TL;DR
Copilot Money, an award-recognized personal finance app, has launched a web version that syncs with its iPhone, iPad and Mac apps. The service links tens of thousands of financial institutions, supports Apple Card real-time tracking via FinanceKit, and is offering 9to5Mac readers an extended two-month trial plus a web-only 26% discount for new annual subscribers.
What happened
Copilot Money, a personal finance app noted for its design and Apple recognition, recently expanded to the web, making its budgeting and account-tracking tools accessible from browsers in addition to iPhone, iPad and Mac. The platform aggregates accounts, transactions, investments, recurring payments, goals and cash-flow data into tabbed interfaces including Dashboard, Transactions, Investments, Accounts, Categories, Recurrings, Goals and Cash Flow. It can connect with tens of thousands of financial institutions and offers custom links for services such as Venmo and Amazon. Integration with Apple’s FinanceKit enables real-time tracking of Apple Card and Apple Card Savings Account activity. The company emphasizes user control—custom categories, variable-income handling and transaction tagging—and states a privacy posture that excludes ads and data selling. As part of the web launch, Copilot is offering 9to5Mac readers an extended two-month free trial using code 9TO5MAC and a 26% discount on the annual plan for new users who subscribe via the web.
Why it matters
- Web access lets users review and manage finances from any device with browser access, rather than relying solely on mobile apps.
- Consolidating accounts, transactions and investments in one interface can reduce the need for spreadsheets and multiple financial apps.
- Real-time Apple Card support via Apple’s FinanceKit provides up-to-date card and savings-account information for Apple users.
- Stated privacy practices (no ads, no data selling) may appeal to users concerned about third-party data monetization.
Key facts
- Copilot Money has launched a web version that syncs with its iPhone, iPad and Mac apps.
- The app connects to tens of thousands of financial institutions and includes custom connectors for services like Venmo and Amazon.
- It uses Apple’s FinanceKit framework to provide real-time Apple Card and Apple Card Savings Account data.
- Core app sections include Dashboard, Transactions, Investments, Accounts, Categories, Recurrings, Goals and Cash Flow.
- Features emphasize user control: custom categories, variable income handling and transaction tagging.
- Copilot positions privacy as a core principle, stating there are no ads, no data selling and no hidden partnerships.
- Copilot has received multiple Apple editorial recognitions and award nominations and has an App Store rating cited as 4.8 from about 25,000 reviews.
- 9to5Mac readers are offered an extended two-month free trial with code 9TO5MAC and a 26% discount on the annual plan for new users who subscribe on the web.
What to watch next
- Whether feature parity between the web and native apps will be maintained as the web product evolves — not confirmed in the source.
- Long-term pricing and subscription changes after the introductory 2-month trial and web-only discount — not confirmed in the source.
- Any third-party security audits or certifications the company may pursue to validate its privacy and security claims — not confirmed in the source.
Quick glossary
- FinanceKit: An Apple framework that allows apps to access and display financial account data (such as Apple Card information) with platform-level support.
- Recurring transactions: Payments or charges that occur on a regular schedule (subscriptions, utilities, rent) which budgeting tools can track and forecast.
- Cash flow: The net amount of money moving in and out of accounts over a period, typically shown as income minus spending.
- Budget category: A label used to group spending (for example groceries, transportation, entertainment) to help analyze and plan expenses.
Reader FAQ
Which platforms does Copilot Money support?
Confirmed: iPhone, iPad, Mac and now a web version.
Is there a free trial available?
Confirmed: 9to5Mac readers are offered an extended two-month free trial with the code 9TO5MAC.
Does Copilot support Apple Card in real time?
Confirmed: Copilot uses Apple’s FinanceKit to track Apple Card and Apple Card Savings Account data in real time.
Does Copilot sell user data or show ads?
Confirmed: The source states Copilot does not run ads, sell data, or have hidden partnerships.
What are the ongoing subscription costs?
not confirmed in the source
9to5Mac Product of the Year: iPhone 17 Chance Miller Dec 31 2025 Copilot Money brings clarity to your finances, now on the web [Sponsored] Sponsored Post | Jan 1 2026 -…
Sources
- Copilot Money brings clarity to your finances, now on the web [Sponsored]
- Copilot Money for Web
- It's here 👀 Copilot Money is now available on Web …
- Copilot Money
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