Copilot Money

Personal finance and AI budget planner

SoftwareFinance

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Copilot Money is a personal finance app and budget planner for US users, available on iOS, macOS, iPadOS, and web. It provides tools for tracking spending, budgeting, investment monitoring, and managing net worth.

Key Features:

AI Money Assistant offers spending analysis, budgeting suggestions, and can perform approved actions (iPhone only)
Automatic transaction categorization and subscription/bill tracking
Connects to over 16,000 US financial institutions, including direct links to Venmo, Apple Card, and Coinbase
Tracks savings goals, cash flow, and investment performance with intra-day updates
Cross-device syncing across iPhone, iPad, Mac, and web
Receive alerts for unusual spending, recurring charges, overdrafts, and paydays

Copilot Money requires a paid subscription after a 1-month free trial. Available for US financial institutions only and requires iOS 17.0 or later on iPhone.

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