I have been using everydollar on and off for about 2 years now but found it a bit basic. I recently tried several apps including Monarch and YNAB for a few days and by far the easier and prettiest to use has been Copilot. I love interacting with it daily so engagement is high compared to others I’ve tried.

I’ve been using this app for over a year. I love the fact that you can connect all of your investments and shows you one big portfolio with graphs and percentages and I love the fact that there’s an iPad app and a MacBook app as well. I love it and will continue using it.

This app has been an absolute lifesaver! Extremely versatile and easy to navigate. The only thing I wish I could set up is a category for recurring internal transfers for things like loan payments. But of course I have to give credit to their support team for responding to my message and informing me that they are working on it! Great app and I’m excited for what’s to come

Download and tried the app. It probably would be an effective tool if the information on the screens could be read. The text is smaller than ant tracks and can ‘t be expanded. Apparently, users have been complaining about this flaw for years, but the designers have made no attempt to fix it. I’ll remove the app and try something else.

I have spent 2 days on my MacBook organizing, importing date from financial institutions, loans, everything. I wanted the option of being able to work from my iphone as well so I logged into copilot on my phone using the same login and password and all of the information that I had gathered and entered was gone. I went back to my computer where it prompted me to log in again and EVERYTHING WAS GONE. EVERYTHING. I hate this company so much. The customer service is a joke. Wait two days for a response? I am in the process of trying to get money back. This has to be a money-making scheme.

I’ve honestly found Copilot vastly superior in a number of ways. The AI and financial visualization tools are very useful and way more advanced from what Rocket Money offers. It’s seems to do a much better job at identifying subscriptions and reoccurring transactions. Overall I am very happy I switched.

It's a truly beautiful app, but they take forever to release new features.

I always wanted to track my expenses and how my money flows, but none of the apps really helped me look at them in the way that copilot does. It’s super simple and powerful and gives me a really good overview of all my accounts and how many flows between them as well as how I spend my money in which category automatically through merchant name matching.

I wish I would’ve gotten this app sooner. It does exactly everything I want and also have a few customizations I like. It’s simple to use, easy on the eyes, easy to set up & pretty accurate across the board.

Let’s go to the point! The mobile app doesn’t talk to the desktop app!!! Bummer!