CoPilot - Track & Budget Money - app overview

Today, we're going to take a closer look at an exciting app called CoPilot, which can help you track and budget your money, spending and investing, and net worth. This app is designed to keep all your financial data in one place, and can provide you with a clear view of your finances. Let's explore it further.

First and foremost, let's learn how to install the app. To start, all you need to do is create an account, which you can easily do with Apple or email. Once you accept and continue, you can turn on Face ID if you desire. Then, you can securely give CoPilot read-only access to automatically track your accounts. It's important to note that CoPilot respects your privacy and does not sell or share any of your data.

Next, you can link all your accounts, including investments and credit cards, to CoPilot. By doing so, all your financial data will be tracked automatically, which is pretty cool. However, if you'd rather handle this manually, you can easily add your transactions manually instead.

Now, let's talk about the features of CoPilot. The app offers various widgets that let you keep track of your finances, just like your budgets. You can check all balances on your cards and accounts, and even get notifications about spending habits or large purchases.

CoPilot also has an option to upgrade to a free trial, which lets you see types of transactions such as credit card payments and regular transactions. When you complete onboarding, you can start your free trial and see all your transactions, investments, and accounts.

One of the key advantages of CoPilot is its dashboard, where you can see all your monthly budgets, your spending, and your investments. This is especially useful if you have credit cards from different banks, investments on Robinhood or Coinbase, and multiple subscriptions, which can be challenging to track otherwise.

You can view all your recurring payments, such as rent, Spotify, car payments, Netflix or Audible, and see how everything combines to impact your total budget. CoPilot also has a demo mode that lets you get a first look at how the app works.

In a nutshell, CoPilot is an excellent app that can help you manage your personal finances better. If you're looking for a tool to manage your finances effectively and get a clearer view of your overall financial situation, CoPilot is definitely worth a try.