Your money,
beautifully organized.
All of your accounts, spending, and investments, automatically tracked in one stunning app.
Get startedApple
Apple
Navigate your finances with confidence.
Track spending, budgets, investments, net worth, and get personalized recommendations.
Know where your money goes
Our AI learns your spending patterns and tags every transaction automatically. The more you use it, the smarter it gets.
Follow the line
Start your day with a quick look at your spending line, pending refunds, and upcoming bills to stay under budget.
Spot subscriptions
That streaming service you forgot about? We didn't. Copilot automatically identifies and tracks your recurring subscriptions.
Rollovers
Didn't spend your full budget? Roll it over and save for bigger purchases next month. Flexibility built-in.
Live performance
Live estimates for your portfolio. Check when you want to, not when you have to.
All your money, one screen
Stocks, crypto, your house. No need to jump between five different apps to see your net worth.
Allocation
Too much crypto? Not enough bonds? See exactly how diversified your investments are by percentage.
Track your spending,
boost your savings
Copilot uses machine learning to automatically categorize your transactions with incredible accuracy. Easily review and adjust categories, and watch the app learn your habits.
Grow your wealth,
track your progress
Connect your checking, savings, credit cards, investments, and even real estate. Get a complete, real-time picture of your net worth in one beautifully organized dashboard.
Why users switch to Copilot
The Benefits
- Apple Design Award Finalist (Stunning UI)
- AI-powered smart transaction categorization
- Native apps for iPhone, iPad, and Mac
- Privacy focused: Read-only access, no data selling
- Excellent investment & crypto tracking integrations
Things to Consider
- Premium pricing ($13/mo, no free tier)
- Currently optimized for Apple ecosystem users
- No joint accounts/partner sharing (yet)
Honest and
thoughtful pricing
Test drive for free
Take Copilot for a spin before you connect a single account. If you like what you see, you can start a free trial.
Get startedYour data stays private, we focus on building the best product for you.
How Copilot compares
| Features | Copilot Money | Monarch Money | YNAB |
|---|---|---|---|
| Design & UX | Award-winning (Apple Native) | Clean & Modern (Web/App) | Utilitarian / Complex |
| Categorization | Advanced AI / Auto-learning | Rules-based | Manual / Rules |
| Budgeting Style | Flexible (Rollovers) | Cash flow & Goals | Zero-based (Strict) |
| Pricing | $95 / year | $99.99 / year | $109 / year |
People love Copilot Money
What's on my Phone!
Featured as a top app selection by leading tech reviewer MKBHD.
I've tried them all
The YNAB's, the Simplifi's, the Monarch's. You name it, I've used it. So far, for me, Copilot is the everyday finance tool. I love the user interface, the functionality is superb...
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.
Amazing Design, Great App
I've used Mint and Quicken in the past, been somewhat of a power user. 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.
@copilotmoney is the best money app I've ever used!!
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!
Copilot is currently available on iPhone, iPad, and Mac. Android and Web versions may be in development.
Affiliate Disclosure: This is an independent promotional review page. The official logos, trademarks, and UI screenshots belong entirely to Copilot Money, Inc. We may earn a commission if you sign up or subscribe through our links, at no extra cost to you. Pricing and features are subject to change by the official provider. Please visit the official website for complete terms and privacy policies.
Copilot Money App
Copilot Money is a beautifully designed, AI-powered personal finance and budgeting app that automatically tracks spending, investments, and net worth.
Price: 13
Price Currency: USD
Operating System: macOS, iOS, iPadOS
Application Category: FinanceApplication
4.8
