Founder @CopilotMoney, building a better home for your finances · Not on here much these days

New York
Joined May 2008
Hello, iPad! Don't be scared, this isn't a stretched-out iPhone app 👻 To celebrate, we're giving away an 11-inch iPad Pro (M4)! Copilot Money for iPad is an extension of our powerful Mac app. It takes full advantage of the available screen size and the different ways you can interact with this device. Tracking your finances in one place has never been easier. 🎁 To enter the giveaway, simply repost this announcement and we'll pick a winner on Monday Nov 4th.
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Are you spending more than you were a year ago? How much have you saved so far this year? These are important questions that Copilot Money is here to help you answer. Today, we’re excited to introduce a new feature that does just that. Our vision is for a future where everyone has a clear picture of their finances, without all the anxiety. Where they can reclaim their data from the banks to build their own plan for achieving their goals — with confidence and trust in their tools for doing so. Our new Cash Flow section helps us get closer to that vision. It focuses on three key areas: income, spending, and net income. You can now easily compare your progress over different time frames and dive into category and transaction-level details. We can't wait for you to try it!
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Andres Ugarte retweeted
Excited to have this out. Direct integration that supports all assets - including our new ~7.2% Bond Account.
If you have a @public account you can now track it on Copilot! We're excited to announce that we've worked with Public on a direct integration that gives you close to real-time updates on your portfolio.
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🏷️ Starting today, you can leverage Tags to organize your transactions in a whole new way. Use Tags to organize your spending during a vacation, keep track of transactions that need a Venmo split, or to classify different sources of income.
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Andres Ugarte retweeted
Big day for us @copilotmoney! Very fortunate to be part of a team that is so focused on shipping quality product each and every day. We're now in search of a Staff Product Designer to join @chuga and I on the design team! DM me or apply here: jobs.lever.co/copilotmoney/c…
What a year 2024 has been. Today, we're excited to announce our $6M Series A led by Adjacent to accelerate our platform efforts (Web, Android, iPad) and make @CopilotMoney available to everyone: copilot.money/series-a
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Andres Ugarte retweeted
That’s us! Thank you, @AppStore 💙
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Andres Ugarte retweeted
The holidays are a busy time for indie business owners. While everyone else is enjoying time-off, they're putting in extra hours. Show some appreciation and keep their spirits up with a nice note or review. (And buy their wares!)
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Andres Ugarte retweeted
This has gotten 1/100th of the attention that I expected.
The IRS sent a ballistic missile to all tech companies called Section 174. Everybody is asleep at the wheel. Ask your investors and founders to explain what it is, vast majority don't have a clue.
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Andres Ugarte retweeted
We're looking for another batch of beta testers! If you're ready to import your Mint transaction data, send us a DM with your email and tell us if you already have a Copilot account or if you're going to be creating a new one. We're only looking to add 20 users today, but we'll add more soon.
It's true! The team is working around the clock to add a way to import your Mint data into Copilot (from both the iOS app and our Mac desktop app). You can get started today and backfill your historical transactions once this is ready, or sign up for the waitlist here → copilot.money/mint Help us spread the word with a RT 🙏
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📽️ We're trying something new. We present to you our very first video update! youtube.com/watch?v=WjuevAta…
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The good news just keeps coming. We're a finalist on this year's @AppStore Awards! apple.com/newsroom/2023/11/m… #AppStoreAwards
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Andres Ugarte retweeted
It's true! The team is working around the clock to add a way to import your Mint data into Copilot (from both the iOS app and our Mac desktop app). You can get started today and backfill your historical transactions once this is ready, or sign up for the waitlist here → copilot.money/mint Help us spread the word with a RT 🙏
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That's us! We're now one of Apple's "Top 10 Finance Apps", right next to giants like Robinhood, Credit Karma, Public, and others. apps.apple.com/us/story/id15…
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Interactive widgets are here! ☑️ Starting today, you can review your recent transactions directly from the widget. Need to make a change? Simply tap on the transaction to open Copilot. Learn more → copilot.money
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Review transactions without even opening the app. Available 9.18 on iOS 17
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🏠New Feature Copilot now automatically keeps track of Real Estate estimates, and surfaces Home Equity directly in the Investments tab. This is now available for everyone on iOS and Mac. Learn more at copilot.money/changelog
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👓
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📈 Comparing your investments' returns to a relevant market index helps you objectively assess how well your accounts are performing. Starting today, you can do this in Copilot (across all linked accounts)! If you don't have the app yet → copilot.money
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Andres Ugarte retweeted
Here's a quick recap of the new features we've launched over the last few weeks. More coming soon! 👉 Learn more and give our Mac and iOS apps a try at copilot.money 1 - Key Metrics You can now see yearly totals and monthly averages for all your spending categories.
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