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
53 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
53 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
53 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
53 months ago
I am a Mint user as well.
Score: 1 Votes (Like | Disagree)
mnsportsgeek Avatar
53 months ago
Paging YNAB.
Score: 1 Votes (Like | Disagree)
ep2002 Avatar
52 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)

Popular Stories

maxresdefault

Report: These 10 New AI Features Are Coming in iOS 18

Sunday May 26, 2024 12:57 pm PDT by
iOS 18 and macOS 15 will offer an array of new AI features such as auto-generated emojis, suggested replies to emails and messages, and more, Bloomberg's Mark Gurman reports. Subscribe to the MacRumors YouTube channel for more videos. A significant portion of Apple's Worldwide Developers Conference (WWDC) is expected to focus on AI features. Writing his latest "Power On" newsletter, Gurman...
airpods pro 2 pink

Apple Releases New AirPods Pro 2 Firmware

Tuesday May 28, 2024 11:46 am PDT by
Apple today released new firmware update for both the Lightning and USB-C versions of the AirPods Pro 2. The new firmware is version 6F7, up from the 6B34 firmware released in November. Apple does not provide details on what features might be included in the refreshed firmware beyond "bug fixes and other improvements," so it is unclear what's new in the update. Apple does not give...
new best buy blue

Best Buy's Memorial Day Sale Has Record Low Prices on iPads, MacBooks, and Much More

Friday May 24, 2024 7:12 am PDT by
Best Buy today kicked off its Memorial Day weekend sale, and it has some of the best prices we've tracked in weeks on iPads and MacBooks. Specifically, you'll find record low prices on the 5th generation iPad Air, iPad mini 6, M2 MacBook Air, and M3 MacBook Pro. Note: MacRumors is an affiliate partner with Best Buy. When you click a link and make a purchase, we may receive a small payment,...
maxresdefault

Gurman: iOS 18 Will Allow Users to Recolor App Icons and Place Them Anywhere

Sunday May 26, 2024 12:22 pm PDT by
Apple's iOS 18 update will introduce new features for further customizing the iPhone's home screen, according to Bloomberg's Mark Gurman. Subscribe to the MacRumors YouTube channel for more videos. In the latest edition of his "Power On" newsletter, Gurman claimed that Apple will allow users to change the color of app icons in iOS 18. For example, "you can make all your social icons blue or...
iPad Pro Landscape Apple Logo Feature

Apple Says Future iPads Could Feature Landscape Apple Logo

Monday May 27, 2024 6:31 am PDT by
French website Numerama interviewed three senior Apple employees about the new iPad Pro models that launched earlier this month. While the discussion did not reveal many new details, it did mention one potential change for future iPads. While the Apple logo on the back of iPads is positioned so that it appears upright in vertical orientation, the devices are often used in landscape...