Personal Finance

Copilot Money

A personal finance app for tracking your money, budgets and investments in one place.

Overview

Copilot Money brings your spending, budgets, investments and net worth into one personal finance app. It is available on Web, iPhone, Mac and iPad, with a native app built for macOS. Copilot Money is powered by smart automation. It cleans up messy bank data and keeps assigned tasks running in the background. Its money assistant can discuss financial scenarios, but it does not act without your approval.

Updated Nov 7, 2026

6 things

What Copilot Money has

Apps

macOS
iPad
iPhone

For developers

A Model Context Protocol server that lets AI tools connect to and act on your data.

Support

Real people you can contact when you need help with the tool.

Pricing

Try the paid product for a limited time before committing to a subscription.

17 features

Key Features

Money tracking
Track spending, budgets, investments & net worth all in one beautifully designed place.
Transaction cleanup
Bank data often arrives messy: wrong transaction categories, unmatched refunds. Your money assistant cleans it all up for you.
Background instructions
Give your money assistant tasks, like tagging transactions for a trip. They’ll continue to run in the background.
Budget suggestions
Your money assistant notices when your spending shifts, and suggests changes to keep your budget up to date.
Financial conversations
Because your money assistant sees your whole financial picture, it can talk through scenarios and weigh decisions with you.
Investment tracking
Stocks, crypto, retirement accounts. Follow every holding and see how your portfolio is moving.
Recurring charges
That streaming service you forgot about? We didn’t. See every subscription and recurring charge.
Budget approval
Your money assistant never acts without your approval.
Spending-based budget
Get your first budget based on your real spending.
Category customization
Make every category your own with colors and emojis.
Amazon charge details
See what each Amazon charge was for.
Market comparison
Compare your holdings against the market .
Financial scenarios
Because your money assistant sees your whole financial picture, it can talk through scenarios and weigh decisions with you.
Net worth tracking
Know your net worth, every day.
Subscription tracking
That streaming service you forgot about? We didn’t. See every subscription and recurring charge.
Approval controls
Your money assistant never acts without your approval.
Data privacy
We never sell your financial data, train external AI models on it, or show you ads. You pay for Copilot Money, that’s our business model. Learn more .

Pros and cons

Pros

The 1-month free trial gives you time to try it.
Support from a real person is available inside the app.

As of November 2026

Pricing

Paid. Plans start at $109 per year.

One simple plan
$109
per year

You?

Be the first to rate Copilot Money

Your review helps others make better decisions. No account needed. Takes about 10 seconds.

Featured Video

See Copilot Money at work before you try it.

Watch on YouTube

6 questions

FAQs

Does Copilot Money have a free trial?

Yes. Copilot Money offers a 1-month free trial for tracking spending, budgets, investments and net worth.

What does Copilot Money do?

It tracks spending, budgets, investments and net worth in one place. It also cleans up bank data and can suggest budget changes when your spending shifts.

Who is Copilot Money for?

Copilot Money is for people who want to track their personal finances, including spending, budgets, investments and net worth.

Where can I use Copilot Money?

Copilot Money is available on Web, iPhone, Mac and iPad. Its Mac version is a native app built for macOS.

What integrations does Copilot Money support?

It integrates with Amazon and Venmo. Its connector also gives ChatGPT, Claude, Codex and Cursor read-only access to your Copilot Money data.

Does Copilot Money track investments?

Yes. It tracks stocks, crypto and retirement accounts, showing each holding and how your portfolio is moving.

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Community reviews

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No reviews yet

Community reviews

Sort:Write a review

No written reviews yet. Be the first to share your experience.

Tried this tool? Share your experience.

Write a review

6 things

What Copilot Money has

Apps

macOS
iPad
iPhone

For developers

A Model Context Protocol server that lets AI tools connect to and act on your data.

Support

Real people you can contact when you need help with the tool.

Pricing

Try the paid product for a limited time before committing to a subscription.

