Copilot Money

June 11, 2026 Feature

Web: Split Transactions

We rebuilt split transactions from the ground up for the Web app.

Split a transaction equally to divide the amount automatically, or customize the split by dollar amount or percentage. Shortcuts make it easy to split into multiple transactions, or quickly spread a transaction across 3, 6, or 12 months. The new split icon makes it easy to see which transactions have been divided, and the original un-split amount is always on record so you have the full picture.

A new split experience, now on Web. The classic split transaction experience is available on iOS, macOS, and iPadOS.

May 15, 2026 Beta

MCP

We believe your financial data should work where you do, so we’re building an MCP. Now available in beta, it connects Copilot Money securely and directly to top AI tools. Get answers about your spending, budgets, and accounts without switching apps or copying numbers around.

This is the first step toward something bigger: your financial data, available for the tools and workflows you already use. Read-only to start, and tested for Claude, ChatGPT, and Codex CLI.

April 16, 2026 Beta

Your Money Assistant

Managing money well is a constant job, and life doesn't stop to let you do it. Meet: your personal money assistant — a proactive sidekick that keeps an eye on your finances, connects the dots, and surfaces what matters — before you have to go looking for it. It goes beyond chat, something closer to having a financially sharp friend who never stops paying attention.

We've been thoughtful about how this fits into the app you know and love, designed to feel like it’s a natural extension of the Copilot Money experience. It’s working for you, from speaking in the tone you prefer to checking for approval before any edits. Nothing happens without your say-so.

April 9, 2026 Enhancement

Web: crypto & workflow improvements

This month, the Web team has been expanding platform support, improving load times, and polishing everyday interactions. Here are the highlights!

Accounts

• Crypto Exchange Support: You can now link supported crypto exchanges directly from the web app, bringing your full financial picture into one place.
• Faster Account Loading: The Accounts tab now loads significantly faster, even when you have a large number of accounts connected.
• Zillow Account Names: We updated how Zillow account names appear on Web, so they're now consistent across all your devices.

Transactions & Editing

• Bulk Edit Stability: Fixed an issue where some bulk-selected transactions would become deselected after making an edit — your selections now stay intact throughout the process.

Navigation & Layout

• Side Panel Refresh: The side panel is now wider and opens without pre-selecting content on a tab, so you always start with a clean slate.

March 18, 2026 Feature

Two-Factor Authentication

You can now add an extra layer of security to your account and device access by enabling two-factor authentication. Once enabled, 2FA applies to your logins and sensitive account management actions, including account deletion and global session revocation.

• Configuration: You can set up 2FA directly from your Settings menu.
• Supported Methods: Copilot Money currently supports 2FA via authenticator app.
• Global Sign-out: A new option in your Settings section allows you to log out of active sessions on all your devices with one click.

2FA is available on iOS, Web, and Mac.

March 4, 2026 Enhancement

Web: speed & workflow improvements

Over the past month, the Web team has been refining workflows, increasing application speed, and improving reliability for the new desktop experience. Here’s a few noticeable highlights!

Accounts

• Manual Account Sync: Managing manual accounts is now smoother. When you update a manual account balance or add transactions, your total assets and net worth will refresh right away — no need to reload the page.
• Connection Management: You can now access “Manage Connection” directly from the account detail dropdown, making it easier to fix any issues with linked institutions.

Transactions & Bulk Editing

• Tag Consistency: The bulk-edit tags interface now stays in sync with your changes when editing multiple transactions at once.
• Bulk Action Visibility: We’ve fixed an issue where category, type, and tag options would disappear when using “Select All.”
• Stable Sorting: Changing a category on a “To Review” transaction no longer causes your list to reorder unexpectedly.

Account Management

• Authentication States: Error messages during login and sign-up are now clearer, so you’ll have a better sense of what went wrong.
• Login Emails: We’ve updated our account emails to be cleaner and easier to read.
• Google Pay: Google Pay is now supported at checkout during onboarding, alongside Apple Pay.

December 15, 2025 Platform

Hello, Web

Copilot for Web is here! We’re thrilled to have a Web app, alongside the iOS, iPadOS, MacOS apps you know and love.

September 15, 2025 Feature

Liquid Glass

We're excited to release our first design refresh since launch, embracing the new style of iOS26. Light and dark mode look better than ever!

May 28, 2025 Feature

Savings Goals

After many months of hard work from the team, we’re excited to announce Savings Goals. This is a brand new tab designed to help you plan, track, and stay motivated as you work toward what matters most.

Not sure where to begin? Copilot Intelligence will suggest goals based on your current cash flow, spending categories, and yearly recurring payments. It will also give you an estimate of how long it might take to reach your goal or how much you’d need to save to get there.

December 11, 2024 Feature

Genmoji

Genmoji is here! If your iPhone supports Genmoji, you can now customize your spending categories and recurrings with brand new emojis that perfectly match your style. These will sync across all of your devices.

October 31, 2024 Platform

Hello, iPad

Copilot for iPad is here! We're thrilled to have a native iPadOS, alongside the iOS and MacOS apps you know and love. Enjoy a fully responsive layout that adapts to different screen sizes and orientations. Take advantage of multitasking with Split View, Slide Over, and Stage Manager.We’ve included all of the Mac app’s shortcuts to make navigating Copilot even faster when your keyboard’s connected. And as always, you can use any of our apps at the same time, on multiple devices.

August 28, 2024 Enhancement

New accounts available

New: See which connections need your attention. To make it easier for you to see which connections need to be re-verified and to know when there are new accounts available, the Accounts tab now has a new section at the top that helps you stay on top of things.

August 22, 2024 Feature

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.

June 19, 2024 Feature

Accessible Charting

We are excited to release version 4.3 of Copilot! With this update, we’ve introduced accessible colors specifically designed to enhance chart readability for users with red-green colorblindness. This improvement ensures that everyone can effectively utilize our charting features, making financial tracking more inclusive and accessible.

Our intent with this release is to cover the most common types of red-green color blindness such as deuteranopia and protanopia.

June 10, 2024 Feature

Tags

Starting today, you can use Tags to organize your transactions in a whole new way. This is now available on iOS and Mac when you update to the latest version of the app.

Until today, you could only use Categories to organize and track your spending. With Tags, you can group together any type of transaction. There are a lot of ways to use this feature, including organizing your spending during a vacation, tracking transactions that need a Venmo split, or for classifying different sources of income. You can create as many Tags as you want, and assign them different colors for easier recognition.

To see your monthly totals, simply filter your Transactions tab by one or more tags.

We hope that this new feature allows you even more granular control over how you want to organize your transactions, we can’t wait to see what you do with it. Keep an eye out for more features going live soon — our new Cash Flow section is next!