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Copilot Money

Agenticness6/36·Guided Assistant

Track spending, budgets, and net worth in one finance app

Copilot is a personal finance app for Mac, iPhone, iPad, and web. It helps you monitor spending, budgets, investments, and net worth, with a free trial before you connect accounts.

Web
iOS
Desktop
B2B
B2C
Cloud Hosted
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Recent activity

What's happened with Copilot Money lately

  • Score change
    Rubric upgrade v3_0 → v3.1: score 4/32 → 6/364 → 6/36(+2)

    Rubric upgrade: agenticness v3.0 (8 dims, /32) → v3.1 (9 dims, /36). Adds Dim 9 (Operator Sovereignty), splits Dim 6 into 6a/6b lenses, tightens Dim 4 autonomous-retry distinction. Not a product change — score shift reflects new dimension + recalibrated rubric, not a change in the tool. Fanout suppressed.

    See the news that prompted this

News mentions sourced from our news feed; score changes from periodic re-evaluations.

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About

What It Is

Copilot Money is a personal finance app for people who want a clearer view of their money across spending, budgets, investments, and net worth. It is aimed at individual consumers rather than teams, and it positions itself as a polished money tracker for Apple devices plus web access.

What to Know

Copilot is useful if you want a modern budgeting and net-worth tracker with a strong Apple ecosystem focus. It is not presented as an autonomous AI agent; based on the crawled content, it is primarily a finance app with tracking and planning...

Key Features
Tracks spending across connected accounts
Organizes budgets and financial activity
Displays investments and net worth
Offers demo mode before account connection
Available on Mac, iPhone, iPad, and web
Use Cases
An individual wants to see all spending and account activity in one place
A Mac and iPhone user wants a budgeting app with net worth tracking
Someone wants to test a finance app in demo mode before linking accounts
Agenticness: Guided Assistant

Executes tasks you assign, one step at a time, within narrow domains.

High evidence
Last evaluated: May 22, 2026

Dimension Breakdown

Action Capability
Autonomy
Adaptation
State & Memory
Safety
How agenticness works →

Categories

Finance & Planning
Pricing
  • Free: Free trial/demo mode before connecting any accounts
  • Pro ($7.92/mo billed yearly): Full product access billed at $95 per year
  • Enterprise: Not publicly available
Details
copilot.money
AddedMarch 31, 2026
RefreshedMarch 31, 2026
Agenticness
Guided Assistant
Quick Facts
DeploymentCloud-hosted
AutonomyCopilot (human-in-loop)
Model supportSingle model
Open sourceNo
Team supportIndividual only
Pricing modelSubscription
Interfacegui, web, ios
Sources
WebSecurity Policy | Copilot
Last updated May 22, 2026
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