Import Transactions
complete
Kyle Bellmay
Would be great to see support for importing transactions via csv or something like that. Some cards/accounts (mainly Apple Card) don’t support plaid, but might offer standardized exports or something similar.
Andres
complete
Note: This is for the Apple Card. For other institutions please create individual feature requests. Thanks!
If you update the app through the App Store (to version 1.5.0) you can now import your Apple Card statements into Copilot. Simply tap to share the CSV file and you'll see Copilot as an option.
Please note that the first time you use our share extension you might get asked to log in through the app first, simply ignore that and share the file again with Copilot.
Give it a try and let us know what you think by contacting us through the app!