Finance Paid

Copilot Money

Copilot Money is a personal finance app for tracking spending, budgets, investments, net worth, and recommendations.

Visit official website
PricingPaid
Starting priceMonthly subscription shown in App Store at $13/mo and yearly subscription at $95/year; verify current in-app pricing.
Free planNo
Free trialYes
APINo
Open sourceNo
DeploymentCloud
Last verifiedAugust 28, 2026
Overview

Tool overview

Copilot Money is listed under Finance AI tools.

Summary

What is Copilot Money?

Copilot Money helps individuals manage personal finances by connecting accounts, categorizing transactions, tracking budgets, monitoring investments and net worth, and surfacing personalized insights. It is available across iPhone, iPad, Mac, and Web.

Best fit

Best for

IndividualsBudget-conscious usersPersonal finance enthusiastsMac and iPhone usersHouseholds tracking spending
Audience

Who is it for?

ConsumersPersonal budgetersInvestors tracking net worthCouples and householdsiOS/Mac users
Capabilities

Key features

Budget tracking

Transaction categorization

Account connections

Investment tracking

Net worth tracking

Personalized recommendations

Web app

iPhone, iPad, and Mac apps

Free trial onboarding

Workflows

Use cases

Tracking monthly spending

Building budgets

Monitoring net worth

Reviewing transactions

Tracking investments

Understanding cash flow

Strengths

Pros

  • Modern personal finance experience
  • Available on iPhone, iPad, Mac, and Web
  • Free trial onboarding
  • Strong budgeting and transaction workflows
Considerations

Cons

  • Paid subscription required after trial
  • US-centric account connections may limit fit in some regions
  • No official public affiliate program verified
Considerations

Limitations

Not business accounting software

Account support depends on financial institution connections

Not investment advice

Cost

Pricing details

Pricing modelPaid
Starting priceMonthly subscription shown in App Store at $13/mo and yearly subscription at $95/year; verify current in-app pricing.
Free planNo
Free trialYes
Pricing context

Billing options

Monthly or annual subscription; free trial starts during onboarding.

View official pricing
Compatibility

Supported languages

  • English
Connectivity

Integrations

Bank connections

Credit cards

Investment accounts

Apple platforms

Web app

Specs

Technical details

PlatformsWeb, iOS, Desktop, Android
Multilingual supportNo
Login requiredYes
Open sourceNo
LicenseProprietary
DeploymentCloud
CompanyCopilot Money
Launch year2020
Current versionContinuous cloud service
Data confidenceHigh
Last verifiedAugust 28, 2026
Documentation → Data source →
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Answers

Frequently asked questions

Copilot Money helps individuals manage personal finances by connecting accounts, categorizing transactions, tracking budgets, monitoring investments and net worth, and surfacing personalized insights. It is available across iPhone, iPad, Mac, and Web.
Individuals Budget-conscious users Personal finance enthusiasts Mac and iPhone users Households tracking spending
The listed pricing model for Copilot Money is Paid. Pricing can change, so users should verify the latest plan details on the official website.
Yes. The current profile indicates that a free trial is available.
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