Finance App 'Copilot' Adds Support for Importing Apple Card Statements

by

Copilot, a subscription-based finance and budgeting app, today announced support for importing Apple Card data directly from the Wallet app.


Copilot is able to analyze ‌Apple Card‌ statements, parsing transaction data, identifying recurring subscriptions, and removing duplicate transactions. The new feature lets ‌Apple Card‌ users take advantage of Copilot's budgeting, subscription tracking, and transaction monitoring tools without the need to manually copy data into the app.

‌Apple Card‌ data can be imported into Copilot along with data from other financial institutions, making credit cards, checking accounts, savings accounts, and investment accounts available in one place for monitoring purposes.

Copilot founder Andres Ugarte says that ‌Apple Card‌ integration has been in the works since Apple announced it would let users export data into third-party apps.

Apple card support has been a top request from our users since we launched. This integration required extensive backend development to ensure that upon import, Copilot could seamlessly integrate ‌Apple Card‌ data with the rest of a user's financial life. We wanted to ensure we weren't cutting any corners, and that ‌Apple Card‌ transactions could take advantage of the same algorithmic categorization and analysis that Copilot uses for other financial institutions.

Copilot is able to parse the data from financial accounts, locating and tracking subscriptions and bills, providing notifications when users get paid, and offering an end-of-month summary that details how and where money was spent.

Copilot is a subscription based app and using it requires a $2.99 per month fee, though there is a free trial available. [Direct Link]

Top Rated Comments

(View all)
Avatar
1 week ago
It’s great to see more and more financial apps integrate this feature.

Personally I’ve been enjoying this feature on Banktivity (version 7). Both on the iOS app and the MacOS version as well.

Full disclosure, I’m just a happy customer of this app and have no financial incentive to gain. Been using it for about 10 years now (give or take) when it was called iBank.
Score: 3 Votes (Like | Disagree)
Avatar
1 week ago


I started using Microsoft Money early on and it helped me so much with understanding and caring about my finances. I credit it for being a huge reason in why I've always cared about financial planning as an adult. But life got busier right when MS Money was sunset. I looked at using iBank and Moneydance at the time. I think I even purchased Moneydance, but I just never got around to using them. I knew I didn't want to go with Quicken. Would you highly recommend Banktivity? Are you happy with Banktivity, especially in regards to investment tracking?

As another Banktivity user for years (started when it was iBank) it has become my main financial management software after trying every Quicken version for Mac, Moneydance, Money Pro, MoneyWiz - you name it. iBank was solid already, the update/change to Banktivity has made it perfect. I find it better than Quicken for Windows which many used years ago when personal finance management software for OS X was a barren market.

Someone else asked about the Direct Access fee. I only use Banktivity on my Mac's so I don't know if there is an extra charge for the mobile versions but it's a $39.95 or so annual fee and works with every bank I use - from JP Morgan Chase Bank to my German bank accounts (live between NY and Berlin) and even department store credit cards, it works seamlessly without having to pay additional fees for individual banks/accounts as some require. I use Banktivity on my Mac Pro, MacBook Pro, and iMac 5K and I simply log into my Direct Access account with Banktivity. I'd be surprised if they charge additionally for Direct Access on their mobile apps but I've never used them.

Hope that helps.
Score: 1 Votes (Like | Disagree)
Avatar
1 week ago
Until they get MINT support I simply can't make it work for me. MINT is too integrated into my budgeting, and I know that's the same for a lot of people. If someone could offer me a more seamless solution that offers the same connectivity options, I'd be happy to try it.
Score: 1 Votes (Like | Disagree)
Avatar
1 week ago
I am a Mint user as well.
Score: 1 Votes (Like | Disagree)
Avatar
1 week ago
Paging YNAB.
Score: 1 Votes (Like | Disagree)
Avatar
1 week ago
If I’m reading this right it means you can import your statement once per month after the month has ended… better than nothing, I guess. But for budgeting to work well for me I need to see it work during each month.
Score: 1 Votes (Like | Disagree)

Top Stories

Apple Releases macOS Catalina 10.15.5 With Battery Health Management Features, Fix for Finder Freezing

Tuesday May 26, 2020 1:59 pm PDT by
Apple today released macOS Catalina 10.15.5, the fifth update to the macOS Catalina operating system that was released in October 2019. macOS Catalina 10.15.5 comes two months after the launch of macOS Catalina 10.15.4, which introduced Screen Time Communication Limits. macOS Catalina 10.15.5 is a free update that can be downloaded from the Mac App Store using the Update feature in the...

