Copilot Money - 2023 Update

Copilot here to share lots of exciting updates —
(0:18) Mint News
(0:47) Coming Soon: Importing Mint Transactions
(0:59) New American Express OAuth Integration
(1:13) New Fidelity OAuth Integration
(1:39) Secondary Aggregator Search
(1:50) 2024: Copilot for Web and Android (and iPad!)
(2:26) Launched: Real Estate
(3:02) Launched: Interactive Widgets for iOS17
(3:20) Coming Soon: Cash Flow & Savings Goals

[ethan_]

The Mint news must’ve felt like Christmas for you guys. Excited for the web app, whenever it releases

[AgWhatsUp]

Keep these video updates a regular thing! I love it when companies keep a constant clear communication with their customers. This video is about 6 months old now so I think a new update/roadmap video is due 😉

[yhavin]

Having gone from nothing to a spreadsheet to Mint to Copilot 18 months ago, I know I'm never moving again. The combination of UI beauty, ease-of-use, rich features, and amazing support is impossible to beat. Thank you Copilot! Best money I've ever spent...

[McChery]

Was really considering YNAB or Monarch after trying Copilot, due to the lacking web app. But once you talked about android and the web application put me completely at ease. Looking forward to the further updates

[flipflopping]

Would love to categorize income! Not all income is the same and it’s nice to see how different income categories fluctuate over time

[JBoulter]

Love this format. Really appreciate the transparency.

[sharaf.]

I found an article on Techcrunch from 1/16/20 that stated Copilot was going to kill Mint. WOW! Three years later that has come to fruition! I can't wait for the web based version and Savings Goals as those will blow YNAB away! I also love the user interface and the AI predictive superpower categorization. Keep up the fantastic work!

[shaunlittle]

Just want to say that I love Copilot! Super happy to hear that it's coming to Android in 2024. Also very much appreciate the roadmap transparency. Keep up the good work!

[thatonezach]

I would love to be able to add notes to credit cards, so I can list my rewards/specific cash back from each card! :)

[alexarze]

This is really great, I love the frequent updates and sharing of development priorities! Thanks for all your hard work to help people like me manage our finances smarter ✨

Small suggestion: In future video updates, consider giving a small “agenda” overview at the beginning of the video, had to watch the whole thing to make sure there wasn’t anything I didn’t already know 😊

[chrissolace]

Glad you’re spreading to Android and web! Hope lots of others start using it more now that Mint is migrating its users!

[jeffthesigma]

What a perfect storm with the mint news. But yall were already on a great trajectory. Excited for the continued growth of this tool!

[chriswsirhc]

Awesome work that you guys are doing at Copilot, and great to see these step towards more communication! I'm a longtime Mint user looking to move to either Monarch or Copilot (waiting for the Copilot Mint integration to start my free trials for assessment), and one of Monarch's advantages is their transparent communication strategy. If these types of videos (or articles on a more robust Copilot website) continue, that's one big equalizer in my book!

[angelladyone]

Finally I was definitely leaving Copilot because it’s only on apple, I need to view it from any and all of my devices especially my windows computer!!! Please hurry I’m trying not to switch

[kateboersma]

I'd love a few YouTube tutorials! Especially regarding sinking funds, savings, and goals. I love the UI but need a little guidance before I leave Monarch Money for good...

[paigeruderman]

Two questions!

1. Will you ever create a zero dollar budget mode in the app to use like cash envelopes? That’s one thing I like about YNAB but I like the copilot experience more.

2. If I have a personal loan that isn’t through a website and I’m trying to pay it off, how can I track it and get transactions to assign to the loan?

[ryanpearlman]

Love the cash flow section, and would like to see an option in that section on whether or not to include excluded transactions / categories. I tend to use excluded categories for large one time purchases that would otherwise break my monthly budget for typical budgeting.

[jkl.guitar]

really looking forwards to the savings goals! Awesome app!

[LFphant]

This looks absolutely fantastic! Any news on when Copilot might be launching in Canada? I see it's highest on the "Country Leaderboard"!

[tiffanymcneely]

Just downloaded the app. I like it. I’ve upvoted some enhancements that made me enjoy Mint. Issues I am having right now…real estate value importing, MINT importing.