Copilot Money is an award-winning app that brings a personal approach to managing your finances. It ties together your entire financial life into a beautifully-designed app that has been recognized by Apple on countless occasions.
Plus, Copilot Money is now available on the web so you can access it from anywhere.
Copilot Money is exclusively offering 9to5Mac readers an extended two-month free trial with code 9TO5MAC. Plus, you can save 26% on Copilot Money’s annual plan when you subscribe on the web with this link (new users only).
How Copilot Money works
Copilot Money can sync and connect with tens of thousands of financial institutions. There are custom connections for things like Venmo and Amazon. Copilot Money also takes advantage of Apple’s FinanceKit framework. This lets you track your Apple Card and Apple Card Savings Account data in real time, setting it apart from other budgeting apps out there.
Copilot Money brings together all of your accounts, spending, savings goals, and investments. The app is divided into a collection of easy-to-use tabs:
Dashboard : A big-picture overview of your spending, income, recent transactions, your monthly progress, upcoming recurrings, and trending budget categories.
: A big-picture overview of your spending, income, recent transactions, your monthly progress, upcoming recurrings, and trending budget categories. Transactions : View all your transactions across all of your accounts, plus filter by account, category, month, and more.
: View all your transactions across all of your accounts, plus filter by account, category, month, and more. Investments : Track all of your investments in a single interface.
: Track all of your investments in a single interface. Accounts : A bird’s-eye view of all your financial accounts, organized by account type.
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