Best Budgeting Apps · pricing · Updated June 2026

Copilot Money pricing (2026)

Copilot Money starts at $7.92/mo (Copilot (Annual)), across 1 plans. Best for Apple ecosystem users (iPhone, iPad, Mac). Every figure links to Copilot Money's own page and the date we captured it.

At a glance

  • Entry price: $7.92/mo (Copilot (Annual))
  • Free tier: No
  • Compliance: HIPAA — · SOC 2 — · GDPR —
  • Best for: Apple ecosystem users (iPhone, iPad, Mac); Users who want AI-driven auto-categorization; Investors tracking diverse assets including crypto and real estate in one place

Copilot Money plans & pricing

All published Copilot Money plans. Sourced per row; quote-only tiers show no price.
PlanMonthlyAnnualBillingNotesSource
Copilot (Annual) $7.92 flat Billed annually at $95/yr ($7.92/mo equivalent). No ads, no hidden fees. Free test-drive available before connecting accounts; full free trial also offered. iOS/macOS only. copilot.money

Last verified 2026-06-14. Official pricing page copilot.money/pricing — rendered full pricing content directly. Single paid tier: $7.92/mo or $95/yr. Corroborated by NerdWallet best-budget-apps article (2026, $13/mo or $95/yr — NerdWallet's $13/mo may be rounded or reflect a different billing period; official site $7.92/mo is recorded). Cross-checked against nerdwallet.com.

Capabilities

Integrations: Plaid (bank sync), Mastercard Data Connect, Capital One (direct OAuth), Coinbase (direct OAuth), Apple Card (direct OAuth), Charles Schwab, Wealthfront, Vanguard, Zillow (real estate valuation).

Key features: AI-powered automatic transaction categorization; Rollover budgets (unused budget carries to next month); Subscription detection and tracking; Net worth tracking (stocks, crypto, real estate); Real estate value via Zillow URL integration; Cash flow monthly summaries; 256-bit encryption at rest, TLS in transit; No advertising or sale of financial data; Free test-drive before connecting any accounts.

Plan limits: iOS and macOS only — no Android or Windows app; Copilot itself holds no compliance certifications (GCP infrastructure certs do not extend to Copilot).

Frequently asked questions

How much does Copilot Money cost?

Copilot Money starts at $7.92/mo (Copilot (Annual)); it has 1 published plans. Verified 2026-06-14.

What are cheaper alternatives to Copilot Money?

Cheaper budgeting apps than Copilot Money (entry $7.92/mo) include Quicken Simplifi at $5.99/mo, PocketGuard at $6.25/mo, Goodbudget at $6.67/mo. Verified 2026-06-14.

Does Copilot Money support HIPAA?

Copilot Money HIPAA support: —. SOC 2: —. GDPR: —.

Does Copilot Money have a free plan?

Copilot Money free tier: No.

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