As of December 2025, Copilot Money is available on the web. We’ve put a lot of care into crafting an experience that feels natural and fast on your desktop browser.
The web app has most of the features you love from iOS and Mac, with a few we’re still working on. The plan is that you’ll be able to do and see all the same tabs and actions across all platforms soon. Learn more here.
You can go to app.copilot.money to check it out today. If you have any feedback as we continue to build, let us know via the in-app chat!
Highlights
We’ve added new and improved transaction filtering to the web, along with calculating Total spent, Total income, and Net for filtered transactions.
We’ve updated the UX and design to make sure the experience feels great on the web, we’ll continue to improve it over the next few months.
You can use any of our apps at the same time, on multiple devices. Your subscription gives you access to Copilot Money across all platforms.
Let's dive in
Dashboard
Quick edit a transaction’s category 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
We’ve added new and improved transaction filtering to the web, along with calculating Total spent, Total income, and Net for filtered transactions.
Filter by Account, Category, Date, Recurring, Review Status, Tag, Type. You can add multiple filters at a time. Before or after applying filters, sort by date or amount.
Apply actions to multiple transactions at once, including changing the category, review status, and transaction type:
You can download all transactions or a filtered subset of transactions directly from the Transactions tab.
Accounts
Tap any account in the list to see a detailed view of the account and its transactions or holdings data.
Just like on Mac and iPad, you can see the “ALL" timeframe for historical balances:
Investments
See how each account’s balance and performance has changed over time from the list view:
Categories
Tap the top chart to see your total and average monthly spend across past years, and the spent, budget, and left amount for each category this month in a condensed view.
See YTD spending totals and monthly averages for insights into spending trends:
Expected this month section shows an expanded view of upcoming recurrings:
Recurrings
See YTD spending totals for insights into how recurring charges stack up annually:
See detailed information about the account associated with each recurring payment:
Ready to get started?