Would you highly recommend Banktivity? Are you happy with Banktivity, especially in regards to investment tracking?Īs another Banktivity user for years (started when it was iBank) it has become my main financial management software after trying every Quicken version for Mac, Moneydance, Money Pro, MoneyWiz - you name it. I think I even purchased Moneydance, but I just never got around to using them. I looked at using iBank and Moneydance at the time. But life got busier right when MS Money was sunset. I credit it for being a huge reason in why I've always cared about financial planning as an adult. I started using Microsoft Money early on and it helped me so much with understanding and caring about my finances.
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We wanted to ensure we weren't cutting any corners, and that Apple Card transactions could take advantage of the same algorithmic categorization and analysis that Copilot uses for other financial institutions.Ĭopilot is able to parse the data from financial accounts, locating and tracking subscriptions and bills, providing notifications when users get paid, and offering an end-of-month summary that details how and where money was spent.Ĭopilot is a subscription based app and using it requires a $2.99 per month fee, though there is a free trial available. This integration required extensive backend development to ensure that upon import, Copilot could seamlessly integrate Apple Card data with the rest of a user's financial life. Apple Card data can be imported into Copilot along with data from other financial institutions, making credit cards, checking accounts, savings accounts, and investment accounts available in one place for monitoring purposes.Ĭopilot founder Andres Ugarte says that Apple Card integration has been in the works since Apple announced it would let users export data into third-party apps.Īpple card support has been a top request from our users since we launched. The new feature lets Apple Card users take advantage of Copilot's budgeting, subscription tracking, and transaction monitoring tools without the need to manually copy data into the app. Copilot, a subscription-based finance and budgeting app, today announced support for importing Apple Card data directly from the Wallet app.Ĭopilot is able to analyze Apple Card statements, parsing transaction data, identifying recurring subscriptions, and removing duplicate transactions.
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