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Copilot Money

Copilot Money

$10.99/mo Finance & Trading ✓ Verified
★★★★★ 4.7

AI money tracker with smart categorization and insights

Visit Website Write a Review ★
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Finance & Trading AI Custom AI

About this Tool

Copilot Money

AI money tracker with smart categorization and insights

Copilot is a smart money tracker that uses AI to categorize transactions, track subscriptions, and provide real-time spending insights. Beautiful design with powerful automation.

Pros & Cons

✓ Pros

  • ✓AI Transaction Categorization
  • ✓Net Worth Tracking

✗ Cons

  • ✗No free plan — paid tiers only
  • ✗No native Android app

Key Features

🤖

AI Transaction Categorization

💳

Subscription Tracking

📊

Spending Insights

🔧

Budget Goals

🔧

Net Worth Tracking

🔔

Bill Reminders

📋 Scripts & Prompts for Copilot Money +

Copy these AI-powered scripts to get maximum value from this tool. Sign up free to copy.

📄 Template
Fine Tuning
Intermediate ⏱ 10 min
Sometimes no matter what tricks you throw at the model, it just won’t do what you want it to do.…
🔐 Browse All Scripts in the Vault →

🔌 MCP Servers for Copilot Money +

Connect these MCP servers to give Claude, Cursor & Cline superpowers with this tool. Sign up free to copy install commands.

🔌
osaurus
Intermediate ⭐ 4,448 📱 Claude Desktop, Cursor, Continue.dev
Own your AI. The native macOS harness for AI agents -- any model, persistent memory, autonomous execution, cryptographic identity. Built in Swift. Fully offline. Open source.
GitHub
🔌
Plaid MCP Server
Medium 📱 macos, linux, windows
MCP server exposing Plaid banking and financial-account APIs.
🔓 Sign Up Free to Install
🔌
Brex MCP Server
Medium 📱 macos, linux, windows
MCP for Brex corporate cards and expense data.
🔓 Sign Up Free to Install
🔌
Alpaca MCP Server
Medium 📱 macos, linux, windows
MCP for Alpaca brokerage trading and market data.
🔓 Sign Up Free to Install
🔌 Browse All MCP Servers →

🤖 AI Agents for Copilot Money +

Pre-built automation agents that work with this tool — import in one click. Sign up free to access.

🤖 CLAUDE CODE
Claude Code Financial Analyst Skill
▶ On-demand
Claude Code skill that ingests SEC filings, parses MD&A and risk factors, and outputs a structured valuation memo with DCF, comparable multiples, and key ratios.
https://github.com/anthropics/claude-cookbook
⬇ Import Agent Docs
🤖 CREWAI
CrewAI Portfolio Rebalancer Crew
⏰ Scheduled
CrewAI workflow with three agents collaborating to scan a brokerage account, identify rebalancing opportunities respecting wash-sale rules, and produce an execution-ready trade list.
https://github.com/crewAIInc/crewAI-examples
🔓 Sign Up Free to Import
🔗 LANGCHAIN
LangChain Earnings-Call Analyzer
⚡ Event
LangChain pipeline using Whisper transcription plus a structured-output LLM step to compare current-quarter management tone against prior quarters and emit a diff report.
https://github.com/langchain-ai/langchain
🔓 Sign Up Free to Import
🤖 CLAUDE CODE
Claude Skill: Personal CFO
⏰ Scheduled
Claude Code skill that uses the Plaid MCP server to fetch transactions, categorize spending, project month-end balances, and surface anomalies via push or email.
https://github.com/anthropics/claude-cookbook
🔓 Sign Up Free to Import
🤖 Browse All AI Agents →

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Who Is This For?

👤

Developers

Tags

Finance & Trading Paid iOS

Frequently Asked Questions

Copilot Money is available as $10.99/mo. Visit the tool's website for the latest pricing details and plan options.

Visit the Copilot Money website to check whether a free tier or free trial is available.

Copilot Money is available on iOS. Check the official website for the latest platform support.

Many tools offer free trials to let you test before subscribing. Check the Copilot Money website for current trial availability and duration.

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