Copilot Changelog

Copilot for iPad is here! We're thrilled to have a native iPadOS, alongside the iOS and MacOS apps you know and love.

New in connections management:
See which connections need your attention. To make it easier for you to see which connections need to be re-verified and to know when there are new accounts available, the Accounts tab now has a new section at the top that helps you stay on top of things.

We’re excited to launch a brand-new feature designed to give you deeper financial insights. The Cash Flow section lets you compare your income, spending, and net income over various time frames. Dive into new charts to see how your financial habits stack up month-to-month or even week-to-week.

We’ve added the option to add your excluded transactions to your total spend amount for a better view of your actual spend for cash flow purposes.

Also in 4.4.0, if you have a Public account you can now track it on Copilot! We're excited to announce that we've worked with Public on a direct integration that gives you close to real-time updates on your portfolio.

We are excited to release version 4.3 of Copilot! With this update, we’ve introduced accessible colors specifically designed to enhance chart readability for users with red-green colorblindness. This improvement ensures that everyone can effectively utilize our charting features, making financial tracking more inclusive and accessible.

Our intent with this release is to cover the most common types of red-green color blindness such as deuteranopia and protanopia.

Use Tags to organize your transactions in a whole new way. This is now available on iOS and Mac when you update to the latest version of the app.

We’re excited to announce the release of version 4.02, bringing you powerful enhancements in connections management.

With this update, managing your financial connections is now more intuitive and efficient than ever before.
Easily view and manage all your connected accounts from a single, centralized area. With connections management, you can quickly access details for each connection, and troubleshoot any connections that may have gone stale.

Copilot can finally keep track of your Apple Card, Apple Cash, and Savings accounts. Thanks to new functionality available on iOS 17.4, you can now track all of your Apple accounts in real-time and without the need to manually upload any files or share your credentials.

To get started, make sure you're running the latest versions of iOS and Copilot and add these accounts through the Accounts tab. Please note that at this time, FinanceKit is not available on Mac.

Our Mint Transactions Import feature allows new and existing users to import their historic Mint transactions into Copilot. We're excited to offer this feature on both iOS and Mac.

Learn more at copilot.money/mint

MX & Finicity Search is now available on Mac and iOS!

If you don't see all of your financial institutions supported in the Plaid link search, you can update the Copilot app to the newest version and then follow the steps to search our additional aggregators (MX and Finicity).

You can now create related transaction rules on our Mac app. These rules were previously available only on our iOS app, so now you can create both name rules and related transactions rules on both of our apps. Additionally, when creating a related transaction rule, we now show you a preview of all affected transactions and allow you to confirm the rule creation. This previewing capability was previously only available for name rule creation. This removes the possibility of accidentally changing a large number of transactions in Copilot so that you create the correct rules and automate more of your transaction tracking process going forward.

The To Review card in the Dashboard on Mac is now capped at reviewing 25 transactions at a time. The intent with this update is to prevent users from accidentally reviewing over 100+ transactions. This enhancement will also make it so that the other dashboard cards remain within view rather than being pushed further down within the Dashboard.

Interactive widgets are here!

Starting today, you can review your recent transactions directly from our iOS 17 widget. Need to make a change? Simply tap on the transaction to open Copilot.

Our widgets are now also available on Mac.

We redesigned our onboarding to take advantage of the bigger screen. Now available on macOS.

Introducing Copilot Intelligence for Spending. This new AI system uses Machine Learning to better predict spending categories for new transactions based on transactions users have reviewed in the past.

In case the prediction isn't correct, Copilot Intelligence surfaces the top two guesses at the front of the list to make it easy to re-categorize the transaction.

We built this in-house and with privacy in mind. Each Copilot user gets their own AI model, so all you have to do to make it even smarter is to review your transactions and make sure things are categorized correctly.

Copilot can now automatically keep track of Real Estate value estimates, and show you your Home Equity directly in the Investments tab. Even if you’re not a homeowner right now, we know this is something you might find useful in the future.

In the latest version of our apps (version 3.3.0 for both iOS and Mac), you’ll be able to add a new type of account called Real Estate. This type of account automatically keeps track of the estimated market value of the property.

After confirming the purchase date and price, Copilot will also let you link it with a mortgage account to help you see your Home Equity right in the Investments tab.

Home Equity is the portion of your property that you truly "own." It's calculated by taking the current market value of your property and subtracting any outstanding mortgage balance. In simple terms, home equity represents the financial stake you have in your home. As you pay down your mortgage or as the property's value increases, your home equity grows.