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Most of them were freakishly spot-on, but some of them required additional tweaking on my part. The first thing that I had to do (after syncing my accounts) was begin correcting or approving Copilot’s estimates. Months of unrefined data poured in, and I had a brief moment of panic: As someone who checks, categorizes, and combs through her Mint data multiple times a day, seeing the last year of my life begin to populate willy-nilly in the app freaked me out and I almost aborted the mission. I had heard Copilot was really “smart” that it was a budgeting app that understood real life.īut I have to admit, when I first started syncing all of my accounts (which, by the way, were all available in the app with the exception of my obscure HSA fund), I was a little overwhelmed. Now, several years later, I’m especially glad I didn’t let my cheapness get the best of me, as news broke recently that Intuit is shuttering Mint at the end of 2023. I didn’t want Copilot to be the one that got away. Then, a few months passed, and curiosity finally got the best of me. I played around with the dummy data and immediately felt envious. Never mind.”īut I noticed the demo mode, and it was enough to pique my interest. I downloaded it so quickly, my App Store almost crashed. The UI is fantastic-one of the founders was a software engineer at Google.” My friend Richard is a quintessential Silicon Valley tech buff (a 2x start-up founder, no less), and when I told him about Money with Katie, the first thing he said was: “Cool! Have you ever heard about Copilot? All my friends love it.
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While I was always a Mint purist ( “And if it doesn’t work for you, you’re just not trying hard enough!” I’d say when people would tell me it just wasn’t working), the more my recommendation was met with hesitancy, the more I felt compelled to find a solution for budgeting that would do for spending what Betterment did for investing. I should disclose upfront that I used to work professionally in user experience strategy, design, and writing-so when an app has a really stellar UI, I get jazzed.