To use Copilot, you need to link at least one bank account. The app uses your existing transactions in order to:
The app needs to receive the historical transaction data from your financial institutions before it can proceed. Most institutions provide one to two years of data; however, some provide less historical data. This process typically takes less than a few minutes, but sometimes we might need to wait a few hours.
If you are encountering an extended delay in receiving the historic data, please contact the Copilot team via the in-app chat for support.
👋 Still have questions? Contact us via the in-app chat.