# Copilot Help Center

> Still have questions? Contact us in the app or at support@copilot.money.

## Accessibility

- [Display Settings for Vision](https://help.copilot.money/en/articles/9828946-display-settings-for-vision.md): Using Copilot in ways that work best for you

## Accounts

- [Accounts Tab Overview](https://help.copilot.money/en/articles/6213732-accounts-tab-overview.md): Information about the Accounts tab
- [Accounts FAQ](https://help.copilot.money/en/articles/10261860-accounts-faq.md): Frequently asked questions regarding your accounts.
- [Adding and Managing Connected Accounts](https://help.copilot.money/en/articles/5593601-adding-and-managing-connected-accounts.md): How to create a new connection, add new accounts to an existing connection, or connect a second set of credentials with the same institution
- [Creating Manual Accounts](https://help.copilot.money/en/articles/4537532-creating-manual-accounts.md): Steps to create manual accounts.
- [Credit Utilization](https://help.copilot.money/en/articles/10310069-credit-utilization.md): Learn how the color-coded dots in your credit card accounts reflect your credit utilization
- [Hiding and Closing Accounts](https://help.copilot.money/en/articles/5031610-hiding-and-closing-accounts.md): How to mark an account as closed or hide an account
- [Real Estate Accounts](https://help.copilot.money/en/articles/8047816-real-estate-accounts.md): Tracking real estate with Copilot
- [Tracking Your Car and Other Physical Assets](https://help.copilot.money/en/articles/10760871-tracking-your-car-and-other-physical-assets.md): Learn how to track all your assets in Copilot
- [Clearing Local Cache](https://help.copilot.money/en/articles/9922978-clearing-local-cache.md): When to clear the local cache from Settings
- [Handling Joint Bank Accounts](https://help.copilot.money/en/articles/9834242-handling-joint-bank-accounts.md): Managing joint bank accounts and handling duplicate transactions.
- [Improving Connections Performance](https://help.copilot.money/en/articles/9899887-improving-connections-performance.md): Tips for keeping your bank accounts up to date
- [Troubleshooting Account Duplicates](https://help.copilot.money/en/articles/8663179-troubleshooting-account-duplicates.md): How to handle use cases related to account connections
- [Understanding Manual Accounts](https://help.copilot.money/en/articles/10682991-understanding-manual-accounts.md): Learn how manual account balances and transactions work together in Copilot Money
- [Apple Card, Apple Cash, and Savings](https://help.copilot.money/en/articles/9038131-apple-card-apple-cash-and-savings.md): Learn more about the FinanceKit integration for Apple Card, Apple Cash, and Savings
- [Capital One](https://help.copilot.money/en/articles/9829056-capital-one.md): Information on connecting with our direct Capital One integration
- [Coinbase](https://help.copilot.money/en/articles/14303356-coinbase.md): Information on connecting your Coinbase accounts
- [Fidelity](https://help.copilot.money/en/articles/9828928-fidelity.md): Details about Fidelity accounts connected via Akoya
- [Discover to Capital One Migration](https://help.copilot.money/en/articles/15507186-discover-to-capital-one-migration.md): Continue receiving updates when your Discover account migrates to Capital One
- [Adding Cryptocurrency Addresses](https://help.copilot.money/en/articles/5961560-adding-cryptocurrency-addresses.md): How to add your crypto address to Copilot for tracking
- [Connecting a Bitcoin Hardware or Crypto Wallet](https://help.copilot.money/en/articles/5973714-connecting-a-bitcoin-hardware-or-crypto-wallet.md): How to find your Bitcoin Extended Public Key
- [Crypto Support with Copilot](https://help.copilot.money/en/articles/6162313-crypto-support-with-copilot.md): Options for cryptocurrency support with Copilot
- [Binance.US API Key Instructions](https://help.copilot.money/en/articles/6133451-binance-us-api-key-instructions.md): Steps for connecting your Binance.US account with an API Key.
- [Bitstamp API Key Instructions](https://help.copilot.money/en/articles/6133452-bitstamp-api-key-instructions.md): Steps for connecting your Bitstamp account with an API Key.
- [Gemini API Key Instructions](https://help.copilot.money/en/articles/6133456-gemini-api-key-instructions.md): Steps for connecting your Gemini account with an API Key.
- [Kraken API Key Instructions](https://help.copilot.money/en/articles/6133450-kraken-api-key-instructions.md): Steps for connecting your Kraken account with an API Key.

