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Adding Widgets

How to add a Widget to your device

Neo avatar
Written by Neo
Updated this week

Copilot has a variety of widgets to suit your specific needs pertaining to keeping you updated with your budgets, financial history, data and information.

You can access them by swiping right on your home screen. From there, you would tap on the "Add Widget" button at the top left of the screen. You can then search for Copilot in the search bar or scroll down until the Copilot app icon is displayed to access all of our available widgets.

Some of the widgets we currently have available include:
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Daily Spending - See how you're doing compared to your budget.
Spending Category - See your spending and budget.

Budgets - See four budgets at a time.

Net Worth - Track your net worth across all accounts.

Credit Card - Track the balance and utilization rate.

Account - Track the balance and the net change.

Recent Transactions - See your most recent transactions.

If you're using iOS 18 on your device:

It's not possible to see or add Copilot widgets when the "Require Face ID" feature is enabled for Copilot on your device. "Require Face ID" is a security setting controlled by Apple, and is different than using "Face ID" to log into Copilot.


πŸ‘‹ Still have questions? Contact us via the in-app chat.

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