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Welcome to Copilot for macOS
Welcome to Copilot for macOS

A quick intro

Olivia avatar
Written by Olivia
Updated over a week ago

After years of building the best-in-class personal finance tool for iOS, your support enabled us to take a huge leap forward in December 2022 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.

You can review release notes for the Mac app in the Settings section.


  • 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.

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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