
Helped bring domestic tranquilityMy wife and I were continually bickering over our budget when we were using other budgeting apps. This one has really helped us both stay on the same page and work together. Quickly and easily syncs and is intuitive to use.
Way better than Mint and worth the costI’ve used Mint for 7 years and I am never going back now. Copilot is so much easier to manage because it’s rule system actually keeps items in the correct category and you don’t have to worry about pending transactions changing because it updates the correct transaction when it changes. Also love that there are no ads and love that it has a super responsive help and feedback request feature which I’ve already used multiple times.
Staying on top of finances takes way too much time and energy. We built Copilot because we got tired of waiting around for someone else to do what we always knew was possible.
Building something like Copilot isn’t easy, but we’re lucky to have an all-star team leading the way. Our team members are diverse, working from different parts of the world and coming together to create a better personal finance experience for everyone. We care about getting it right, and about doing right by our users. Get in touch with us with any questions or feedback—we’d love to hear from you.