Feature Requests

Category groups don’t export with CSV. This makes it impossible to duplicate the Copilot category view in a spreadsheet.

Give me highlights on what I spent the most on this year, how my sending compares to those in a similar income bracket, ect

Sometimes you need to edit a balance on a rollover account and there is no way to do this. I can’t run my budget without that feature

Seems like this is out of scope, but would be great to be able to see my portfolio performance in copilot. Personal Finance currently does this for me but it’s imperfect (doesn’t update often enough, doesn’t accurately capture cost basis). This would be huge if you guys could do it. A copy of PF Portfolio functionality would already be a massive improvement. At the minimum it would be good to track net change daily for all investment accounts.

It seems that when an internal transfer transaction is made after a credit card payment, it lowers the debt on the credit card but there’s not an easy way to have it also lower the balance of a manual bank account it was paid from. Seems like there should be a way to have it do both, otherwise the bank account shows more cash than actual.

Allow me to add my Coinbase Pro account to CoPilot

See YTD totals for Spending and Income throughout total spending, income, and individual category views. Additional timeframes to include: Quarterly, semi annual, and Year to Year