## Cash Flow

- [Cash Flow Tab Overview](https://help.copilot.money/en/articles/9682232-cash-flow-tab-overview.md): Information about the Cash Flow tab

## Categories

- [Categories Tab Overview](https://help.copilot.money/en/articles/9504513-categories-tab-overview.md): Information about the Categories Tab
- [Categories FAQ](https://help.copilot.money/en/articles/10216528-categories-faq.md): Frequently asked questions regarding the different uses of Categories
- [Budget Rollovers](https://help.copilot.money/en/articles/3790828-budget-rollovers.md): Enable budget rollovers to track spending across multiple months.
- [Editing Budgets by Month](https://help.copilot.money/en/articles/6206293-editing-budgets-by-month.md)
- [Genmojis in Copilot](https://help.copilot.money/en/articles/10269668-genmojis-in-copilot.md)
- [Groups of Categories](https://help.copilot.money/en/articles/3767655-groups-of-categories.md): Steps to group categories together.
- [Optional Budgeting](https://help.copilot.money/en/articles/6282850-optional-budgeting.md): How to disable budgeting for spending tracking.
- [Rebalancing Your Budget](https://help.copilot.money/en/articles/6206302-rebalancing-your-budget.md)
- [Separating Business and Personal Spending](https://help.copilot.money/en/articles/10760959-separating-business-and-personal-spending.md): Recommendations on how to separate business and personal spending.
- [Category Tips & Tricks](https://help.copilot.money/en/articles/10684301-category-tips-tricks.md): Different ways to use categories to fit your needs.
- [Other Category](https://help.copilot.money/en/articles/9829368-other-category.md): Details about the Other category
- [Tips for Zero-Based Budgeting](https://help.copilot.money/en/articles/11660741-tips-for-zero-based-budgeting.md): How to use this method in Copilot
- [Understanding Key Metrics for Spending](https://help.copilot.money/en/articles/6918427-understanding-key-metrics-for-spending.md): Information about Year-to-Date \(YTD\) and Averages

## Copilot Account & Subscription

- [Account Management FAQ](https://help.copilot.money/en/articles/10684135-account-management-faq.md): Frequently asked questions regarding signing into your Copilot account
- [Deleting Your Copilot Account](https://help.copilot.money/en/articles/9548442-deleting-your-copilot-account.md): How to unsubscribe and delete your Copilot account
- [How Do You Get My Financial Data?](https://help.copilot.money/en/articles/10768078-how-do-you-get-my-financial-data.md)
- [Logging into Copilot](https://help.copilot.money/en/articles/9829510-logging-into-copilot.md)
- [Notifications](https://help.copilot.money/en/articles/10671399-notifications.md): How to enable and disable notifications in Copilot.
- [Privacy and Security](https://help.copilot.money/en/articles/9981768-privacy-and-security.md)
- [Settings Overview](https://help.copilot.money/en/articles/11062072-settings-overview.md): Information about Copilot settings
- [Sharing Your Account with a Partner](https://help.copilot.money/en/articles/4523792-sharing-your-account-with-a-partner.md): How to login to your account from another device
- [Your Copilot Money Account Appears Blank](https://help.copilot.money/en/articles/13465884-your-copilot-money-account-appears-blank.md): What’s happening and how to fix it
- [Using 2FA with Copilot Money](https://help.copilot.money/en/articles/13264550-using-2fa-with-copilot-money.md)
- [Entering Referral or Gift Codes](https://help.copilot.money/en/articles/9434215-entering-referral-or-gift-codes.md): How to redeem a Copilot gift or referral as a new user
- [Managing Your Copilot Subscription](https://help.copilot.money/en/articles/6860727-managing-your-copilot-subscription.md): How to manage your Copilot subscription from the app.

