Copilot Money

A paid personal finance app for tracking spending, budgets, investments and net worth on Apple devices and web.

PaidProprietarymacOSiOSWeb

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1 more ways to get Copilot Money

Package managers

  • Homebrewbrew install --cask copilot-money

About Copilot Money

Copilot Money gathers spending, budgets, investments and net worth into one place, using automation to organise transactions. It is available on the web, iPhone, iPad and Mac, and the developer says it is built with privacy in mind.

It is a subscription service with a one-month free trial. It suits Apple users who want a polished, largely automatic overview of their finances and are willing to pay for it.

Strengths

  • Spending, budgets, investments and net worth in one app
  • Automatic transaction organisation
  • Native apps for iPhone, iPad and Mac plus a web version

Limitations

  • No Android or Windows app
  • Subscription required after the trial

Details

Pricing
PaidSubscription with a one-month free trial.
License
Proprietary
Developer
Copilot Money
Platforms
macOS, iOS, Web
How it runs
Downloadable app, Hosted service
Account
Required
Best suited for
Apple users who want automated budgeting and investment tracking
Last verified
Added
Provenance
Facts checked against the developer's own pages and store listings, 1 sources on file.

Alternatives to Copilot Money

Compare all

Software that can replace Copilot Money for an important use case, and what changes if you switch.

  • Monarch Money

    A subscription money app that connects your accounts to track spending, budgets, net worth and goals.

    Monarch Money is a subscription service on Android, iOS and web that tracks spending, budgets, net worth and goals, with free shared partner access.

  • YNAB

    A subscription budgeting app built around zero-based budgeting, where every dollar is assigned a job.

    YNAB is a zero-based budgeting subscription on Android, iOS and web, focused on a hands-on method rather than automatic organisation and investments.

  • Quicken Simplifi

    A subscription budgeting app from Quicken that tracks spending, savings goals, investments and net worth.

    PaidProprietaryWeb

    Quicken Simplifi is a web subscription app for budgets, savings goals and investment tracking with cost basis and performance, without native Apple apps listed.

  • Rocket Money

    A budgeting app that finds your subscriptions, helps cancel them and tracks monthly spending.

    Rocket Money is a freemium budgeting app on Android, iOS and web that focuses on finding and cancelling subscriptions alongside monthly budgets.

  • PocketGuard

    A budgeting app that links your accounts and shows what is left to spend after bills.

    PocketGuard is a paid app on web, iOS and Android showing money left after bills, with subscription tracking and a debt payoff planner.

  • MoneyWiz

    A personal finance app for budgets, accounts and bank sync with desktop and mobile versions.

    FreemiumProprietarymacOSiOS

    MoneyWiz is a freemium macOS and iOS app with bank sync across 40,000 banks and offline use, syncing through the developer's cloud.

  • Lunch Money

    A web-based budgeting and spending tracker with multi-currency support, bank syncing and a developer API.

    PaidProprietaryWeb

    Lunch Money is a paid web budgeting tracker with strong multi-currency support, bank syncing, a rules engine and a developer API.

  • Banktivity

    Personal finance software for Mac, iPhone and iPad covering budgeting, investments and net worth.

    PaidProprietarymacOSiOS

    Banktivity is paid native software for Mac, iPhone and iPad covering budgeting, investments, net worth and retirement planning.

Copilot Money as an alternative

Listings that name Copilot Money as an alternative.

  • iFinance 5

    Personal finance app for Mac, iPhone and iPad that tracks income, spending and account balances.

    PaidProprietarymacOSiOS

    Copilot Money adds automated budgets, investment and net worth tracking with a web version, but needs a subscription after the trial instead of a single purchase.

  • Kubera

    A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.

    PaidProprietaryWeb

    Copilot Money is a paid app for Apple devices and web tracking net worth, investments, spending and budgets, with no Android or Windows app.

  • MoneyMoney

    A Mac banking app that collects all bank accounts in one place for transfers, categories and budgets.

    PaidProprietarymacOS

    Copilot Money is a subscription app for Mac, iPhone, iPad and web that organises transactions automatically and tracks investments, rather than a banking app for transfers.

  • Tiller

    A service that feeds bank transactions and balances into your own Google Sheets or Excel spreadsheets.

    PaidProprietaryWeb

    Copilot Money is a paid app for macOS, iOS and web with automatic transaction organisation and investment tracking, but has no Android or Windows app.

Similar software

Related functionality, not necessarily a direct replacement.

  • PocketSmith

    A budgeting and cash-flow forecasting service that projects account balances into the future.

    FreemiumProprietaryWeb
  • Credit Karma

    Free web service and mobile app for checking credit scores and reports and tracking spending.

    FreeProprietaryWeb
  • Honeydue

    A mobile finance app for couples to track shared money, bills and expenses together.

    FreeProprietaryAndroidiOS
  • Sharesight

    An online stock portfolio tracker that reports performance, dividends and investment tax figures.

    FreemiumProprietaryWeb

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