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

WalletSync is your all-in-one budget planner and expense tracker, designed to help you manage money smarter. Track daily expenses, plan monthly budgets, and monitor income with ease. Create custom categories, set spending limits, and get insights with powerful charts and summaries. Choose weekly, monthly, or yearly budgets with options to carry forward leftover funds. Easily add, edit, or close budgets anytime. Stay organized with reminders, secure cloud sync, and offline support. Export your data as PDF or CSV and lock your app with PIN or biometrics. Ideal for individuals, couples, students, and freelancers. Whether you're saving for a goal or controlling overspending, WalletSync keeps you in control. Upgrade to Premium for unlimited budgets, advanced analytics, cloud backup, and an ad-free experience. Simple, secure, and smart—WalletSync is your personal finance companion.

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 Businesses & Entrepreneurs, Individual Users, Households & Families, Educational Institutions, Financial Advisors & Coaches, Banks and FinTech Companies

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

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

Pricing

$30/month
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:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • WalletSync is a simple and useful app to track my income and spending. I like that I can create budgets for each month and also carry forward the leftover money to the next month. It’s easy to use, and the layout is clean and well-designed. The app helps me understand where my money goes with clear charts and reports. It also allows me to organize my records into categories and sub-categories, which makes tracking easier. It works smoothly on my phone, and I didn’t face any major issues.

Cons

  • It would be helpful if the app had more advanced reports or could connect with my bank account. That way, tracking would be even easier.

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

WalletSync
Founded: 2024
India
walletsync.app/

Alternatives

Alternatives

Kudos

Kudos

Kudos Technologies
MoneyLine

MoneyLine

NCH Software

Categories

Categories

Integrations

Amazon
Android
Apple iOS
Era
Firebase
Kotlin
MongoDB Compass
React
RevenueCat
Stripe
Swift
Venmo

Integrations

Amazon
Android
Apple iOS
Era
Firebase
Kotlin
MongoDB Compass
React
RevenueCat
Stripe
Swift
Venmo
Claim Copilot and update features and information
Claim Copilot and update features and information
Claim WalletSync and update features and information
Claim WalletSync and update features and information