Copilot

About

Copilot is a finance app for Mac, iPhone, iPad, and the web that coordinates your spending, saving, and investing. It connects to more than 16,000 financial institutions, including Chase, American Express, Fidelity, Vanguard, and Coinbase, and brings your accounts together in one place to show your net worth, budgets, investments, and subscriptions.

The app's money assistant cleans up messy bank data by fixing transaction categories and matching refunds, suggests budget changes when your spending shifts, and can run background instructions such as tagging trip expenses. You can also ask it questions about any transaction, account, or category, or discuss scenarios like how much to contribute to an IRA. You can choose from several assistant personalities to match your preferred tone.

Copilot also supports shared households, letting up to three people view personal and joint accounts side by side, with full access included at no extra cost. The app is described as having 4.8 stars from over 31,000 ratings and as an Apple Design Awards finalist.