Browse / All apps / CoPilot

CoPilot

Name: CoPilot
Price: 95.00 USD
Rating: 4.8 (30698 reviews)

Automated tracking of spending, budgets, investments and net worth on web, iPhone, iPad and Mac

$13/month or $95/yearr/copilotmoneycopilot.money

Feature record

Yes ships todayNo not available? nobody has told us — click one to fill it in

28 of 71 recorded

Cost

2 / 3

Free tier: No
Price: $13/month or $95/year; www.copilot.money
Lifetime purchase: ?

Connections

5 / 7

Account aggregation: Yes; help.copilot.money
Connectors: Plaid · MX · Mastercard · Akoya; help.copilot.money
Refresh more than daily: ?
Manual accounts: Yes
Countries: US
Multi-currency: ?
Crypto and digital assets: Yes; copilot.money

Transactions

6 / 13

Edit transactions: Yes
Create manual transactions: ?
Rules engine: Yes; help.copilot.money
Mass edit: ?
Split transactions: No
History import: No
Length of history: ?
Export: Yes; help.copilot.money
Import formats: ?
Nested categories: ?
Custom categories: Yes; help.copilot.money
Tags: ?
Receipt attachments: ?

Planning

5 / 16

Budgeting: Yes; copilot.money
Envelope budgeting: ?
Zero-based budgeting: ?
Rollover budgeting: Yes; copilot.money
Recurring transactions: Yes
Bills: ?
Bill negotiation: ?
Goal tracking: ?
Debt payoff planning: ?
Cash-flow forecasting: ?
Scenario planning: ?
Retirement planning: ?
Subscription tracking: Yes; copilot.money
Subscription cancellation: ?
Automated transfers: No; www.copilot.money
Calendar view: ?

Wealth

3 / 6

Net worth: Yes; copilot.money
Balance history import: ?
Investment tracking: Yes; copilot.money
Investment transactions: ?
Real estate: Yes; copilot.money
Investment fee analysis: ?

Insight

2 / 4

Reports: Yes; copilot.money
Trends: ?
Credit scores: No
Alerts: ?

Assistance

1 / 2

AI chat: ?
AI categorization: Yes; copilot.money

Sharing

1 / 3

Partner or household: Yes; help.copilot.money
Adviser access: ?
Business or rental separation: ?

Platforms

1 / 5

Interfaces: Web · iOS · Desktop; copilot.money
Full mobile app: ?
Home-screen widgets: ?
Customizable dashboard: ?
Offline access: ?

Trust

1 / 7

SOC 2: ?
2FA / MFA: Yes; help.copilot.money
Sells or shares your data: ?
Read-only bank connections: ?
Data held by: ?
Self-hosting: ?
Open source: ?

Extending

1 / 5

Public API: ?
Spreadsheet sync: ?
Webhooks: ?
Tax export: ?
Tax filing: No; www.copilot.money

Checked against the vendor’s own pages on 2026-09-04; 20 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 $95/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.