# Copilot Money

> Personal finance app that auto-categorizes spending and tracks budgets, investments and net worth

Source: https://optioncmd.com/copilot-money
Website: https://www.copilot.money/?utm_source=optioncmd
Pricing: Paid
Categories: [Finance](https://optioncmd.com/categories/finance.md), [iPhone & iPad](https://optioncmd.com/categories/ios-ipados.md)
Listed: 2026-10-25
Updated: 2026-10-25

Copilot Money is a personal finance app for Mac, iPhone, iPad, and the web. It connects your bank, card, and investment accounts and keeps spending, budgets, and net worth in one place.

**Key features:**

- Connect to more than 10,000 US financial institutions, including Venmo, Apple Card, and Coinbase.
- Let Copilot Intelligence categorize transactions and learn your habits over time.
- Build budgets that roll unspent money over to the next month.
- Spot recurring subscriptions and see upcoming bills.
- Track investments with live performance, allocation, and benchmarks against market indexes.
- Follow your home's value by entering a Zillow URL.

Copilot is free to download from the App Store and runs on a monthly or annual subscription, $95 a year ($7.92 a month), with a one-month free trial. It shows no ads and doesn't sell your financial data. Bank connections are US only.

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