Copilot Money

A live demo of Genmojis in Copilot Money, now available in the latest version of the app✨ Genmojis can be used to customize your spending categories and recurring payments

And we have a winner! @thomasogates please DM us

Hello, iPad! Don't be scared, this isn't a stretched-out iPhone app 👻 To celebrate, we're giving away an 11-inch iPad Pro (M4)! Copilot Money for iPad is an extension of our powerful Mac app. It takes full advantage of the available screen size and the different ways you can interact with this device. Tracking your finances in one place has never been easier. 🎁 To enter the giveaway, simply repost this announcement and we'll pick a winner on Monday Nov 4th.

@CarsonLansdowne Please email us at hello@copilot.money with your Copilot account information and the issue you're having, thanks!

@copilotmoney Your help center in app does not work, please answer my DM!

10.31.24 🎃

Portrait or Landscape. iPad mini or iPad Pro. Split View or Full Screen. Get ready 👻

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The @copilotmoney family keeps growing! Mac, iPhone, and very soon: iPad 🎃

🆕 New in version 4.5.0 → See which connections need your attention. At the top of the Accounts tab, you'll now see a call to action to re-verify or to sign-in if new accounts become available for one of your connections.

@MichaelArtiaga Hi Michael, Cash Flow on Mac requires macOS 13 or above. Once you update, you'll see it!

@copilotmoney Updated to MAC Copilot Version 4.4.0 (74). I'm not seeing the new Cash Flow tab. Where is it? The iPhone version is good.

Are you spending more than you were a year ago? How much have you saved so far this year? These are important questions that Copilot Money is here to help you answer. Today, we’re excited to introduce a new feature that does just that. Our vision is for a future where everyone has a clear picture of their finances, without all the anxiety. Where they can reclaim their data from the banks to build their own plan for achieving their goals — with confidence and trust in their tools for doing so. Our new Cash Flow section helps us get closer to that vision. It focuses on three key areas: income, spending, and net income. You can now easily compare your progress over different time frames and dive into category and transaction-level details. We can't wait for you to try it!

If you have a @public account you can now track it on Copilot! We're excited to announce that we've worked with Public on a direct integration that gives you close to real-time updates on your portfolio.

A brand new tab. Available tomorrow.

@moneywithkatie @ambmstan we ❤️ @moneywithkatie

@ambmstan @copilotmoney 🙏🏼 bless

The @copilotmoney app. The best $70 you’ll ever spend. Also @moneywithkatie

@tmb3315 Please contact us through the app and we’ll look into it!

@BryanKendrick18 We haven’t been able to find a ticket about this, do you mind emailing us your Copilot email address to hello@copilot.money? Thanks!

@copilotmoney It has been 2 days and no response from @copilotmoney Problem still persists.

@copilotmoney please help

@BryanKendrick18 It takes us roughly one day to get back to you, let us know if it’s been more than two full business days!

@copilotmoney Hi! 👋 Already did. No response.

We hope this feature gives you even more granular control over how you want to organize your transactions. We can’t wait to see what you do with it! Try it today on iOS and Mac. Learn more at changelog.copilot.money

🏷️ Starting today, you can leverage Tags to organize your transactions in a whole new way. Use Tags to organize your spending during a vacation, keep track of transactions that need a Venmo split, or to classify different sources of income.