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.

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!

After many months of hard work from the team, we’re excited to announce Savings Goals. This is a brand new tab designed to help you plan, track, and stay motivated as you work toward what matters most.

Not sure where to begin? Copilot Intelligence will suggest goals based on your current cash flow, spending categories, and yearly recurring payments. It will also give you an estimate of how long it might take to reach your goal or how much you’d need to save to get there.

Genmoji is here! If your iPhone supports Genmoji, you can now customize your spending categories and recurrings with brand new emojis that perfectly match your style. These will sync across all of your devices.