Copilot: Track & Budget Money
Copilot Money aggregates supported US accounts for budgets, transactions and investment tracking with an optional AI assistant.
Consider as a record-review tool after checking institution support
Categories, recurring bills and balances can share a dashboard.
Keep in mind: Institution connections and AI classifications can be wrong; projections are not professional financial advice and approval is required for described assistant actions.
Inside the app
Official product images
What you can do
- Categorize supported transactions
- Track budgets and recurring charges
- Review investments, goals or eligible AI suggestions
Good for
- Users reviewing records from supported US institutions
Consider alternatives for
- Users expecting automatic accurate advice or non-US bank support
Limitations & considerations
- Captured minimum: iOS 17.0.
- Institution connections and AI classifications can be wrong; projections are not professional financial advice and approval is required for described assistant actions.
Privacy & permissions
Linked financial data and AI context are sensitive; the publisher says it does not sell data or train third-party models, but permissions still need review.
Sources & review notes Updated Nov 10, 2026
Reviewed by iApp4Me Editorial Team. Recommendations use the linked documentation and attributed accounts; device observations are identified separately.
- US App Store developer description
Complete description, download price and compatibility metadata captured 2026-11-02.
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