- December 7, 2022
- Posted by: Bastion team
- Category: World News
One of the most popular budgeting and financial planning apps for iPhone, dubbed Copilot, is expanding to the Mac for the first time. Copilot combines in-depth reporting and personalization to help you budget and track your finances, with “hyper-personalized finance data insights powered by machine learning.”
Copilot works by aggregating all of your different accounts in one place. This includes things like credit cards, checking and savings accounts, loans, and investment data. From there, the app learns from your transaction history and other data points to give you insights into your spending.
Copilot is a beautifully designed home for your finances. It automatically tracks your accounts and helps you navigate your finances throughout the month. It also finds and tracks your subscriptions and bills, notifies you when you get paid, and shows you an end-of-month summary that accurately reflects where your money went and how your net worth changed.
On Copilot everything is customizable, and you can easily train it to better understand your finances. You can also connect your investment accounts to see your holdings and returns.
Using your transaction and spending data, Copilot creates what it calls “realistic budgets” based on that activity. The budgets are automatically created based on that spending data, but you can fine tune them to your liking and see how you compare every month.
You can use Copilot to monitor all of your accounts, receive push…