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Copilot Money

@copilotmoney • 13,232 subscribers

Apple Design Award finalist Track spending, budgets, investments and net worth. On Web, iOS, Mac & iPad. Questions? Contact us through the app!

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A few more exciting new features that we’ve released this month. 👉 Learn more and give our Mac and iOS apps a try at 1 - Bulk edit transactions on iOS You can now multi-select transactions for bulk editing in the Transactions tab, just like on Mac.

A few more exciting new features that we’ve released this month. 👉 Learn more and give our Mac and iOS apps a try at 1 - Bulk edit transactions on iOS You can now multi-select transactions for bulk editing in the Transactions tab, just like on Mac.

20,333,546 views

Meet your personal money assistant. Starting today, we're opening the public beta of a new feature that keeps an eye on your finances, connects the dots, and surfaces what matters before you have to go looking for it. If you want to be among the first to try it and help shape where it goes, join the waitlist here →

Meet your personal money assistant. Starting today, we're opening the public beta of a new feature that keeps an eye on your finances, connects the dots, and surfaces what matters before you have to go looking for it. If you want to be among the first to try it and help shape where it goes, join the waitlist here →

20,468 views

🏷️ 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.

🏷️ 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.

15,850 views

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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.

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.

44,643 views • 1 year ago

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!

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!

24,108 views • 1 year ago

10.31.24 🎃

10.31.24 🎃

12,197 views • 1 year ago

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