Leaker Shares Details on 'iPhone 13' Camera [Updated]

Wednesday May 27, 2020 4:27 pm PDT by
The next-generation iPhone 12 lineup coming in fall 2020 isn't out yet, but Fudge (@choco_bit), a leaker who sometimes shares information on upcoming Apple devices, today offered up details on what Apple has in store for the 2021 iPhone 13's camera setup. A simple design drawing depicts a device with a four camera array, which Fudge claims will have the following features: 64-megapixel...

Leaker: Apple to Stick With Lightning Over USB-C for 'iPhone 12' Before Going Port-Less Next Year

Tuesday May 26, 2020 2:31 am PDT by
Apple will use a Lightning port instead of USB-C in the upcoming "iPhone 12," but it will be the last major series of Apple's flagship phones to do so, with models set to combine wireless charging and a port-less Smart Connector system for data transfer and syncing in the iPhone "13 series" next year. The above claim comes from occasional Apple leaker and Twitter user "Fudge" (@choco_bit),...

16-Inch MacBook Pro, iPad Pro, and iMac Pro With Mini-LED Displays Again Rumored to Launch in 2021

Tuesday May 26, 2020 5:30 am PDT by
Apple plans to release several higher-end devices with Mini-LED displays in 2021, including a new 12.9-inch iPad Pro in the first quarter, a new 16-inch MacBook Pro in the second quarter, and a new 27-inch iMac in the second half of the year, according to Jeff Pu, an analyst at Chinese research firm GF Securities. This timeframe lines up with one shared by analyst Ming-Chi Kuo, who recently...

Apple Begins Selling Refurbished iPhone XR Models

Thursday May 28, 2020 9:50 pm PDT by
Apple today began selling certified refurbished iPhone XR models in select colors and capacities for the first time in the United States. Refurbished iPhone XR models are priced at a roughly 16 percent discount compared to current pricing on brand-new units, knocking $100–120 off of the regular price. In addition to the 64GB and 128GB capacities matching current brand-new iPhone XR models, ...

Apple Making It Harder to Avoid Nagging macOS Update Notifications

Thursday May 28, 2020 8:13 am PDT by
With the release of macOS Catalina 10.15.5 and related security updates for macOS Mojave and High Sierra earlier this week, Apple is making it more difficult for users to ignore available software updates and remain on their current operating system versions. Included in the release notes for macOS Catalina 10.15.5 is the following:- Major new releases of macOS are no longer hidden when...

HBO Max Now Available on Apple TV and iOS Devices

Wednesday May 27, 2020 2:42 am PDT by
HBO Max launched today, and is now available on Apple TV, iPhone, and iPad. WarnerMedia's new streaming service, which replaces HBO Now, combines HBO content with shows and films from Warner Bros and Turner TV. The service is available as a native app on the ‌Apple TV‌ HD and ‌Apple TV‌ 4K, but second and third-generation ‌Apple TV‌ owners will need to AirPlay HBO Max content...

Powerbeats Pro Debut in Four New Colors: Spring Yellow, Cloud Pink, Lava Red, and Glacier Blue

Friday May 29, 2020 10:00 am PDT by
Following a couple of leaks in recent weeks, Beats today is officially announcing four new colors for its Powerbeats Pro wireless earphones: Spring Yellow, Cloud Pink, Lava Red, and Glacier Blue. The new earphones will go on sale June 9 and sell for the same $249.95 price as the existing color options. Aside from the colors, the new Powerbeats Pro models are otherwise identical to the...

Anker Launches $100 24K Gold-Plated USB-C to Lightning Cable

Wednesday May 27, 2020 12:47 pm PDT by
Anker, a brand normally known for its well-made, affordable accessories for Apple devices, has debuted a new $100 24K gold-plated USB-C to Lightning cable. According to Anker, the cable, which is in the PowerLine+ III family, features a "Special Edition Gold Design" that's "bold yet elegant" with the aforementioned gold-plated cable heads and matching braided gold and black cable. The...

More Photos and Video of Apple's Redesigned Leather Loop Watch Band Surface

Thursday May 28, 2020 10:50 am PDT by
Images of a new version of the Leather Loop that Apple appears to have in development surfaced yesterday, and today, Vietnamese site Tinhte.vn has shared additional photos and videos that give us a clearer picture of what to expect from the new band. The bands come in colors that include red, hot pink, blue, black, and brown, with some of the bands featuring different colored accents at the...