Copilot

Copilot

Copilot Money
+
+

Related Products

  • North One
    5,042 Ratings
    Visit Website
  • Martus
    160 Ratings
    Visit Website
  • Sage Intacct
    8,554 Ratings
    Visit Website
  • NaviPlan
    Visit Website
  • Budgyt
    290 Ratings
    Visit Website
  • Wallester
    270 Ratings
    Visit Website
  • Auvik
    675 Ratings
    Visit Website
  • Fixed Asset Pro
    215 Ratings
    Visit Website
  • Float
    3,716 Ratings
    Visit Website
  • Ganttic
    242 Ratings
    Visit Website

About

Banktivity gives you the power to finally take complete control of your finances. Immediate, long-term and everything in between! With our easy set-up, you’ll soon have the most complete and accurate picture of your finances. You’ll always know what’s coming in and what’s going out. Banktivity removes all the guesswork and keeps you on track to achieving your goals. Banktivity incorporates time-tested budgeting principles and methods to help you reach your financial goals. Take on life’s major financial milestones – plan for retirement, save for education, pay down credit card debt and more.

About

Review your recent spending, check on that refund, and see what bills are coming up. Our data-driven categorization engine creates custom rules to fit your spending. Set budgets to carry your remaining balance from one month to the next. Get a high-level overview with monthly summaries of your income and expenses. Tap to approve smart adjustment suggestions. Our categorization engine is a quick study. Create your own spending categories and groups. Define custom rules for the trickiest transactions. See transaction details from Amazon and Venmo. Make adjustments to any part of a transaction. Enter your property address and Copilot will track your home’s estimated value. Keep tabs on your net worth with consolidated views of your accounts and investments. Copilot’s smart monitoring lets you know when something needs your attention with alerts that help you. We treat your personal and financial data like we’d want ours to be treated.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Anyone searching for a proactive money management application

Audience

Users that want a powerful budgeting, investment tracking, and spend management app

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$5 per month
Free Version
Free Trial

Pricing

$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Version
Free Trial

Reviews/Ratings

Overall 2.0 / 5
ease 2.0 / 5
features 3.0 / 5
design 2.0 / 5
support 1.0 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Pros & Cons from Real Users

Pros

  • Seems simple at the start.
  • Intuitive interface. Great graphics. Gives multiple presentations of you financial situation. You own, not rent, the software.

Cons

  • But in the 8 years I've had it the tool has failed to automate categories for transactions. This should be blindingly simple and bread n butter for any finance software. Ive tried customer services a dozen times with every 'online chat' ending in failure and frustration. If they just had a telephone Helpdesk you could actually tap;k to instead of countless 'share screen' 'screen grab and send' followed by delay, change off shift and failure. I even tried on X to get some enthusiasm for a one to one tutor/help at my cost. But no. A dud - and I'm off. One very frustrated potential customer lost
  • Dose not do well when downloading from your financial institutions - especially credit cards.

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Banktivity
United States
www.banktivity.com

Company Information

Copilot Money
Founded: 2019
United States
copilot.money/

Alternatives

Alternatives

Kudos

Kudos

Kudos Technologies
YNAB

YNAB

You Need A Budget
MoneyLine

MoneyLine

NCH Software

Categories

Categories

Integrations

Amazon
Era
Venmo

Integrations

Amazon
Era
Venmo
Claim Banktivity and update features and information
Claim Banktivity and update features and information
Claim Copilot and update features and information
Claim Copilot and update features and information