Easy Button
This makes tracking my finances so much easier
Amazing !
Just the app for me
Great visuals, but lacking
What a fantastic app but it is missing a few critical items:
1. Ability to see/edit transaction rules
2. Comprehensive reporting
3. Useful and flexible investment module
4. Multiple (and visible) income categories
While I understand that some of these items are in keeping with the Apple experience, they are keeping me from transferring all my accounts to Copilot.
1. Ability to see/edit transaction rules
2. Comprehensive reporting
3. Useful and flexible investment module
4. Multiple (and visible) income categories
While I understand that some of these items are in keeping with the Apple experience, they are keeping me from transferring all my accounts to Copilot.
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Amazon sync goes to far back
I was excited to unlock the AI and see how this could help with reviewing transactions, but ended up deleting my account just before that happened. The Amazon sync goes back several years without a choice with no way to see and delete older items that aren’t linked to card charges. This seems intrusive especially since the card charges only go back a couple years (though there should be a choice with that as well). I had everything all setup when this happened and I ended up deleting my account to remove it the data from the servers hopefully. It made me feel like they were data mining even if that wasn’t the intention. I also wish it would oauth with more banks instead of having to go through plaid who has a privacy policy I don’t like. Lastly, I feel the budget magic wand should give the option to exclude categories for decreasing like
loans, etc. Thanks and sorry for leaving feedback here, I checked the website first but couldn’t find a feedback link.
loans, etc. Thanks and sorry for leaving feedback here, I checked the website first but couldn’t find a feedback link.
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Looks great
Everything in one place shows you where you really stand and are able to Adjust
