Moving from Albert to CoPilot
Assembled from both records. Nothing here is an opinion — it is the difference between two rows, written out.
Your data — read this first
Whether Albert can export your transactions is unrecorded. CoPilot records history import as No: your history does not move, and you start from whatever your banks return on connection.
- Transactions
- No
- Balance history
- ?
- Budgets
- Rebuilt by hand
- Rules
- Rebuilt by hand
- Attachments
- ?
Transactions, balance history and attachments are CoPilot’s own import attributes. Budgets and rules never transfer between two apps in this index.
What you gain
- Nothing recorded
What you lose
- Automated transfers Yes → No
- Credit scores Yes → No
What is unchanged
- Account aggregation, Manual accounts, Edit transactions, Custom categories, Budgeting, Recurring transactions, Subscription tracking, Net worth, Reports, AI categorization, Partner or household
51 attributes are Unknown on one side and left out. Gains and losses are a diff of the two records.
How to do it
- Export from Albert first
Take the transaction export while your subscription is live. The record is unknown on export, so check before you cancel.
- Connect accounts
Find out which of your banks fail before you are billed. CoPilot reaches banks through Plaid, MX, Mastercard, Akoya.
- Rebuild budgets and rules
No app in this index imports another’s budgets or rules. Budgets are quick; rules are worth rebuilding as transactions arrive rather than all at once.