One of the most popular budgeting and financial planning apps for iPhone called Copilot is being extended to Mac for the first time. Combining detailed reporting with personalization, Copilot helps you budget and track finances with “highly personalized financial data insights powered by machine learning.”
Copilot works by consolidating all your different accounts in one place. This includes credit cards, checking accounts, savings accounts, loans, investment data, and more. From there, the app learns from your transaction history and other data points to provide insights on your spending.
Copilot is a beautifully designed home for financial management. Automatically track your accounts and help you navigate your finances throughout the month. It also finds and tracks your subscriptions and bills, notifies you when you get paid, and shows you a month-end summary that accurately reflects where your money is going and how your net worth has changed.
With Copilot, everything is customizable and easily trained to better understand your finances. You can also connect investment accounts to see your holdings and returns.
Copilot uses transaction and spending data to create what it calls a “realistic budget” based on its activity. A budget is automatically created based on that spending data, but you can tweak it to your liking and see monthly comparisons.
With Copilot, you can monitor all your accounts, receive push notifications on deposits and unusual spending, and track your financial health over time. The app also helps you keep track of all your different subscriptions, so you know how much you’re paying each month for streaming services, apps, and more.
The Copilot app for Mac is familiar to anyone who has used it on an iPhone. It has a central dashboard view with a menu on the left that lets you dive into specific transaction history, account data, and more.
I’ve been a Copilot user for a while and rely on Copilot on a daily basis to keep an overview of my finances (combined with Google Sheets, I could have given up completely, but not There is none). The addition of the Mac is a significant upgrade to the Copilot experience, as budgeting and tracking financial data on the iPhone has been a pain at times.
However, one important thing I should point out is that people track their financial health differently. Copilot works for me, but it may not work for you. If so, the App Store has many other budgeting and finance apps.
Copilot for Mac is a universal, native application. This means that performance should be fast and reliable on any Mac, whether it’s Apple Silicon or Intel. You can download it now from the Copilot website. The app costs $8.99/month or $69.99/year.
FTC: I use automated affiliate links to earn income. more.
For more Apple news, watch 9to5Mac on YouTube.