17 features

Key Features

Money tracking
Track spending, budgets, investments & net worth all in one beautifully designed place.
Transaction cleanup
Bank data often arrives messy: wrong transaction categories, unmatched refunds. Your money assistant cleans it all up for you.
Background instructions
Give your money assistant tasks, like tagging transactions for a trip. They’ll continue to run in the background.
Budget suggestions
Your money assistant notices when your spending shifts, and suggests changes to keep your budget up to date.
Financial conversations
Because your money assistant sees your whole financial picture, it can talk through scenarios and weigh decisions with you.
Investment tracking
Stocks, crypto, retirement accounts. Follow every holding and see how your portfolio is moving.
Recurring charges
That streaming service you forgot about? We didn’t. See every subscription and recurring charge.
Budget approval
Your money assistant never acts without your approval.
Spending-based budget
Get your first budget based on your real spending.
Category customization
Make every category your own with colors and emojis.
Amazon charge details
See what each Amazon charge was for.
Market comparison
Compare your holdings against the market .
Financial scenarios
Because your money assistant sees your whole financial picture, it can talk through scenarios and weigh decisions with you.
Net worth tracking
Know your net worth, every day.
Subscription tracking
That streaming service you forgot about? We didn’t. See every subscription and recurring charge.
Approval controls
Your money assistant never acts without your approval.
Data privacy
We never sell your financial data, train external AI models on it, or show you ads. You pay for Copilot Money, that’s our business model. Learn more .

Pros and cons

Pros

The 1-month free trial gives you time to try it.
Support from a real person is available inside the app.

As of November 2026

Pricing

Paid. Plans start at $109 per year.

One simple plan
$109
per year

You?

Be the first to rate Copilot Money

Your review helps others make better decisions. No account needed. Takes about 10 seconds.

Featured Video

See Copilot Money at work before you try it.

Watch on YouTube

6 questions

FAQs

Does Copilot Money have a free trial?

Yes. Copilot Money offers a 1-month free trial for tracking spending, budgets, investments and net worth.

What does Copilot Money do?

It tracks spending, budgets, investments and net worth in one place. It also cleans up bank data and can suggest budget changes when your spending shifts.

Who is Copilot Money for?

Copilot Money is for people who want to track their personal finances, including spending, budgets, investments and net worth.

Where can I use Copilot Money?

Copilot Money is available on Web, iPhone, Mac and iPad. Its Mac version is a native app built for macOS.

What integrations does Copilot Money support?

It integrates with Amazon and Venmo. Its connector also gives ChatGPT, Claude, Codex and Cursor read-only access to your Copilot Money data.

Does Copilot Money track investments?

Yes. It tracks stocks, crypto and retirement accounts, showing each holding and how your portfolio is moving.

Copilot Money

Overview

What Copilot Money has

Apps

For developers

Support

Pricing

Key Features

Money tracking

Transaction cleanup

Background instructions

Budget suggestions

Financial conversations

Investment tracking

Recurring charges

Budget approval

Spending-based budget

Category customization

Amazon charge details

Market comparison

Financial scenarios

Net worth tracking

Subscription tracking

Approval controls

Data privacy

Pros and cons

Pros

Pricing

Copilot Money pricing plans

One simple plan

Be the first to rate Copilot Money

Featured Video

FAQs

Does Copilot Money have a free trial?

What does Copilot Money do?

Who is Copilot Money for?

Where can I use Copilot Money?

What integrations does Copilot Money support?

Does Copilot Money track investments?

What Copilot Money has

Apps

For developers

Support

Pricing

Key Features

Money tracking

Transaction cleanup

Background instructions

Budget suggestions

Financial conversations

Investment tracking

Recurring charges

Budget approval

Spending-based budget

Category customization

Amazon charge details

Market comparison

Financial scenarios

Net worth tracking

Subscription tracking

Approval controls

Data privacy

Pros and cons

Pros

Pricing

Copilot Money pricing plans

One simple plan

Be the first to rate Copilot Money

Featured Video

FAQs

Does Copilot Money have a free trial?

What does Copilot Money do?

Who is Copilot Money for?

Where can I use Copilot Money?

What integrations does Copilot Money support?

Does Copilot Money track investments?

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