Copilot Money
Keep spending, budgets, and investments in one view.
PocketBuddy
Connect budgets, net worth, and financial goals in one workspace
Meet PocketBuddy
PocketBuddy brings bank balances, transactions, investments, budgets, and savings goals into a personal finance workspace. Users can track net worth, review cash flow, and follow progress toward planned milestones. Flexible budgets include rollover support, while visual summaries help explain where money has moved across accounts.
AI assistants use that financial picture to discuss budgeting, retirement, and other planning questions, and suggest possible next steps. Bank connections run through Plaid with read-only access, so the service can organize information without moving money. A public demo lets people explore the interface using sample data before starting a trial. The current product runs on the web, with a native iPhone app still planned.
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- Website
- pocketbuddy.org
- Status
- Launched
- Category
- Finance
- Listed
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