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Average Ratings 5 Ratings

Total
ease
features
design
support

Description

Take a moment to analyze your recent expenditures, track any pending refunds, and prepare for upcoming bills. Our innovative categorization system generates personalized rules tailored to your spending habits. You can establish budgets that carry over your remaining balance from one month to the next. Gain insights with comprehensive monthly summaries detailing your income and expenses. Approve intelligent adjustment suggestions with just a tap. Our categorization system quickly learns your preferences. You can also create personalized spending categories and groups. Set up custom rules for even the most complex transactions. Access detailed information about your purchases from platforms like Amazon and Venmo. Adjust any aspect of a transaction as needed. By entering your property address, Copilot will monitor the estimated value of your home. Keep track of your net worth through consolidated views of your financial accounts and investments. Copilot’s smart monitoring system notifies you when something requires your attention, providing helpful alerts. We ensure that your personal and financial information is handled with the utmost care and respect, just as we would want our own data to be treated. As you navigate your finances, you can rely on Copilot for support and guidance every step of the way.

Description

Streamline your financial management with Quicken and ensure that this tax season is as stress-free as possible. Gain a comprehensive view of your financial landscape effortlessly. With Quicken, you can consolidate all your banking, investment, retirement, and credit card accounts in one convenient location.* Keep track of your expenses by monitoring the funds available after settling your bills. Enhance your financial decision-making by setting up personalized budgets that you can adhere to. Easily evaluate your income versus your expenditures, check anticipated balances post-bill payments, and receive alerts to avoid missing any deadlines.* Analyze your investment portfolio, track its performance, and make market comparisons to boost your confidence in buying or selling assets.* Over the years, more than 17 million users have relied on Quicken to effectively manage and enhance their financial health. Join them to take control of your financial future today.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Acumen No 
Amazon Yes 
Bethpage Federal Credit Union No 
Era Yes 
GarageKeeper No 
HomeBank No 
Instant Check No 
Itemize No 
Lead Commerce No 
Neat No 
Ninth Wave No 
Orange Bank No 
QuickBooks Online No 
Sitehound No 
Venmo Yes 
VersaCheck X9 Enterprise No 
WebSelfStorage No 
ezCheckPrinting No 

Integrations

Acumen Yes 
Amazon No 
Bethpage Federal Credit Union Yes 
Era No 
GarageKeeper Yes 
HomeBank Yes 
Instant Check Yes 
Itemize Yes 
Lead Commerce Yes 
Neat Yes 
Ninth Wave Yes 
Orange Bank Yes 
QuickBooks Online Yes 
Sitehound Yes 
Venmo No 
VersaCheck X9 Enterprise Yes 
WebSelfStorage Yes 
ezCheckPrinting Yes 

Pricing Details

$8.99 per month
$5.83 per month if billed yearly ($69.99 per year)
Free Trial Yes 
Free Version No 

Pricing Details

$29.99 per year
Different plans and versions available depending on what you need
Free Trial No 
Free Version No 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Copilot Money

Founded

2019

Country

United States

Website

copilot.money/

Vendor Details

Company Name

Quicken

Country

United States

Website

www.quicken.com

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet No 
Capital Asset Planning No 
Cash Management No 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger No 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

Product Features

Budgeting

"What If" Scenarios No 
Asset Planning No 
Balance Sheet Yes 
Capital Asset Planning No 
Cash Management Yes 
Consolidation / Roll-Up No 
Forecasting No 
General Ledger Yes 
Income Statements No 
Multi-Company No 
Multi-Department / Project No 
Profit / Loss Statement No 
Project Budgeting No 
Run Rate Tracking No 
Version Control No 

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