Managing money well is a constant job, and life doesn't stop to let you do it. Meet: your personal money assistant — a proactive sidekick that keeps an eye on your finances, connects the dots, and surfaces what matters — before you have to go looking for it. It goes beyond chat, something closer to having a financially sharp friend who never stops paying attention.

We've been thoughtful about how this fits into the app you know and love, designed to feel like it’s a natural extension of the Copilot Money experience. It’s working for you, from speaking in the tone you prefer to checking for approval before any edits. Nothing happens without your say-so. Learn more.

If you want to be among the first to try it and help shape where it goes, sign up for the beta waitlist.

This month, the Web team has been expanding platform support, improving load times, and polishing everyday interactions. Here are the highlights!

Accounts

• Crypto Exchange Support: You can now link supported crypto exchanges directly from the web app, bringing your full financial picture into one place. Learn more about our crypto support here.

• Faster Account Loading: The Accounts tab now loads significantly faster, even when you have a large number of accounts connected.

• Zillow Account Names: We updated how Zillow account names appear on Web, so they're now consistent across all your devices.

Transactions & Editing

• Bulk Edit Stability: Fixed an issue where some bulk-selected transactions would become deselected after making an edit — your selections now stay intact throughout the process.

Navigation & Layout

• Side Panel Refresh: The side panel is now wider and opens without pre-selecting content on a tab, so you always start with a clean slate.

You can now add an extra layer of security to your account and device access by enabling two-factor authentication. Once enabled, 2FA applies to your logins and sensitive account management actions, including account deletion and global session revocation.

• Configuration: You can set up 2FA directly from your Settings menu.

• Supported Methods: Copilot Money currently supports 2FA via authenticator app. Learn more about authenticator apps here.

• Global Sign-out: A new option in your Settings section allows you to log out of active sessions on all your devices with one click.

2FA is available on iOS, Web, and Mac.

Over the past month, the Web team has been refining workflows, increasing application speed, and improving reliability for the new desktop experience. Here’s a few noticeable highlights!

Accounts

• Manual Account Sync: Managing manual accounts is now smoother. When you update a manual account balance or add transactions, your total assets and net worth will refresh right away — no need to reload the page.

• Connection Management: You can now access “Manage Connection” directly from the account detail dropdown, making it easier to fix any issues with linked institutions.

Transactions & Bulk Editing

• Tag Consistency: The bulk-edit tags interface now stays in sync with your changes when editing multiple transactions at once.

• Bulk Action Visibility: We’ve fixed an issue where category, type, and tag options would disappear when using “Select All.”

• Stable Sorting: Changing a category on a “To Review” transaction no longer causes your list to reorder unexpectedly.

Account Management

• Authentication States: Error messages during login and sign-up are now clearer, so you’ll have a better sense of what went wrong.

• Login Emails: We’ve updated our account emails to be cleaner and easier to read.

• Google Pay: Google Pay is now supported at checkout during onboarding, alongside Apple Pay.

Copilot for Web is here! We’re thrilled to have a Web app, alongside the iOS, iPadOS, MacOS apps you know and love.

We're excited to release our first design refresh since launch, embracing the new style of iOS26. Light and dark mode look better than ever!