I’ve been searching online for an alternative to Mint since it is shutting down Dec. 31, 2023. Your video was PERFECT for me. I can’t tell you how helpful this was. Many many thanks!

@MaggiesTwoCents

7 ай бұрын

Glad I could help!

Awesome review, very well put together and easy to follow. Thanks again!!

GREAT review! Been looking everywhere for a good Copilot review as well as comparison to Mint. Well done!

@MaggiesTwoCents

7 ай бұрын

Glad it was helpful!

The recurring feature and a more detailed description of Amazon transactions is a game changer. Thank you for the review! 😉

Thanks for the code 🙂. Great video with great detail.

I’m going to try it thanks!!!

Thanks for the information. It was very helpful.

Thank you so much for this. The copilot team should really seek you out for future promotion. 🎉

omg thank you for actually USING the app in your review (!) instead of just reading me the website like all these other "reviews"

@MaggiesTwoCents

7 ай бұрын

Glad I could help!

Its January! Time to start clean outs and looks at ways to save money and build your savings.

Thanks for the two months free 😉

Thanks for the review. I'd love to see more finance videos from you. What your investing plan is, what you use, etc.

Thank You Maggie!

You should do an updated video. With over two years of experience on this app, your insights would be greatly appreciated. As I transitioned from meant, I have tried YNAB and it doesn’t play well with a few of my accounts.

Watching this in early 2023, some of Mint's features are now behind a paywall, so I'm looking at Copilot as a budget app. Copilot now has a desktop version which looks great! Do you still enjoy using it?

@MaggiesTwoCents

Жыл бұрын

Yes! I adore it still, and the desktop version gives you so many long term insights that the mobile app previously didn’t provide. While it is a paid app, I find it totally worth it for the ad free experience and functionality. Hope this helps!

Thank you for this video

Great video Maggie! How does Copilot work for sinking funds, like bills you pay quarterly or annually?

@MaggiesTwoCents

2 жыл бұрын

I believe you can set those up in the recurring payments section. You have the ability to attach an estimated date when they’ll hit your accounts, and then they’ll be included in the budgets for the months in which the expenses will occur!

Got you a free month. I appreciate this video. Looks there is a desktop app now! #subscribed

@tiffanymcneely4962

6 ай бұрын

RIPMINT will give you 2 free months.

When will they make this app available for PC's?

Yay!

How can I add a manual income. Like side gig or cash?

Maggie! Now that you mention investments. Is there any way or would you be willing to share your experience with investments or at least any basic information or how you start or look for information. I have always thought of investments as similar to gambling which I dont like but the truth is that our generation wont receive any kind of pension benefit so we need to look at other options.

@MaggiesTwoCents

2 жыл бұрын

I feel like this is so different for so many people that it's a bit hard to generalize, so I'm not sure how I'd approach it! I suppose you could call investing "a gamble" because you don't have a certain outcome; however, if you take a long term investing approach it tends to follow economic trends more than day-to-day changes, which should provide a little bit of comfort. If you're day trading (buying and selling daily) - for sure, that's much more like Vegas! haha

Can you run reports? Like In Mint we can see our graphs of our historical spending by months, year, categories. Etc

@MaggiesTwoCents

7 ай бұрын

You have the ability to export your transactions at any time. As long as you keep your categorizations up to date, you could create your own reports in excel, but they don't currently offer premade reports. At the end of each month it produces a "month in review" that you can scroll through to analyze your spending, but you can't export those charts, unfortunately.

Excellent video, thank you so much! I had 2 quick questions: does it have Android widgets? And does it have a goal setting feature?

@TemplatesNstuff

Жыл бұрын

Nevermind, it's not available on Android 😢

@vickybrown9786

7 ай бұрын

It will be next year!

@angellady1one388

7 ай бұрын

@@vickybrown9786really is there a date or estimated month ?

So I apologize if this comes through like a dumb question but does the Copilot app make the payments for you? Or do you still have to go in and make the payments yourself?

@tiffanymcneely4962

6 ай бұрын

No. It can’t make payments for you. However, neither could Mint.

Where did you get those necklaces? My wife is looking for something just like those!

@MaggiesTwoCents

2 жыл бұрын

They're from a company called Missoma! Great quality, but they are a bit pricey! rstyle.me/+eseGTDHPeZwJysVszaN9nQ

Hi loved the video , how can I add a ONETIME Expense or ONE TIME BILL with a future date , not recurring ,

@MaggiesTwoCents

7 ай бұрын

I think the easiest way for you to track this would be to add a new category for the one time bill/expense. Once you've added the category, click on the category from the category dashboard, and in the top right corner you'll see 3 dots. Click the dots and select "Edit the budget." You'll see right under the category name a box that says "Budget for all months." If you click that box, you have the option to select "Different budgets for different months." Once you select the different budget option, it will default to the current month you're in. If that expected expense is in the future, select the month you'll expect the expense from the little timeline beneath the budget line and type in your expected expense for that particular month. Hopefully this helps!

Do you know if it can track student loans? Either integrate with the provider, or just manually create a debt?

@jgrange

8 ай бұрын

Yes. I am doing a test run of Copilot, started today, and added my AES (state) and Aidvantage (federal) loans to the app with the Plaid login. I saw other banks listed for differing loan servicers.

Great Video! Can your spouse download and work from the same subscription?

@MaggiesTwoCents

2 жыл бұрын

If you share bank accounts and credit cards, then it's just a matter of linking everything to the app! As long as you both link all of your accounts, it should work. I assume you could both attempt to sign into the same account on different devices, but I personally haven't tried that.

Great video. Copilot or Monarch?

@MaggiesTwoCents

7 ай бұрын

Never tried Monarch! I'm still using and loving Copilot, though.

@BrokeMillionaire1

7 ай бұрын

@@MaggiesTwoCents thank you!

@BrokeMillionaire1

7 ай бұрын

@@MaggiesTwoCents do you have a referral link you'd like to share?

Can this be used for couples?

@MaggiesTwoCents

2 жыл бұрын

If you share bank accounts and credit cards, then it's just a matter of linking everything to the app! As long as you both link all of your accounts, it should work. I assume you could both attempt to sign into the same account on different devices, but I personally haven't tried that.

Can you mass edit transactions?

@familiarjoe7290

Жыл бұрын

yes

Do you have a category for savings where you are allocation monthly from a checking to savings account? Feels like by budget is incomplete with out it, but they are marked as internal transfers since between accounts. I’ve been torn the best way to handle monthly savings goals