Copilot Description
Check on your refunds and review your spending to see which bills are coming up. Our data-driven categorization engine creates customized rules to suit your spending. You can set budgets to carry your balance month to month. Get a high-level overview of your income and expenses with monthly summaries. Tap to approve smart adjustments suggestions. It's easy to use our categorization engine. You can create your own spending groups and categories. For the most difficult transactions, create custom rules. You can view transaction details from Amazon or Venmo. You can make adjustments to any transaction. Enter your property address to track the estimated value of your home. You can keep track of your net worth by combining views of all your investments and accounts. Copilot's smart monitoring helps you to know when something is urgent and sends you alerts to help you. We treat your financial and personal data as we would want them to be treated.
Copilot Alternatives
Simplifi
Track your progress towards short- and long-term goals and keep track of it. These goals should be included in your monthly spending plan. Know where your money is going from essential expenses to occasional splurges. To make sure you aren't paying for unnecessary subscriptions, you need to uncover them. A personal budget is automatically generated based upon your income, savings, and expenses. It is highly customizable and tracks your spending. You can use insights to optimize your spending and maximize your savings. Key notifications, built in reports, and cash flow projections make it easy for you to plan ahead. Simplifi makes it easy to create a flexible spending plan. You can add your own watchlists or savings goals to personalize it. The app allows you to make smart decisions and keep track of your money.
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Maybe
You can use our interactive tools to navigate and visualize your financial journey. Calculate how much your 401k and retirement payout will be worth to you. Calculate the length of time your savings will last based on your monthly expenses and savings rate. Calculate your investment return and evaluate the gain or losses. Plan your loan repayments and understand the schedule. Understand how inflation impacts an asset's price in the future and your future purchasing power. Watch your investments grow by earning interest from interest and letting money work for yourself. The articles are written in plain English and cover everything you need know about personal finances and wealth management. The goal is for you to run the app on your own, for free, to manage your finances, and then offer a hosted app for a small fee. Join the waitlist and you will be notified as soon as a hosted version is available.
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MoneyLine
MoneyLine is a personal finance program that allows you to track your money and bank accounts, as well as your spending. You can manage your finances by monitoring your spending, checking your bank accounts balances, and categorizing income and purchase transactions. Digitally balance all personal accounts, including savings and checking. You can also track credit cards.
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Monarch
Monarch makes budgeting easy for holidays. Trusted money management tools make it easy to track spending, bills, and expenses. Monarch is a modern, refreshing way to track expenses and manage money. Our finance tracker is an all in one tool that will help you achieve financial control and clarity. A customized dashboard allows you to track expenses and manage money. It is tailored to your needs so that you can focus on the most important things. With one view, you can easily track expenses, savings, and investments. A calendar of recurring expenses allows you to manage subscriptions and track bills. With a calendar view of future charges, money management is easier than ever. It doesn't have to be difficult to save money. You can track your personal finances and see how your spending, income, and savings habits change over time to affect your financial future.
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Pricing
Pricing Starts At:
$8.99 per month
Pricing Information:
$5.83 per month if billed yearly ($69.99 per year)
Free Trial:
Yes
Integrations
Company Details
Company:
Copilot Money
Year Founded:
2019
Headquarters:
United States
Website:
copilot.money/
Media
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Product Details
Platforms
Mac
iPhone
iPad
Type of Training
Documentation
Customer Support
Online
Copilot Features and Options
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