Copilot Money

Enable budget rollovers to track spending across multiple months.

Budget Rollovers

Editing Budgets by Month

Genmojis in Copilot

Groups of Categories

How to disable budgeting for spending tracking.

Optional Budgeting

Rebalancing Your Budget

Recommendations on how to separate business and personal spending.

Separating Business and Personal Spending

Getting Started

Find answers and get help from Intercom Support and Community Experts

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