Copilot

Copilot

Copilot Money
+

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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.

About

Keep your finances organized with Quicken and make this tax season the easiest one yet. Get your complete financial picture at a glance. With Quicken, you can view your banking, investment, retirement, and credit card accounts - all in one place.* Stay on top of your spending by tracking what’s left after the bills are paid. Make more informed money decisions by creating custom budgets you’ll stick to. See what’s coming in and what’s going out. Check what your balances will be after paying bills. And get alerts so you never miss a due date.* Review your portfolio, monitor performance, and see market comparisons to have more confidence in your buy/sell decisions.* Over 17 million members have trusted Quicken to plan and grow their finances for over three decades.

About

Managing money is hard, but you don’t have to do it alone. Rocket Money empowers you to save more, spend less, see everything, and take back control of your financial life. Never pay for an unwanted subscription again. Rocket Money instantly finds and tracks your subscriptions. Your concierge is there when you need them to cancel services so you don’t have to. Get an effortless breakdown of your finances to see where your money is going and how to improve. We’ll notify you of important events that need your attention so you’re never caught off guard. Turn on autopilot to save money without thinking about it. Rocket Money learns your habits and saves the right amount at the right time while helping you avoid overdraft fees. Access your complete credit report and history. Get alerted to important changes that impact your score. Our concierge will identify bills that can be lowered and negotiate on your behalf for the best rates available.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

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

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

Audience

Small business owners

Audience

Companies and individuals seeking a solution to track and manage their budget, subscriptions, finances, and savings

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Screenshots and Videos

Pricing

$8.99 per month
Free Version
Free Trial

Pricing

$29.99 per year
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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

Reviews/Ratings

Overall 4.2 / 5
ease 4.2 / 5
features 4.2 / 5
design 4.4 / 5
support 4.4 / 5

Reviews/Ratings

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Copilot Money
Founded: 2019
United States
copilot.money/

Company Information

Quicken
United States
www.quicken.com

Company Information

Rocket Money
Founded: 2015
United States
www.rocketmoney.com

Alternatives

Alternatives

Alternatives

Kudos

Kudos

Kudos Technologies
AceMoney

AceMoney

MechCAD
MoneyLine

MoneyLine

NCH Software
Mint

Mint

Intuit

Categories

Categories

Categories

Budgeting Features

"What If" Scenarios
Asset Planning
Balance Sheet
Capital Asset Planning
Cash Management
Consolidation / Roll-Up
Forecasting
General Ledger
Income Statements
Multi-Company
Multi-Department / Project
Profit / Loss Statement
Project Budgeting
Run Rate Tracking
Version Control

Integrations

Acumen
Amazon
BankTree
Bethpage Federal Credit Union
Faithful Steward
GarageKeeper
HomeBank
Instant Check
MuniBilling
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Online
Regions Business Banking
Sitehound
Trellis Connect
Venmo
VersaCheck X9 Enterprise
WebSelfStorage

Integrations

Acumen
Amazon
BankTree
Bethpage Federal Credit Union
Faithful Steward
GarageKeeper
HomeBank
Instant Check
MuniBilling
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Online
Regions Business Banking
Sitehound
Trellis Connect
Venmo
VersaCheck X9 Enterprise
WebSelfStorage

Integrations

Acumen
Amazon
BankTree
Bethpage Federal Credit Union
Faithful Steward
GarageKeeper
HomeBank
Instant Check
MuniBilling
NeatFiles
NeatInvoices
Orange Bank
QuickBooks Online
Regions Business Banking
Sitehound
Trellis Connect
Venmo
VersaCheck X9 Enterprise
WebSelfStorage
Claim Copilot and update features and information
Claim Copilot and update features and information
Claim Quicken and update features and information
Claim Quicken and update features and information
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Claim Rocket Money and update features and information