Cash Flow

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.

Copilot x Public

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.