EzAI

Copilot Money

A polished personal-finance tracker with AI categorisation.

Free TrialPersonal Finance4.6
Visit Copilot Money Official Site
Category
Personal Finance
Section
Business & Finance
Pricing model
Free Trial
Rating
4.6 / 5

Social Proof & User Consensus

4.6/ 5

3,100 user reviews

Consensus from the App Store & personal-finance communities

What Users Love

  • One of the cleanest finance interfaces available
  • Categorisation genuinely learns your habits
  • Great for tracking net worth over years
  • No ads, no data selling

Points of Caution

  • Subscription-only, no free tier
  • Best on iPhone / Mac — web and Android are newer
  • Bank connections outside the US can be patchy

Full Overview

Copilot Money is a design-forward money tracker for people who want a clear picture of their finances without a spreadsheet. It syncs bank, card, investment, and crypto accounts, uses AI to auto-categorise and de-duplicate transactions (and adapts as you correct it), flags recurring subscriptions, and charts spending, income, and net worth. An "intelligence" assistant answers questions about your data. It is subscription-only, with no ads and no data selling.

Capabilities

Account AggregationSmart CategorisationNet Worth TrackingSubscriptions
Category
Personal Finance
Section
Business & Finance
Pricing model
Free Trial
Rating
4.6 / 5
Last verified
Aug 22, 2026

Screenshots

Pricing Plans

Free trial

Free

  • Full access for the trial
  • Connect all account types
  • AI categorisation
  • No card for the trial

Annual

$95/yr

  • All tracking and reports
  • Investment and crypto sync
  • Budgeting and rollovers
  • Priority support

Direct Alternatives

Looking for a different option? Compare these similar tools.

Complete Your Workflow

Frequently used alongside Copilot Money.

Favorites