Copilot Money
@copilotmoney
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2024 Apple Design Award finalist 🏆 Track spending, subscriptions, investments, and net worth. Available for iOS and Mac. Support? Contact us through the app.
New York, NY
Joined December 2018
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Pinned Tweet
Are you spending more than you were a year ago?
How much have you saved so far this year?
These are important questions that Copilot Money is here to help you answer. Today, we’re excited to introduce a new feature that does just that.
Our vision is for a future where everyone
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hello, macOS 👋
It's time! Copilot is now available as a native app for your Mac. Get it today from
Below, a few of the most exciting features we're launching with 👇
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The tweet you've been waiting for.
Coming to a Mac near you, Fall 2022.
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Copilot for macOS is now officially in beta, getting ready for launch.
100 invites have been sent, more coming next week. Follow us and drop a comment below if you’d like one 🎟
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The most requested credit card integration is now live on Copilot Money 💳
Starting today, Copilot can keep track of your Apple Card, Apple Cash, and Savings accounts. Try it today →
Keep reading to learn more!
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It's true! The team is working around the clock to add a way to import your Mint data into Copilot (from both the iOS app and our Mac desktop app).
You can get started today and backfill your historical transactions once this is ready, or sign up for the waitlist here →
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Review transactions without even opening the app.
Available 9.18 on iOS 17
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The good news just keeps coming.
We're a finalist on this year's
@AppStore
Awards!
#AppStoreAwards
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They're here! We're giving away 10 pieces of our new Copilot swag by
@KnownSupply
tomorrow at noon ET, you get to pick which one. Like this tweet and reply with your favorite Copilot feature to enter 👇
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Starting today, see your investments in a whole new light
⚡️ Get a bird's-eye view of your accounts, with live balance estimates
⚡️ Easily benchmark the different services you use by comparing your returns
⚡️ See a detailed breakdown of your holdings and allocation
Let's go!
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Here's a quick recap of the new features we've launched over the last few weeks. More coming soon!
👉 Learn more and give our Mac and iOS apps a try at
1 - Key Metrics
You can now see yearly totals and monthly averages for all your spending categories.
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That's us!
Today our work is being recognized and featured in the
@Apple
App Store as the "App of the Day" 🎉
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Calling all beta testers! ✋
After months of hard work, we're finally ready to start beta testing our new Investments tab.
Reply to this tweet if you'd like an invite to TestFlight and we'll do our best to add you as soon as we can 🚀
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AI for Spending Categorization is here!
Starting today, every Copilot user gets their own Machine Learning categorization model that constantly learns from the transactions they've reviewed in the past.
Learn more →
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🏷️ Starting today, you can leverage Tags to organize your transactions in a whole new way.
Use Tags to organize your spending during a vacation, keep track of transactions that need a Venmo split, or to classify different sources of income.
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We stand against racism. As a team, we've decided to donate last month's revenue to charities fighting for justice. Black lives matter.
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👀 Look at us, all grown up with a brand new website.
Getting ready for the next chapter!
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A new version of Copilot for Mac is out! Here's a quick recap of what's new 👇
- Similar Transactions
When you open a transaction you'll now see your other transactions that share the same name. Very useful for when you're trying to see how much you've spent at a certain store.
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📈 Comparing your investments' returns to a relevant market index helps you objectively assess how well your accounts are performing.
Starting today, you can do this in Copilot (across all linked accounts)!
If you don't have the app yet →
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We're celebrating turning 1 in a few days by gifting 10 annual subscriptions 🎁 Drop a comment below or RT, and we'll notify the winners on Jan 1st (if you tag a friend they'll also get an annual subscription if you win)
This was us a year ago 👶
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That's us!
We're now one of Apple's "Top 10 Finance Apps", right next to giants like Robinhood, Credit Karma, Public, and others.
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A few more exciting new features that we’ve released this month.
👉 Learn more and give our Mac and iOS apps a try at
1 - Bulk edit transactions on iOS
You can now multi-select transactions for bulk editing in the Transactions tab, just like on Mac.
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📽️ We're trying something new. We present to you our very first video update!
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Our biggest update to Copilot's budgeting engine is available for everyone starting today!
