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

copilotapplecard
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

ep2002 Avatar
18 months 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)
CJ Dorschel Avatar
18 months 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)
bag99001 Avatar
18 months 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)
gsmornot Avatar
18 months ago
I am a Mint user as well.
Score: 1 Votes (Like | Disagree)
mnsportsgeek Avatar
18 months ago
Paging YNAB.
Score: 1 Votes (Like | Disagree)
ep2002 Avatar
17 months 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?
Unfortunately I don’t use it for investment tracking, but I do for everything else and I’ve been very happy with it. It’s been one of the few pieces of software I use that has been stable.


Regarding Banktivity, does the Mac version include lifetime direct access (downloading financial data directly from the bank)? The feature is very expensive on iPhone and iPad ($45/year).
I’m not sure about this question, as I download the files myself from my bank, but my credit card imports automatically for me. It’s hit or miss depending of the financial institution you use. For me, the fee associated with direct access doesn’t out weigh the convenience.
Score: 1 Votes (Like | Disagree)

Top Stories

mac scanner permission error

Apple Says Fix Planned for 'You Do Not Have Permission to Open the Application' Error When Using a Scanner on Mac [Updated]

Saturday August 14, 2021 6:15 am PDT by
Update 23/9: Apple has updated its support document indicating that this issue can be resolved by installing the latest macOS Big Sur 11.6 update. In a newly published support document on its website, Apple has acknowledged an error that some users may receive when they try to use a scanner with a Mac in the Image Capture app, Preview app, or the Printers & Scanners section of System...
original iphone

Phil Schiller Says iPhone Was 'Earth-Shattering' Ten Years Ago and Remains 'Unmatched' Today

Monday January 9, 2017 7:15 am PST by
To commemorate the tenth anniversary of the iPhone, Apple marketing chief Phil Schiller sat down with tech journalist Steven Levy for a wide-ranging interview about the smartphone's past, present, and future. The report first reflects upon the iPhone's lack of support for third-party apps in its first year. The argument inside Apple was split between whether the iPhone should be a closed...
Apple Prefer Lightning Over USB C Feature

iPhone Sticking With Lightning Port Over USB-C for 'Foreseeable Future'

Tuesday March 2, 2021 9:32 am PST by
Apple will retain the Lightning connector on the iPhone for the "foreseeable future," with no intention of switching to USB-C, according to reliable analyst Ming-Chi Kuo. In spite of much of the industry moving toward USB-C, Apple will not be using it to replace the Lightning connector on the iPhone 13, or indeed on any iPhone model for the time being. In a note seen by MacRumors yesterday,...
apple california streaming event

Apple Event Announced: 'California Streaming' on September 14 With iPhone 13, Apple Watch Series 7 Expected

Tuesday September 7, 2021 9:03 am PDT by
Apple today announced that it will be holding a special event on Tuesday, September 14 at 10:00 a.m. The event will take place at the Steve Jobs Theater on the Apple Park campus in Cupertino, California. As with WWDC and last year's fall events, this new event will be held digitally with no members of the media invited to attend in person. Apple will likely provide pre-taped segments for...
iOS 15 icon on phone

Apple Seeds Sixth Betas of iOS and iPadOS 15 to Developers

Tuesday August 17, 2021 10:05 am PDT by
Apple today seeded the sixth betas of iOS and iPadOS 15 to developers for testing purposes, with the updates coming one week after Apple released the fifth betas. Registered developers can download the profile for the iOS and iPadOS betas from the Apple Developer Center, and once the profile is installed, beta updates will be available over the air. iOS 15 is a major update that...
youtube apple tv

YouTube Discontinuing 3rd-Generation Apple TV App, AirPlay Still Available

Wednesday February 3, 2021 3:09 pm PST by
YouTube is planning to stop supporting its YouTube app on the third-generation Apple TV models, where YouTube has long been available as a channel option. A 9to5Mac reader received a message about the upcoming app discontinuation, which is set to take place in March.Starting early March, the YouTube app will no longer be available on Apple TV (3rd generation). You can still watch YouTube on...
omg lightning cable comparison

Security Researcher Develops Lightning Cable With Hidden Chip to Steal Passwords

Thursday September 2, 2021 6:59 am PDT by
A normal-looking Lightning cable that can used to steal data like passwords and send it to a hacker has been developed, Vice reports. The "OMG Cable" compared to Apple's Lightning to USB cable. The "OMG Cable" works exactly like a normal Lightning to USB cable and can log keystrokes from connected Mac keyboards, iPads, and iPhones, and then send this data to a bad actor who could be over a...
maroon5memories

Apple Collaborates With Maroon 5 to Add 'Memories' Song to Photos App

Wednesday September 25, 2019 12:02 pm PDT by
Apple has teamed up with Maroon 5 to add the group's new song "Memories" to the Memories feature in the Photos app, allowing it to be used for photo slide show creations, reports Billboard. "Memories" will be available as a soundtrack option for a limited time and it is available to iPhone and iPad users running the latest iOS 13 and iPadOS software. Memories in the Photos app are created ...
it home ecommerce app iphone 13

iPhone 13 to Launch on September 17, AirPods 3 on September 30, Claims Report

Wednesday August 25, 2021 2:42 am PDT by
Apple may be planning to launch the iPhone 13 on Friday, September 17 and third-generation AirPods on Thursday, September 30, according to an image of an e-commerce app discovered by Chinese language site IT Home. The screenshot, originally posted by Weibo account @PandaIsBald, suggests all four iPhone 13 models will go on sale on September 17, followed by the AirPods 3 on September 30....
Top Stories 75 Thumbnail

Top Stories: Last-Minute iPhone 13 Rumors, Apple Announces App Store Changes, and More

Saturday September 4, 2021 6:00 am PDT by
The finish line is in sight! Apple's annual iPhone event is likely just a week or so away and all eyes will be on the company as it unveils the next version of its most popular product line. With any luck, we'll also see the next-generation Apple Watch and perhaps even some new AirPods. Other news this week saw Apple making some more changes to its App Store policies in response to a...