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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 CalendarBudget?

Financial advisors suggest utilizing a monthly calendar budget to effectively organize and manage your finances. CalendarBudget is an intuitive personal finance application tailored to help you both MONITOR and STRATEGIZE your financial activities for both past and upcoming periods. This straightforward tool eliminates the complexity typically associated with budgeting, allowing users to dive straight into managing their finances without a lengthy learning curve. - Receive timely reminders to ensure you never overlook a bill. - Gain insights into the timing of your income, expenditures, and habitual spending. - Access your projected account balance for any future date. - Prepare in advance for significant upcoming financial obligations. - Set goals for saving for future endeavors! - Enjoy seamless synchronization between mobile and web versions. Budgeting Software: This budget planner and expense management app is essential for navigating today’s financial landscape, and it’s a necessity for you as well. With consumer debt reaching unprecedented levels, managing personal finances has become increasingly difficult due to the prevalence of easy credit, spontaneous purchases, and inadequate financial planning techniques. CalendarBudget serves as your comprehensive resource for assessing whether you can afford your current and future expenditures, making it an invaluable tool in today’s economic climate. By employing this application, you’ll gain better control over your finances and work towards a more stable financial future.

Media

Media

Integrations Supported

Amazon
Era
MX
Venmo

Integrations Supported

Amazon
Era
MX
Venmo

API Availability

Has API

API Availability

Has API

Pricing Information

$8.99 per month
Free Trial Offered?
Free Version

Pricing Information

$7.99 per month
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Copilot Money

Date Founded

2019

Company Location

United States

Company Website

copilot.money/

Company Facts

Organization Name

CalendarBudget

Company Location

Canada

Company Website

calendarbudget.com

Categories and 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

Categories and 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

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