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.