Copia
Connects your banks, investment tracking.
Feature record
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33 of 60 recorded
Cost
2 of 3- Free tier
- Yes
- Lifetime purchase
- ?
Connections
5 of 7- Connectors
- Plaid
- Refresh more than daily
- Yes
- Manual accounts
- Yes
- Countries
- US · CA
- Multi-currency
- ?
- Crypto and digital assets
- ?
Transactions
9 of 12- Edit transactions
- Yes
- Create manual transactions
- Yes
- Rules engine
- Yes
- Mass edit
- Yes
- Split transactions
- No
- History import
- ?
- Length of history
- Unlimited
- Export
- No
- Import formats
- ?
- Tags
- ?
Planning
5 of 9- Envelope budgeting
- ?
- Rollover budgeting
- No
- Bills
- No
- Goal tracking
- Yes
- Debt payoff planning
- ?
- Cash-flow forecasting
- ?
- Cancel subscriptions
- ?
Wealth
5 of 5- Net worth
- No
- Balance history import
- Yes
- Investment tracking
- Yes
- Investment transactions
- Yes
- Real estate
- No
Nothing recorded yet — 1 group, 4 attributes
Checked against the vendor’s own pages on 2026-09-04; 8 attributes carry the source they came from. Every “?” is a link — one field, no account.
Price history · cheapest recurring plan
- 2026-09-02
- First recorded at $59.88/year
Every step is a reviewed change to the record, from the changelog; there is no nightly capture of the vendor’s pricing page. The median is the middle annual price of the 26 live listings that charge one.