Copilot

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Learn more about Copilot's Categories tab

Frequently asked questions regarding the different uses of Categories.

Enable budget rollovers to track spending across multiple months.

How to disable budgeting for spending tracking.

Recommendations on how to separate business and personal spending.

Different ways to use categories to fit your needs.

Information about Year-to-Date (YTD) and Averages

Find answers and get help from Intercom Support and Community Experts

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Tickets submitted through the messenger or by a support agent in your conversation will appear here.

Try using different keywords or checking for typos.

Track the progress of all tickets related to your company.

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