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Month and Year in Review
Month and Year in Review

Where to find your Month in Review and Year in Review

Neo avatar
Written by Neo
Updated over a month ago

Copilot's Month and Year in Reviews give you a simple, high level report of your spending, income, investments and related trends for the given time frame. You can share any slide to a contact or socially by tapping at the bottom of the report.
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The Month in Review can be found in the Transactions tab at the end /start of each calendar month.

Additionally, the Year in Review can be found at the end/ start of the year.

After being with Copilot for more than one year, you'll receive a special app icon in the following next Year in Review. If you lose one of your legacy app icons, you can retrieve it by re-reviewing your most recent Year in Review in the Transactions tab.

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