Copilot Money is an award-winning app that brings a personal approach to managing your finances. It ties together your entire financial life into a beautifully-designed app that has been recognized by Apple on countless occasions.
Plus, Copilot Money is now available on the web so you can access it from anywhere.
Copilot Money is exclusively offering 9to5Mac readers an extended two-month free trial with code 9TO5MAC. Plus, you can save 26% on Copilot Money’s annual plan when you subscribe on the web with this link (new users only).
How Copilot Money works
Copilot Money can sync and connect with tens of thousands of financial institutions. There are custom connections for things like Venmo and Amazon. Copilot Money also takes advantage of Apple’s FinanceKit framework. This lets you track your Apple Card and Apple Card Savings Account data in real time, setting it apart from other budgeting apps out there.
Copilot Money brings together all of your accounts, spending, savings goals, and investments. The app is divided into a collection of easy-to-use tabs:
- Dashboard: A big-picture overview of your spending, income, recent transactions, your monthly progress, upcoming recurrings, and trending budget categories.
- Transactions: View all your transactions across all of your accounts, plus filter by account, category, month, and more.
- Investments: Track all of your investments in a single interface.
- Accounts: A bird’s-eye view of all your financial accounts, organized by account type.
- Categories: View a breakdown of all of your spending in each category.
- Recurrings: Review all the recurring transactions you’ve already paid, plus monitor upcoming recurrings for the next month and beyond.
- Goals: Set aside money for things that matter to you—like a down payment, a vacation, or an emergency fund. Copilot Money Intelligence can suggest goals based on your current cash flow, spending categories, and yearly recurring payments.
- Cash Flow: A clear breakdown of income, spending, and net income in a single interface.
One of the key aspects of Copilot Money is that you are fully in charge of things. From creating custom categories, accounting for variable income, tagging specific transactions, and more, Copilot Money can be molded to match your exact financial situation.
Now on the web
Copilot Money recently expanded to its most-requested platform: the web. Now, you can manage all of your finances from literally anywhere—all for a single subscription.
The Copilot Money website is just as well-designed and easy to use as the app on iPhone, iPad, and Mac. It also syncs seamlessly across all devices and adheres to the same privacy and security standards that Copilot Money is known for.
Why start using Copilot Money now?
As the calendar turns to 2026, now is a great opportunity to take a step back and reevaluate your financial life. Your goal should be to begin the new year with more clarity and control of your finances, and Copilot Money can help you do exactly that.
Copilot Money’s mission is simple: reducing stress around money and providing financial clarity to everyone, with a vision of a future where everyone has a clear picture of their finances.
Copilot Money gives you unprecedented insight into your financial life. Gone are the days of manually tracking everything via spreadsheets or multiple apps. Copilot Money gives you everything you need in one place, with a design focused on clarity, control, and calm.
Exclusive savings
Copilot Money is used and trusted by multiple members of the 9to5Mac team, including Chance and Fernando. But you don’t have to just take our word for it. Copilot Money is an Apple Editor’s Choice app with an App Store rating of 4.8 with 25k reviews
- 🏆 App Store Awards: Editor’s Choice
- 🏆 Apple Design Awards: 2024 Finalist
- 🏆 App Store Awards: 2023 Finalist
- 🏆 Apple Feature: Apps We Love
- 🏆 Apple Feature: Smart Ways to Save Money
- 🏆 Apple Feature: Must-Have Finance Apps
- 🏆 Apple Feature: Gorgeous New Design
- 🏆 Apple Feature: Liquid Glass Standout Design
Finally, Copilot Money puts privacy at the heart of its principles. There are no ads, no data selling, no hidden partnerships. You can learn more about Copilot’s privacy and security practices on its website.
Copilot Money is exclusively offering 9to5Mac readers an extended two-month free trial with code 9TO5MAC. Plus, you can save 26% on Copilot Money’s annual plan when you subscribe on the web with this link (new users only).
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