## Copilot Labs

- [Amazon Integration](https://help.copilot.money/en/articles/5569639-amazon-integration.md): Our Amazon integration matches your orders with transactions from your linked bank account.
- [Disabling Venmo Forwarding](https://help.copilot.money/en/articles/5274223-disabling-venmo-forwarding.md): How to disable Venmo email forwarding.
- [Venmo Integration FAQ](https://help.copilot.money/en/articles/3971255-venmo-integration-faq.md): We’re very excited to offer our own Venmo integration that processes your transactions in real-time.

## Dashboard

- [Dashboard Tab Overview](https://help.copilot.money/en/articles/6045480-dashboard-tab-overview.md): Information about the Dashboard tab
- [Dashboard FAQ](https://help.copilot.money/en/articles/10238054-dashboard-faq.md): Frequently asked questions regarding the Dashboard tab.
- [Dashboard Line Colors](https://help.copilot.money/en/articles/10309907-dashboard-line-colors.md): A guide to the dashboard line colors and what they mean
- [Income vs. Budget](https://help.copilot.money/en/articles/5542019-income-vs-budget.md): How Copilot Money compares income and budget

## Goals

- [Savings Goal Tab Overview](https://help.copilot.money/en/articles/11470324-savings-goal-tab-overview.md): Information about the Savings Goal tab
- [Savings with Copilot Money](https://help.copilot.money/en/articles/11471870-savings-with-copilot-money.md): How to think about savings versus spending in the app
- [Goals FAQ](https://help.copilot.money/en/articles/11139571-goals-faq.md): Frequently asked questions regarding Savings Goals
- [Archiving Goals](https://help.copilot.money/en/articles/11100497-archiving-goals.md): Steps for archiving your Goals
- [Creating New Goals](https://help.copilot.money/en/articles/11100462-creating-new-goals.md): How to create new goals
- [Spending from Savings Goals](https://help.copilot.money/en/articles/11100511-spending-from-savings-goals.md): Learn how to use funds from Savings Goals
- [Updating Goal Progress](https://help.copilot.money/en/articles/11100474-updating-goal-progress.md): How to update the progress of a goal

## Investments

- [Investments Tab Overview](https://help.copilot.money/en/articles/5377645-investments-tab-overview.md): Information about the Investments tab
- [Tracking Holdings with Manual Accounts](https://help.copilot.money/en/articles/6097003-tracking-holdings-with-manual-accounts.md): How to track holdings in manual accounts
- [Migrating Investments Accounts](https://help.copilot.money/en/articles/6096952-migrating-investments-accounts.md): How to start tracking holdings in an existing manual account
- [Calculating Investment Performance](https://help.copilot.money/en/articles/5497919-calculating-investment-performance.md): Estimated returns for investment accounts
- [Investment Account Limitations](https://help.copilot.money/en/articles/10262766-investment-account-limitations.md): Information related to investment accounts limitations
- [Live Balance Estimates](https://help.copilot.money/en/articles/5497913-live-balance-estimates.md)

## Platforms

- [Copilot Money for iPad](https://help.copilot.money/en/articles/10003978-copilot-money-for-ipad.md): A quick intro
- [Copilot Money for macOS](https://help.copilot.money/en/articles/6778561-copilot-money-for-macos.md): A quick intro
- [Copilot Money for Web](https://help.copilot.money/en/articles/11780342-copilot-money-for-web.md): A quick intro
- [Mac FAQ](https://help.copilot.money/en/articles/11011483-mac-faq.md): Frequently asked questions about Copilot on Mac
- [Web FAQ](https://help.copilot.money/en/articles/13157382-web-faq.md): Frequently asked questions about our Web app

## Recurrings

- [Recurrings Tab Overview](https://help.copilot.money/en/articles/9778259-recurrings-tab-overview.md): Information about the Recurrings tab
- [Recurrings FAQ](https://help.copilot.money/en/articles/10244751-recurrings-faq.md): Frequently asked questions about Recurrings.
- [Creating Recurrings](https://help.copilot.money/en/articles/3760068-creating-recurrings.md): Steps to create recurring transaction schedules
- [Editing Recurrings](https://help.copilot.money/en/articles/3783837-editing-recurrings.md): Steps to edit recurrings including filter settings, add/delete transactions and delete recurrings.
- [Multiple Recurrings for the Same Merchant](https://help.copilot.money/en/articles/5327632-multiple-recurrings-for-the-same-merchant.md): Steps for creating multiple recurrings for the same merchant.
- [Optimizing Recurrings](https://help.copilot.money/en/articles/3783499-optimizing-recurrings.md): Tips on optimizing your recurring filter settings.
- [Pausing and Archiving Recurrings](https://help.copilot.money/en/articles/3983286-pausing-and-archiving-recurrings.md): Steps for pausing and archiving your Recurrings
- [Shared Recurring Expenses](https://help.copilot.money/en/articles/5324776-shared-recurring-expenses.md): Steps to handle reimbursements for shared recurring expenses.