You can now choose to maintain the same budget for all months, or set unique budgets month to month in each category.
1/3 🧵
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You asked for it and we delivered: We're happy to announce our brand new direct integration with Capital One!
Get it here 👉
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Thanks to new functionality available on iOS 17.4, you can now track all of your Apple financial accounts in real-time and without the need to manually upload any files or share your credentials.
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If you have a
@public
account you can now track it on Copilot!
We're excited to announce that we've worked with Public on a direct integration that gives you close to real-time updates on your portfolio.
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Bring your Copilot Dashboard to your home screen with our brand new Daily Spending widget
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Everyone’s spending patterns have changed, see yours in our brand new Month in Review ✨
Update Copilot today and take it for a spin tomorrow, May 1st 👉
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Interactive widgets are here!
☑️ Starting today, you can review your recent transactions directly from the widget.
Need to make a change? Simply tap on the transaction to open Copilot.
Learn more →
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We've also been busy growing the team to make sure we can continue to support all of our users well.
We're excited to announce that we've doubled our Customer Success team, and their sole focus is on providing the best user experience. We’ve also had Product and Engineering in
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No need to delete anything! Once you link your Apple Card, Copilot will take care of merging your account.
You can choose if you want to keep your manually imported transactions, or replace everything with the new data coming from Apple.
@copilotmoney
Does Apple integration require us to delete our existing manual Apple accounts and add them again as new accounts?
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Copilot just got a lot smarter 🤖
You can now create partial name rules to automatically categorize transactions that don’t always share the exact same name
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🏠New Feature
Copilot now automatically keeps track of Real Estate estimates, and surfaces Home Equity directly in the Investments tab. This is now available for everyone on iOS and Mac.
Learn more at
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Hey Apple Card users 👋 Copilot can now import your statements directly from the Wallet app!
This feature comes with improved categorization, automatic detection of duplicates (very useful if you're also logging expenses by hand), and historical balances
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We're (finally) putting together our About Us page, so we took a photo of the team behind Copilot✌️
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We're looking for another batch of beta testers!
If you're ready to import your Mint transaction data, send us a DM with your email and tell us if you already have a Copilot account or if you're going to be creating a new one.
We're only looking to add 20 users today, but we'll
It's true! The team is working around the clock to add a way to import your Mint data into Copilot (from both the iOS app and our Mac desktop app).
You can get started today and backfill your historical transactions once this is ready, or sign up for the waitlist here →
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👉 New in version 2.0.25:
Copilot can now track Bitcoin and Ethereum addresses, and Bitcoin hardware wallets through their extended public key.
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Thank you for all the love and support you sent our way this year.
Every tweet, mention, review, and shout-out helped us spread the word and allowed us to keep building.
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We also recently released a new way for you to import your historical transactions from Mint, available today on Mac and iOS.
3/4 🧵
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Knowledge is power, so we're offering 2 months free for new users with the code 2MFREE to help you see where your money is going and take control of your finances. If you're already a fan of Copilot, help us spread the word with a RT! 🙌
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We've made it super easy to quickly go over your recent transactions and make changes in bulk.
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Copilot 1.10 is live and we're very excited about it! Here are some of the new features we just added, help us spread the word with a RT!
1) Venmo support: Our 150 beta testers are really happy with the integration, so we're launching it publicly!
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🆕 New in version 4.5.0 → See which connections need your attention.
At the top of the Accounts tab, you'll now see a call to action to re-verify or to sign-in if new accounts become available for one of your connections.
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Do you want Early Access to our Venmo integration? Send us a message through Copilot mentioning this tweet and we'll share a magic link ✨
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New features in our latest update:
✏️ Add notes to your transactions.
🔍 Filter by month, or search by category name or transaction amount.
✅ Income and Internal Transfer transactions in your To Review daily summaries.
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👉Introducing budget rollovers!
Rollovers carry your remaining balance from one month to the next, helping you track your spending across multiple months.
Turn them on in Settings and let us know what you think ✌️
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We’ve also improved the Rebalance Budgets feature. Now, you’ll have the option to have Copilot revert your budgets to the original amount after the current month ends. It’s a great way to adjust to the unexpected without changing your targets for future months.
