SheetLink

Copilot Pricing 2026

Copilot Money costs $13/month or $99/year ($8.33/month). There's a 30-day free trial. Copilot is available on iOS and Mac only — there is no Android or web app.

PlanPriceDetails
Free Trial$0 for 30 daysFull access, no credit card required
Monthly$13/monthCancel anytime
Annual$99/year ($8.33/mo)Best value — 2 months free
  • Automated Bank Sync — Connects to banks and credit cards via Plaid
  • Beautiful UI — Widely praised design, smooth iOS experience
  • Smart Categorization — AI-powered transaction tagging with manual override
  • Budgets & Goals — Monthly budgets, savings goals, spending trends
  • Net Worth Tracking — Investment accounts, property, debt
  • Bill Tracking — Recurring subscription detection and alerts
  • Shared Accounts — Partner/household access available

Copilot does not have an Android app or a full web interface. If you use Android or primarily work on Windows, Copilot isn't an option.

FeatureCopilotSheetLink
Monthly Price$13/mo
Annual Price$99/year
Free Tier30-day trial only
PlatformiOS + Mac only
Bank SyncAutomatic (daily)Manual click (privacy-first)
CustomizationApp categories + rules
Data ExportCSV export

Copilot is worth it if you:

  • Use iPhone and Mac as your primary devices
  • Value beautiful, polished UI above all else
  • Want automatic daily syncing with smart categorization
  • Need net worth and investment tracking in one app

SheetLink is a better choice if you:

  • Want to save 60% ($4.99/mo vs $13/mo, or $39.99/year vs $99/year)
  • Use Android, Windows, or work primarily in a browser
  • Already have your own spreadsheet system in Google Sheets or Excel
  • Need a free tier with no credit card required (last 7 days, unlimited accounts)
  • Value privacy-first manual sync over automatic background access
  • SheetLink — Free / $4.99/mo, Google Sheets + Excel, cross-platform
  • YNAB — $14.99/mo, zero-based budgeting, iOS + Android + web
  • Monarch Money — $8.33/mo ($99/yr), family-friendly, all platforms
  • PocketGuard — Free / $6.25/mo ($74.99/yr), iOS + Android
  • Tiller Money — $6.58/mo ($79/yr), Google Sheets + Excel