## Tips & Tricks

- [Quick Start Guide](https://help.copilot.money/en/articles/11157550-quick-start-guide.md): Steps to getting started in Copilot

## Transactions

- [Transactions Tab Overview](https://help.copilot.money/en/articles/9554412-transactions-tab-overview.md): Information about the Transactions tab
- [Transactions FAQ](https://help.copilot.money/en/articles/10761907-transactions-faq.md): Frequently asked questions regarding your transactions
- [Bank Category Rules](https://help.copilot.money/en/articles/13978302-bank-category-rules.md): Creating a rule based on the category assigned by your bank
- [Bulk Editing Transactions](https://help.copilot.money/en/articles/7668990-bulk-editing-transactions.md): How to multi-select and bulk edit transactions
- [Creating Manual Internal Transfer Payments](https://help.copilot.money/en/articles/4235839-creating-manual-internal-transfer-payments.md): Steps to create internal transfer transactions for manual credit card account payments.
- [Creating Manual Transactions](https://help.copilot.money/en/articles/4038706-creating-manual-transactions.md): Steps to create manual transactions.
- [Creating Name Rules](https://help.copilot.money/en/articles/3971270-creating-name-rules.md): Steps to create transaction name rules for automatic categorization
- [Credit Card Payment Transactions](https://help.copilot.money/en/articles/10671434-credit-card-payment-transactions.md): How to type and categorize credit card payment transactions
- [Excluding Transactions](https://help.copilot.money/en/articles/9718801-excluding-transactions.md): Information about excluded transactions
- [Exporting Your Transaction Data](https://help.copilot.money/en/articles/5944414-exporting-your-transaction-data.md): Steps to export your transaction data as a CSV
- [Refund and Reimbursement Transactions](https://help.copilot.money/en/articles/5325170-refund-and-reimbursement-transactions.md): Steps to edit refund transactions.
- [Splitting Transactions](https://help.copilot.money/en/articles/5325255-splitting-transactions.md): Steps to split a transaction
- [Transaction Types](https://help.copilot.money/en/articles/3971267-transaction-types.md): Descriptions for different transaction types.
- [Copilot Intelligence for Spending](https://help.copilot.money/en/articles/8182433-copilot-intelligence-for-spending.md)
- [Historical Transaction Data](https://help.copilot.money/en/articles/5542003-historical-transaction-data.md): Why we request historical transactions for your accounts during onboarding
- [International Currency](https://help.copilot.money/en/articles/10715424-international-currency.md): International Support and Converting Foreign Currency
- [Month and Year in Review](https://help.copilot.money/en/articles/10310024-month-and-year-in-review.md): Where to find your Month in Review and Year in Review
- [Recurring Transaction Name](https://help.copilot.money/en/articles/10671662-recurring-transaction-name.md): Why a transaction's name may change when it's associated with a Recurring
- [Transaction Dot Color Guide](https://help.copilot.money/en/articles/9834380-transaction-dot-color-guide.md)
- [Creative Ways to Use Tags](https://help.copilot.money/en/articles/9554370-creative-ways-to-use-tags.md): Ideas on how to creatively use tags in Copilot
- [Tags](https://help.copilot.money/en/articles/9554342-tags.md): How to use and manage tags
- [Tags vs Categories](https://help.copilot.money/en/articles/9554367-tags-vs-categories.md): The differences between tags and categories

## Widgets

- [Adding Widgets](https://help.copilot.money/en/articles/9834331-adding-widgets.md): How to add a Widget to your device
- [Improving Widget Performance](https://help.copilot.money/en/articles/4968599-improving-widget-performance.md): Tips for using Copilot widgets