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"5 Resolutions You'll Actually Keep"
Thank you
@AppStore
for featuring us!
You can learn more about Copilot here ➔
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Let’s take one final look at 2020, update the app to access your Year In Review 📈
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Wohoo!
@copilotmoney
just got featured in the latest
@MKBHD
video and to be honest it is a highly underrated finance app and it deserves all the recognition. I have been using it for the past few months highly recommend it! Great work by
@chuga
and team on this! Congratulations!!
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👉 new TestFlight opportunity!
If you have Gemini, Kraken, Coinbase Pro, Binance US, Bitstamp, or FTX US accounts, sign up for our newest beta program to see your entire financial life together in one beautiful app.
100 seats available, grab one here:
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Only
@MKBHD
has the key 🔐
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🔍 Copilot now shows your monthly totals when you search for something or use the filters. Make sure to update the app!
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After many months of hard work, tomorrow is the day. Can't wait.
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But not everyone wants to budget, so Copilot now supports turning off the budgeting system entirely through the settings menu.
Keep an eye out for another exciting release coming next week!
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Help us get to
#1
on Product Hunt! 🙏
East Coast friends, Copilot is currently live on Product Hunt and we could really use your vote! 🗳🚀
👉
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We've added an extra layer of "key metrics" across spending categories and recurring payments. And it all happens automatically.
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Interested in beta testing our Coinbase integration? Give this tweet a RT and contact us through Copilot to get your magic link ⚡️
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Your investments never looked this good, even when they're in the red.
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👉 For a complete list of new features, head over to
🌍 If you're not based in the US, we've created a simple way to help us decide where we should launch next
Thanks for the support, we couldn't have done it without you all ❤️
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In case you missed it, here's
@BritandCo
talking about us on the Teach Me Something New podcast. Check them out and subscribe!
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- Net Worth chart improvements
You can now see your totals in assets and debt as two separate lines. This is now also available on iOS.
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We hope this feature gives you even more granular control over how you want to organize your transactions. We can’t wait to see what you do with it!
Try it today on iOS and Mac.
Learn more at
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We got these two reviews today, what a great way to end the week
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⭐️⭐️⭐️⭐️⭐️ "My phone is a tool and I only have apps downloaded that add value to my life. This app adds immense value to my life. I have never written a review or rated an app before and I cannot recommend Copilot enough. I will be a lifelong user."
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🚨 We just released another update
You can now mark some of your Recurrings as paused (great for gym memberships currently on hold), and archive any subscriptions you've canceled. Try out the new list layout, too!
👇
Everyone’s spending patterns have changed, see yours in our brand new Month in Review ✨
Update Copilot today and take it for a spin tomorrow, May 1st 👉
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How often do you use
@copilotmoney
?
Products I’ve been using almost daily in quarantine:
@focusmate
@RoamResearch
@readwiseio
@zoom_us
@copilotmoney
@TheStreaksApp
@10percent
@onepeloton
@mindnode
@NotionHQ
@PurposeCards
@AmazonKindle
@sparkatwork
@moleskine
@Spotify
How about you?
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We built this in-house and with your privacy in mind. Our goal with Copilot has always been to create a truly smart personal finance app, and we're really excited to keep delivering on that promise.
You can learn more about Copilot at
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Keyboard shortcuts and actions!
Our favorite is Command F to quickly search across all your transactions, accounts, holdings, recurrings, etc.
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Thanks to everyone who’s helped us spread the word, your tweets and reviews really mean a lot to us!
The future of personal cash flow management (aka budgeting) is
@copilotmoney
. I feel the same way about this app as I did when I first downloaded
@RobinhoodApp
.
Use my code to get a free month: XWFH4F
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We had a blast working with the talented
@alandickinson
,
@gabrielebens
, and
@shmalessia
. Thank you all 💌
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2) Support for non-monthly recurring expenses: Great for tracking those yearly subscriptions and credit card fees.
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We just added a new spending category for donations. No need to update the app, simply tap on the 'Add A Category' button and Copilot will capture your existing and future donations.
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Need more detailed categorization? You can now split transactions ✂️
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v1.2.22 is out with a new Expenses category that doesn’t count towards your spending ✨
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