Copilot has officially replaced Mint in my budgeting and general financial tracking journey. I discovered this app late last year, mentioned it in a favorites video, and have since received questions about the app and how I use it. I figured it was best just to put together highlighting all of the Copilot app top features. This app is definitely the best financial tracking app and best expense tracker app, if you're looking to gain a more holistic understanding of your financial standing in the new year. ENJOY :)
Wanna try Copilot? Use my code 'A6M9T6' to receive your first month free! (I also get a free month if you use this code, so it's a total winwin for everyone.) Download the app here: https://copilot.money/link/xprHbSQD5T...
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FTC DISCLAIMER ➙ This video is NOT sponsored. This post does contain affiliate/referral links, which means that if you purchase anything through the use of my links with amzn.to, go.magik.ly or bit.ly, I receive a small commission. All opinions are my own, honest opinions, regardless of sponsorship, referral links, and/or affiliation.
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RELATED VIDEOS:
October Favorites Video (where I first mentioned the app): • OCTOBER FAVORITES | best budgeting ap...
5 Financial Tips for Your 20s: • 5 FINANCIAL TIPS FOR YOUR 20s | Money...
Budgeting for Beginners: • BUDGETING FOR BEGINNERS | Tips to bui...
8 Holiday Savings Tips: • 8 HOLIDAY SAVINGS TIPS | How to Shop ...
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0:00 Intro
0:39 What is Copilot?
1:28 Mint Comparison
2:52 Accounts View
3:42 How to Exclude Accounts
4:12 Investments View
4:59 Transactions View
5:28 Month in Review Feature
5:43 Dashboard View
6:43 How to Recategorize Transactions
7:55 Categories (Budgets) View
8:18 How to Add Categories
8:28 Rebalance Budget Feature
9:05 Recurring View
9:38 See Recurring Expenses in Categories View
10:33 Notable Features
10:39 Notifications
11:02 Rollover Feature
11:45 Venmo & Amazon Integration
12:58 How to Export Transactions
#expensetracker #financialeducation #copilot