![]() ![]() Using your transaction and spending data, Copilot creates what it calls “realistic budgets” based on that activity. You can also connect your investment accounts to see your holdings and returns. On Copilot everything is customizable, and you can easily train it to better understand your finances. It also finds and tracks your subscriptions and bills, notifies you when you get paid, and shows you an end-of-month summary that accurately reflects where your money went and how your net worth changed. It automatically tracks your accounts and helps you navigate your finances throughout the month. From there, the app learns from your transaction history and other data points to give you insights into your spending.Ĭopilot is a beautifully designed home for your finances. ![]() This includes things like credit cards, checking and savings accounts, loans, and investment data. Copilot combines in-depth reporting and personalization to help you budget and track your finances, with “hyper-personalized finance data insights powered by machine learning.”Ĭopilot works by aggregating all of your different accounts in one place. One of the most popular budgeting and financial planning apps for iPhone, dubbed Copilot, is expanding to the Mac for the first time. ![]()
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