Copia
Zero-based budgeting with bank sync, receipt capture and AI tools
Feature record
Yes ships todayNo not available? nobody has told us — click one to fill it in
37 of 71 recorded
Cost
2 / 3- Free tier
- Yes
- Lifetime purchase
- ?
Connections
5 / 7- Connectors
- Plaid
- Refresh more than daily
- Yes
- Manual accounts
- Yes
- Countries
- US · CA
- Multi-currency
- ?
- Crypto and digital assets
- ?
Transactions
10 / 13- 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
7 / 16- Envelope budgeting
- ?
- Rollover budgeting
- No
- Bills
- No
- Bill negotiation
- ?
- Goal tracking
- Yes
- Debt payoff planning
- ?
- Cash-flow forecasting
- ?
- Scenario planning
- ?
- Retirement planning
- ?
- Subscription tracking
- ?
- Subscription cancellation
- ?
- Automated transfers
- ?
Wealth
5 / 6- Net worth
- No
- Balance history import
- Yes
- Investment tracking
- Yes
- Investment transactions
- Yes
- Real estate
- No
- Investment fee analysis
- ?
Nothing recorded yet — 1 group, 5 attributes
Checked against the vendor’s own pages on 2026-09-04; 12 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 63 live listings that charge one.