We’re very excited to launch the first version of Copilot for macOS!

After years of building the best-in-class personal finance tool for iOS, your support has enabled us to take a huge leap forward and finally be available on desktop.

As you’ll notice, we’ve put a lot of care into crafting an experience that feels great on a bigger screen. But there’s so much yet to come! You’ll see us pushing new releases every week to keep pushing the boundaries of what Copilot on macOS can do.

As always, your feedback is very important for us. Ideas, comments, or simply just a note of appreciation. We’d love to hear from you!

Highlights

  • Search is extremely fast. And since we’re not loading a website (Copilot for macOS is a native app!), there’s no lag that distracts you from what you’re trying to accomplish.

  • No need to have an M1 or M2 computer, Copilot runs on any Mac (macOS Monterey or higher).

  • You can use our iOS and macOS apps at the same time, on multiple devices.

Let's dive in


Dashboard (⌘ + 1)

Fast search across transactions, accounts, categories, recurrings, and holdings with the Command key and F (⌘ + F)

Additional keyboard actions include:

  • ⌘ + R to request latest data from financial institutions

  • ⌘ + left/right to go back and forth one view (navigation stack)

  • ⌘ + , to open the Settings menu

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.

Note: On iOS, the app currently only shows the current month's unreviewed transactions. On macOS, Copilot keeps track of all of your unreviewed transactions. In the near future, we'll update iOS to show the same light-blue indicator on all of your unreviewed transactions to match what you see on macOS.

Transactions (⌘ + 2)

Fast keyboard navigation and quick access to actions (more to come!):

  • Move up and down the list of transactions with the arrows on the keyboard

  • X for selecting a transaction

  • R for marking it as Reviewed

  • C for changing the category

  • F to open the Filters menu

  • ⌘ + A to select all transactions

  • ⌘ + Shift + A to deselect all transactions

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

A new 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.

Accounts (⌘ + 3)

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:

Investments (⌘ + 4)

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 (⌘ + 5)

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 (⌘ + 6)

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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