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What is Quicken?

Simplify your financial oversight with Quicken to make this tax season as effortless as possible. Effortlessly obtain a holistic understanding of your financial situation. Quicken allows you to unify all your banking, investment, retirement, and credit card accounts in a single, accessible place. Keep tabs on your spending by tracking available funds after paying your bills. Improve your financial choices by creating custom budgets tailored to your needs. You can easily assess your income against your expenses, review expected balances after bill payments, and receive reminders to ensure you never miss important deadlines. Additionally, evaluate your investment portfolio, monitor its performance, and conduct market comparisons to feel more assured in your buying or selling decisions. With over 17 million users benefiting from Quicken over the years, you can join this community and take charge of your financial future starting today. By integrating Quicken into your financial routine, you pave the way for smarter financial management and greater peace of mind.

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.

Media

Media

Integrations Supported

Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Era
Faithful Steward
Itemize
Lead Commerce
MuniBilling
NeatFiles
Ninth Wave
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Venmo
WebSelfStorage
ezCheckPrinting

Integrations Supported

Acumen
BankTree
Bethpage Federal Credit Union
Checksoft Home & Business
Era
Faithful Steward
Itemize
Lead Commerce
MuniBilling
NeatFiles
Ninth Wave
Orange Bank
Polonious
QuickBooks Online
QuickBooks Online Advanced
Regions Business Banking
Venmo
WebSelfStorage
ezCheckPrinting

API Availability

Has API

API Availability

Has API

Pricing Information

$29.99 per year
Free Trial Offered?
Free Version

Pricing Information

$8.99 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

Quicken

Company Location

United States

Company Website

www.quicken.com

Company Facts

Organization Name

Copilot Money

Date Founded

2019

Company Location

United States

Company Website

copilot.money/

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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