Copilot Money

Meet Copilot Money

Copilot Money gathers spending, budgets, investments, and net worth from connected accounts. It categorizes transactions automatically and gives you a place to review them, check upcoming bills, and follow subscriptions or pending refunds. Monthly summaries show cash-flow trends, while budget rollovers carry an unused amount into a later period.

Investment views show holdings and allocation, with estimated performance and supported property information adding context to the asset picture. You can move between everyday purchases and longer-term balances in the same app. Copilot is available on iPhone, iPad, Mac, and the web for reviewing finances across your devices.