Copilot Money

Copilot Money Reviews

Budgeting app

Customers who like it praise the clean, fast interface, quick transaction syncing and good recurring and investment views.

75Signal
47% positive
179reviews
How the signal works
The signal score

A score out of 100 for how well reviewed a product is. It rises with positive reviews and with how many there are; negative and mixed reviews take points off.

So a handful of glowing reviews can’t beat a product lots of people like. No sponsored placements.

Updated 6 NovCompare with Rocket Money

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What people mention

Topics grouped from customer reviews, with how many mention each; read the originals below.

Real customer experiences (179)

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Showing 9 reviews mentioning reliable Show all

Reddit · r/copilotmoney · Feb 19, 2025

Positive

Summary of a Reddit comment

Compared with Origin, found Copilot's balances more consistently accurate and auto-categorizing better, with only one investment account problem.

Reddit · r/copilotmoney · Jan 10, 2025

Positive

Summary of a Reddit comment

Has used Copilot for more than three years on a grandfathered plan with no problems, finding the UI best in class and rules and tags making things automated.

Reddit · r/copilotmoney · Sep 16, 2026

Positive

Summary of a Reddit comment

After trying Monarch and others, calls Copilot the most refined and consistent budgeting app, though it moves slowly.

Reddit · r/copilotmoney · Aug 7, 2026

Positive

Summary of a Reddit comment

Long-time Copilot user who is generally very happy, though betas have taken months to arrive.

Reddit · r/copilotmoney · Jan 9, 2026

Positive

Summary of a Reddit comment

Has used Copilot for four years and recommended it to over 15 people.

Reddit · r/copilotmoney · Jan 13, 2025

Positive

Summary of a Reddit comment

Enjoys Copilot as an ex-Quicken user and likes its institution connectivity, which it does reliably, exporting transactions monthly.

Reddit · r/copilotmoney · Mar 16, 2026

Positive

Summary of a Reddit comment

Finds Copilot does what it needs to do great even if features arrive slowly.

Reddit · r/copilotmoney · Dec 15, 2025

Positive

Summary of a Reddit comment

Finds Copilot's new web app performs great.

Reddit · r/copilotmoney · Nov 19, 2024

Positive

Summary of a Reddit comment

Uses Copilot alongside Quicken and loves its seamless updating.

Common questions about Copilot Money

What do customers say about Copilot Money?

Customers who like it praise the clean, fast interface, quick transaction syncing and good recurring and investment views. Complaints are slow development, thin reports and budgeting, and the lack of a web or Android app. Some left for Monarch or YNAB, while others stay because of the design.

Is Copilot Money worth it?

Of the 179 reviews with a clear verdict, 47% are positive, 21% mixed and 32% negative. The praise mentioned most is easy to use. The most common complaint is buggy app.

What do people like about Copilot Money?

The praise reviewers mention most: easy to use (43 reviews), reliable (9 reviews) and helpful support (2 reviews). For example: Copilot user since the beta who has really liked it, especially transactions appearing immediately for review.

What are the most common complaints about Copilot Money?

The complaints reviewers mention most: buggy app (24 reviews), poor support (7 reviews) and hidden fees (1 review). For example: Calls Copilot trash because their TIAA account stopped syncing and a Plaid issue stayed unfixed for 3+ months.

What does the signal score of 75 mean?

It's how well reviewed Copilot Money is, out of 100. Negative and mixed reviews take points off, and so does having only a few reviews: a product needs plenty of them, compared with the most-reviewed products here, to reach the high 80s and 90s. It's worked out from reviews only, needs at least 5 of them, and updates as new ones come in.

What are the specs of Copilot Money?

Category: Budgeting app. Type: Budgeting app. Fees: $109 billed yearly (shown as a limited-time offer).

Where do these Copilot Money reviews come from?

178 are quotes from Reddit, each linked to the original. 1 was written by customers here. Customer reviews are checked for spam before they appear. Every review, written here or quoted, is read as positive, mixed or negative.

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