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What is Copilot?

Take some time to review your recent spending habits, keep an eye on any outstanding refunds, and get ready for your upcoming bills. Our advanced categorization system creates customized rules based on your unique financial behavior. You have the option to set budgets that track any leftover amounts from one month into the next. With detailed monthly summaries, you can gain valuable insights into your income alongside your expenses. You can easily approve smart adjustment recommendations with a simple tap. Our categorization system adapts quickly to your preferences, allowing you to create tailored spending categories and groups. For even the more intricate transactions, you can set up individualized rules. You can also access thorough information about your purchases made on platforms such as Amazon and Venmo, and modify any part of a transaction when necessary. By inputting your property address, Copilot can track the estimated value of your home over time. Monitor your net worth through a unified view of your financial accounts and investments. Copilot’s intelligent monitoring system will alert you when something needs your attention, sending you timely notifications. We prioritize the protection of your personal and financial details with the utmost diligence, treating your data with the same care we expect for our own. As you manage your finances, you can depend on Copilot to offer assistance and advice at every juncture, ensuring you feel supported throughout your financial journey. This way, you can approach your financial future with confidence and clarity.

What is Buddy?

Gain mastery over your financial situation by steering clear of overspending and comprehending your available resources through meticulous budgeting. Seamlessly monitor your expenditures to gain a better understanding of how your money is distributed and utilized. Furthermore, you can collaborate on your budget with a partner, roommate, or anyone else, which allows for coordinated updates on transactions. Enhance your experience by creating personalized categories and choosing your favorite color schemes within the application. Additionally, set up your accounts for spending, savings, and any existing debts to effectively track your overall net worth. This comprehensive approach enables you to attain a more detailed view of your financial well-being and empowers you to make sound decisions as you navigate your financial journey. Ultimately, a well-structured budget provides the foundation for a more secure and prosperous future.

Media

Media

Integrations Supported

Amazon
Era
Venmo

Integrations Supported

API Availability

API Availability

Pricing Information

$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Trial Offered?

Pricing Information

Free
Free Version

Supported Platforms

iPhone
iPad
Mac

Supported Platforms

iPhone
iPad
Mac

Customer Service / Support

Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub

Training Options

Not specified

Company Facts

Organization Name

Copilot Money

Date Founded

2019

Company Location

United States

Company Website

copilot.money/

Company Facts

Organization Name

Buddy

Company Website

buddy.download/

Categories and Features

Budgeting

Not specified

Personal Finance

Not specified

Categories and Features

Budgeting

Not specified

Personal Finance

Not specified

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