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Description
The online software solution serves as the foundation for constructing and showcasing the budget. This service involves inputting budget details and maintaining their accuracy, which facilitates verification by external parties. Importantly, no sensitive information is recorded or accessible, as all entries are derived from the officially approved public budget. Budget Infographics operates on a Tier 1 web hosting platform, ensuring it remains unaffected by the city's website operations. Additionally, while the service primarily manages data entry autonomously, we are prepared to update the information whenever requested by the city. This flexibility ensures that the budget remains relevant and up-to-date for stakeholders.
Description
Take a moment to analyze your recent expenditures, track any pending refunds, and prepare for upcoming bills. Our innovative categorization system generates personalized rules tailored to your spending habits. You can establish budgets that carry over your remaining balance from one month to the next. Gain insights with comprehensive monthly summaries detailing your income and expenses. Approve intelligent adjustment suggestions with just a tap. Our categorization system quickly learns your preferences. You can also create personalized spending categories and groups. Set up custom rules for even the most complex transactions. Access detailed information about your purchases from platforms like Amazon and Venmo. Adjust any aspect of a transaction as needed. By entering your property address, Copilot will monitor the estimated value of your home. Keep track of your net worth through consolidated views of your financial accounts and investments. Copilot’s smart monitoring system notifies you when something requires your attention, providing helpful alerts. We ensure that your personal and financial information is handled with the utmost care and respect, just as we would want our own data to be treated. As you navigate your finances, you can rely on Copilot for support and guidance every step of the way.
API Access
Has API
API Access
Has API
Integrations
Amazon
Era
Venmo
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$8.99 per month
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Budget Infographics
Founded
2012
Country
United States
Website
www.budgetinfographics.com
Vendor Details
Company Name
Copilot Money
Founded
2019
Country
United States
Website
copilot.money/
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control
Product Features
Budgeting
"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control