APPLE

How Copilot makes budgeting even easier with new Apple Card, Cash and Savings integration

We've written a lot about Copilot, the best budgeting app for iPhone and Mac. However, this week the app just got even better. iOS 17.4 introduces direct integration with Apple Card, Apple Cash and Apple Card. Read on to find out how it works.

Also, 9to5Mac readers can use code 9TO5MAC to unlock an extended two-month free trial.

Apple Card, Cash and Savings in Copilot

iOS 17.4, which is now available to everyone, adds a new FinanceKit feature that makes it incredibly easy to link your account to Copilot. Here's how it works:

  1. On iPhone, open Copilot and go to Accounts; tab.
  2. Select “Add”” “Link Institution” button and click “Credit Cards, Checking and Savings.” option.
  3. Click on the Apple logo and go through the process of linking your accounts.

Copilot gives you the ability to link all three Apple financial accounts: Apple Card, Apple Cash, and Apple Card Savings Account. You can also share activity within a limited data range or share all data since opening your account.

Once you've linked your accounts, you'll be able to see real-time data from your Apple financial accounts right in Copilot. You can see your Apple Card transactions in real time, monitor your balance, track your savings progress, and more.

In January, I detailed how I use Copilot on my iPhone and Mac to live a healthier financial life. This week's addition of support for Apple Card, Cash, and Savings really takes things to the next level. I use the Apple Card for all Apple purchases, including new hardware and subscriptions. Having this information available in real time through Copilot is another way to make budgeting as painless as possible.

It also speaks volumes about Copilot's dedication and focus that the Apple Card integration was ready to launch the same day Apple released iOS 17.4.

Finally, if you already had an Apple financial account set up manually in your Copilot app, the app will give you the option to easily merge those accounts to save your preferences and history.

Privacy

As always, privacy is also at the forefront of this integration. Face ID is required during the process of linking your Apple accounts to Copilot. Copilot does not (and never will) sell or share your personal information. None of your data ever leaves Copilot, and the app's infrastructure is built on the same platform used by leading financial services companies around the world.

The Company has published a more detailed description of its privacy practices on its website.

Still looking for a Mint alternative?

Mint, one of the oldest budgeting platforms, is officially shutting down later this month. The good news, however, is that Copilot recently launched a brand new Mint Importer feature that allows new and existing users to import their historical Mint transactions into Copilot.

Available in Copilot on Mac and iPhone, you can pull up your transaction data from Mint, as well as expense categories and transaction notes.

If you're still looking for a Mint replacement, Copilot is the way to go, especially now that it has Apple Card, Cash, and Savings integration. The app is feature-rich, native to Apple platforms, much more privacy-friendly, and actively developed with a detailed roadmap for future new features.

Special offer for 9to5Mac readers

9to5Mac readers can use code&nbsp ;9TO5MAC and unlock an extended two-month free trial of Copilot. The app is available on iPhone and Mac, and a universal subscription gives you access to both platforms.

Learn more about Copilot:

  • Copilot is the best and the smartest Budgeting App for iPhone Users: Here's Why
  • How I Use Copilot for iPhone and Mac to Live a Healthier Financial Life.

By Chance Miller

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