Copilot Money Release Notes

Transaction Summary & Improvements

Enhancement

The latest release adds running totals to Transactions on iOS and ships a round of polish across apps.

New

iOS

Search or filter in the Transactions tab to see a running total of your results. This includes total spent, total income, and net between the two. Multi-select totals are coming up next.

macOS

The Categories tab now uses the same colors across progress bars and charts so it's easier to match a category to its spending at a glance.

Improvements

• Selling a full position in Investments now closes it out completely.
• Rollovers are faster across platforms and update smoothly when a category is removed or an account's Dashboard status changes.
• In Recurrings, the "Set to any day of the month" button no longer overlaps the transaction list.
• Custom emojis and edits now appear instantly in Recurrings.

Beta Updates & Improvements

Enhancement

Over the past month, we’ve been focused on performance improvements across all platforms. The team has also been hard at work continuing to develop the Money Assistant.

Improvements

iOS

Rollovers compute much fasterx and amounts stay accurate instead of going stale after changes. Recurring transactions also update quicker, so your edits take effect right away.

Web

Speed improvements have landed on the web platform so pages load and respond faster. Numbers are now consistent across platforms, so what you see on web matches iOS, iPadOS, and macOS.

Money Assistant (in beta)

The Money Assistant can create, update, and delete categories, budgets, transactions, recurring transactions, and rules. It surfaces proactive suggestions on its own, like category recommendations and budget tweaks, and you can dismiss, approve, or dig into any suggestion further. In addition, charts now appear right in conversation to help bring those suggestions and insights to life.

The launcher also includes context, giving the assistant a better sense of what you're looking at when you start a conversation. Plus, you can fine-tune the assistant’s features from Settings.

MCP (in beta) …

Web: Split Transactions

Feature

We rebuilt split transactions from the ground up for the Web app.

Split a transaction equally to divide the amount automatically, or customize the split by dollar amount or percentage. Shortcuts make it easy to split into multiple transactions, or quickly spread a transaction across 3, 6, or 12 months. The new split icon makes it easy to see which transactions have been divided, and the original un-split amount is always on record so you have the full picture.

*A new split experience, now on Web. The classic split transaction experience is available on iOS, macOS, and iPadOS. *Learn more.

Your Money Assistant

Beta

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.

Web: crypto & workflow improvements

Enhancement

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.

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