I’ve been using Copilot for over a year and the reason I’ve stuck with it for monitoring my finances is that it takes so little effort but provides so many valuable insights. That’s been critical to staying on top of my spending because even when I’m busy, I can find a minute or two to check on my latest purchases and make adjustments, keeping my spending under control and monitoring my overall financial health.
Their native iPhone and Mac apps can do it all: you can track your spending, budget, investments, and net worth all in one place, allowing you to drill into the details without losing sight of the big picture.
The secret to Copilot is how easy it is to track everything in your financial life. The app connects securely to your bank and other financial accounts and then reports back whenever a new transaction is detected.
New transactions are listed on Copilot’s Dashboard which analyzes them suggesting AI-powered categories for each. That makes reviewing transactions and applying them to a budget simple. With just a few taps or clicks, you can review everything and update your spending. Copilot’s Dashboard also reports where your spending stands compared to your budget and provides an overview of your budget by category, upcoming recurring expenses, and income.
For a more detailed look at your finances, Copilot includes a detailed Categories tab, more information on recurring expenses, such as subscriptions, and a chronological list of all transactions. The app also tracks the performance of your investments and the balance of each of your bank, investment, credit, and other accounts. With a recent update, Copilot is among the first apps to track Apple Card transactions too.
If you’ve ever struggled with tracking your finances, give Copilot a try today for free. And, for a limited time, MacStories readers can get an extra month as part of their Copilot free trial by using the code MACSTORIES when signing up. Visit their website to learn more and download Copilot from the App Store to get started today.
Our thanks to Copilot for sponsoring MacStories this week.
