Copilot Money
Track spending, budgets, and investments with smart automation
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About Copilot Money
Personal financial data is often fragmented across multiple accounts, while incoming bank transaction data is messy and hard to categorize accurately.
Copilot Money is a personal finance app that connects with over 16,000 financial institutions to track spending, budgets, investments, and net worth across iPhone, Mac, iPad, and web platforms.
The app includes an automated money assistant that cleans messy transaction data, categorizes purchases, matches refunds, and executes automated instructions like tagging expenses for specific trips.
It analyzes ongoing spending patterns to suggest budget rebalancing and offers conversational financial context, answering questions about specific bills, accounts, and financial scenarios.
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