Moving from Wallet by BudgetBakers 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
Wallet by BudgetBakers records transaction export as Yes, so take the export first. 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
- Free tier Yes → No
- History import Yes → No
What is unchanged
- Account aggregation, Manual accounts, Crypto and digital assets, Edit transactions, Rules engine, Export, Custom categories, Budgeting, Recurring transactions, Subscription tracking, Net worth, Investment tracking, Reports, Partner or household
48 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 Wallet by BudgetBakers first
Take the transaction export while your subscription is live. The record says export is available.
- 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.