Is web app access included in my subscription?
Yes! With a Copilot Money subscription, you can use any of our apps across all your devices. Copilot is currently available on Mac, iPad, iPhone, and Web.
Can I use this on my mobile phone?
While you could use Copilot on your mobile web browser, we've optimized our Web app for desktop browsers.
What’s different?
As of December 2025, the Web app features updated transaction filtering and transaction metrics, unique to the platform right now. The app doesn't contain:
Goals tab
Cash Flow tab
Demo mode
Ability to create transaction name rules
Ability to split transactions
Ability to add new Real Estate
Ability to archive Categories
Rebalancing
Month(s) and Year(s) in Review
Venmo forwarding integration set-up
Amazon integration management or itemized transactions
We'll be adding these features and tabs to Web in 2026.
Can I use keyboard shortcuts?
On the transactions tab you can use the following keyboard shortcuts:
Move up and down the list of transactions with the arrows on the keyboard
X for selecting a transaction
R for marking a selected transaction as Reviewed
C for changing the category
⌘ + A to select all transactions (only works on Mac devices)
Ready to get started?
👋 Still have questions? Contact us via the in-app chat.