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Copilot for iPad
Copilot for iPad
Olivia avatar
Written by Olivia
Updated this week

Copilot for iPad is a native app, alongside the iOS and MacOS apps you know and love. As you’ll notice, we’ve put a lot of care into crafting an experience that feels great on a bigger screen. Download the iPad app directly from the iPad App Store.

Highlights

  • For those of you who like to get things done with a keyboard, we’ve included all of the Mac app’s shortcuts to make navigating Copilot even faster when your keyboard’s connected. Check out our macOS article to see all available shortcuts.

  • As always, you can use any of our apps at the same time, on multiple devices.

  • We’ve got you covered for multitasking. Use iPad’s split view, slide over, or center window formats with Copilot. The app will adjust dynamically to different sizes, and we’ll also tell you when the window gets a little too small.

Let's dive in


Dashboard

Fast search across transactions, accounts, categories, recurrings, and holdings using the search at the top left of the window.

Tap on a transaction's category to quick edit without opening the transaction:

The light-blue unreviewed transaction indicator will show next to any transactions for review throughout the app, and resolvable in all transaction list views. Transactions can also be marked as reviewed in bulk.

Transactions

Use the checkboxes on the lefthand side of the transaction names in the list to multi-select. You can also use the checkbox in the top bar to select or de-select all transactions in the list.

Apply actions to multiple transactions at once, including changing the category, review status, and transaction type:

A non-blocking menu for creating name rules when you change categories or transaction types:

You can now download all transactions or a filtered subset of transactions directly from the Transactions tab.

Cash flow

Accounts

See more details on the list view including last updated timestamp, charts for each account, and a new change indicator:

New "ALL" timeframe for historical balances:

Please note: You cannot connect Apple Card, Apple Cash, or Savings accounts for the first time from the iPad app. You can connect them from the iPhone app for visibility across all platforms.

Investments

See how each account’s balance and performance has changed over time from the list view:

See allocation information for each individual account:

See the holding type right from the list:

Categories

See YTD spending totals and monthly averages for new insights into spending trends:

Expected this month section shows an expanded view of upcoming recurrings:

Recurrings

See YTD spending totals for new insights into how recurring charges stack up as annual spend:

See detailed information about the account associated with each recurring payment:

Ready to get started?

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