Now available for Mac and iPhone
So good and waaay better than mint!
I was on mint for years, but I’m so happy I switched. Managing my finances is now fun thanks to Copilot. Amazing app and incredible support team that actually listen to their customers!The Best Budgeting App!!
Copilot has been a magical experience so far. They’ve innovated the experience of budgeting - it helps keep you informed, but the right things are automatic and effortless. You can choose how manual you’d like it to be - or how much you’d like the app to do the work for you. They’ve solved most of the gaps from mint - and it’s easy to get a budget set up. PFM has been over complicated for too long but Copilot has done a great job of making it easy.Amazing Design, Great App to Switch To
I’ve used Mint and Quicken in the past, been somewhat of a power user with Quicken. I love how friendly the iPhone and Mac apps are to use, and how much effort has been spent to get the UX to feel native and clean. They’re also really quick to roll out new features, which has been awesome to see the app getting constantly better. If you’re looking for a way to track your spending and budgeting, definitely give this app a try!Totally worth the subscription!
This app is amazing. I never thought I would be spending money on a budgeting app but this one is worth it! This is a 5/5 app no questions asked! I recommend this to everyone who cares about seeing the big picture with their personal finances.We treat your personal and financial data like we’d want ours to be treated
A personalized categorization engine that gets smarter every time you review transactions.
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 left
out of 8,230 budgeted245
left to payStaying 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.