Copilot Money

Creating a rule based on the category assigned by your bank

Bank Category Rules

How to multi-select and bulk edit transactions

Bulk Editing Transactions

Steps to create internal transfer transactions for manual credit card account payments.

Creating Manual Internal Transfer Payments

Creating Manual Transactions

Steps to create transaction name rules for automatic categorization

Creating Name Rules

How to type and categorize credit card payment transactions

Credit Card Payment Transactions

Excluding Transactions

Steps to export your transaction data as a CSV

Exporting Your Transaction Data

Refund and Reimbursement Transactions

Splitting Transactions

Descriptions for different transaction types.

Transaction Types

Getting Started

Email Support

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Create your workspace and invite the people you work with.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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