What is Copilot Money used for?

Copilot Money is a personal finance app for iPhone, iPad, Mac and web that tracks spending, budgets, investments and net worth. It is a good fit for Apple users tracking daily spending, households rolling over unused budget, and monitoring net worth and investments.

How much does Copilot Money cost?

Paid plans for Copilot Money start at $13 per month, and there is no free plan. A free trial is available.

Is Copilot Money open source?

No. Copilot Money is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Copilot Money include Sure, Wealthfolio and Cashew.

What are some alternatives to Copilot Money?

Copilot Money competes with Monarch, YNAB and Quicken. For open-source options, see Enlisted's ranked list of open-source Copilot Money alternatives.

Copilot Money: features, pricing and alternatives

About Copilot Money

Copilot Money is a personal finance app with a design-led interface, available on iPhone, iPad, Mac and the web. It connects to a user's accounts and automatically tracks spending, investments and net worth in one place.

The vendor says its AI learns spending patterns and tags transactions on its own, improving over time as it is used. The app shows a daily view of the spending line, pending refunds and upcoming bills, lets users roll unspent budget from one month to the next, and gives recommendations. The company states that privacy is central to its design.

Copilot Money is proprietary software sold as a subscription service, and its description advertises a one-month free trial. It is aimed at individuals and households, particularly people in the Apple ecosystem who want a polished alternative to older budgeting tools.

Key features

Automatic spending tracking across accounts
AI-assisted transaction categorization
Budgets with monthly rollovers
Investment and net worth tracking
Upcoming bills and pending refunds view
Apps for iPhone, iPad, Mac and web

Good fit for

→Apple users tracking daily spending
→Households rolling over unused budget
→Monitoring net worth and investments

Tags: personal-finance; budgeting; ios; net-worth; spending-tracker; ai; investments

Copilot Money: questions and answers

What is Copilot Money used for?: Copilot Money is a personal finance app for iPhone, iPad, Mac and web that tracks spending, budgets, investments and net worth. It is a good fit for Apple users tracking daily spending, households rolling over unused budget, and monitoring net worth and investments.
How much does Copilot Money cost?: Paid plans for Copilot Money start at $13 per month, and there is no free plan. A free trial is available.
Is Copilot Money open source?: No. Copilot Money is proprietary (closed-source) software and can't be self-hosted. Open-source alternatives to Copilot Money include Sure, Wealthfolio and Cashew.
What are some alternatives to Copilot Money?: Copilot Money competes with Monarch, YNAB and Quicken. For open-source options, see Enlisted's ranked list of open-source Copilot Money alternatives.