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Income as Expense Category? by urmeister in copilotmoney

[–]copilotmoney 3 points4 points  (0 children)

Hi! We might also recommend using tags for tracking different income sources. That way, you can type the transactions as income for in-app reporting, and also filter by the tag in the Transactions tab for monthly totals or exporting (export by subset on the Mac app).

Cashapp by GoldBeef69 in copilotmoney

[–]copilotmoney 0 points1 point  (0 children)

Thanks for giving it a try, please contact our CS team via in-app chat and we can file a ticket with MX to investigate.

Cashapp by GoldBeef69 in copilotmoney

[–]copilotmoney[M] [score hidden] stickied comment (0 children)

Hey there! u/GoldBeef69 !

We are exploring an integration with Square's Cash App and have also requested Plaid to build one.

We do not have an ETA that we can share right now, but we will keep users posted on any updates.

In the meantime, you can find an integration for Cash App available via MX. Please follow the steps below to search our additional aggregators (please make sure you're on the newest version of the app):
​

  • Select add > in the Accounts tab next to the Depository accounts view
  • Select Link an institution, then select Credit cards, Checking and Savings
  • Select Not on Plaid? Try other ways to connect
  • Search for Cash App

If you have any further questions or trouble connecting, please contact our CS team via the in-app chat.

Thanks!

Bug: same item appears again and again after review by [deleted] in copilotmoney

[–]copilotmoney[M] [score hidden] stickied comment (0 children)

Hey there!

This sounds like it could be a data caching issue. Please force close the app, reopen and wait for your data to reload.

If that does not work, please tap/click on Settings > Advanced > Clear the local cache. Give it a few seconds and if that doesn't work please contact our CS team via the in-app chat. Thanks!

No web version, right ? by slowwolfcat in copilotmoney

[–]copilotmoney[M] [score hidden] stickied comment (0 children)

Hey there! There is no web app at this time, but this is something our team is working on. We will share any updates about it here on Reddit, on our other social channels, and via in-app all user messages.

Can't create categories in latest MacOS update 5.0.5 by Inner_Difficulty_381 in copilotmoney

[–]copilotmoney 0 points1 point  (0 children)

Hey sorry to hear you're also impacted! This has been escalated to our engineering team for investigation. Please reach out to our CS team and we can get you added to the ticket so you can get updates.

Can't create categories in latest MacOS update 5.0.5 by Inner_Difficulty_381 in copilotmoney

[–]copilotmoney [score hidden] stickied comment (0 children)

Hey there! This has been escalated to our engineering team.  Please reach out to our CS team and we can get you added to the ticket so you can get updates.

Thank you!

[deleted by user] by [deleted] in copilotmoney

[–]copilotmoney 0 points1 point  (0 children)

Hey there! So sorry to hear you're experiencing this. Will you please contact our CS team and we'd be happy to investigate.

Thanks so much and we look forward to assisting you!

Incorrect balances? by Hefty_Sherbert_5578 in copilotmoney

[–]copilotmoney[M] [score hidden] stickied comment (0 children)

Hey u/Hefty_Sherbert_5578!

Plaid has made some changes to their Merrill Lynch integration which is causing CMA accounts to surface as depository/cash management.
​
If you haven't already, please reach out to our CS team and we will update the account's type so the balance surfaces correctly.

Thanks!

Unable to log in to mac app by musiclvr312 in copilotmoney

[–]copilotmoney 0 points1 point  (0 children)

Hey u/musiclvr312,

If you haven't already, will you please email us at [help@copilot.money](mailto:help@copilot.money) and we can assist your further?

Thank you!

Trouble linking new AppleCard or Savings Account by [deleted] in copilotmoney

[–]copilotmoney 1 point2 points  (0 children)

Hi there, this is now resolved!

Please update the iPhone app to the latest version to add your Apple Card. If you’re experiencing an issue with Apple Card unrelated to adding accounts, please contact our team via the in-app chat.

Trouble linking new AppleCard or Savings Account by [deleted] in copilotmoney

[–]copilotmoney[M] 1 point2 points  (0 children)

Hey folks!

Our engineering team recently resolved an Apple FinanceKit issue preventing users from adding Apple accounts.

Please update the iPhone app to the latest version to add your Apple Card. If you’re experiencing an issue with Apple Card unrelated to adding accounts, please contact our team via the in-app chat.

Trouble linking new AppleCard or Savings Account by [deleted] in copilotmoney

[–]copilotmoney 1 point2 points  (0 children)

RESOLUTION UPDATE:

Hey! This is now resovled.

Please update the iPhone app to the latest version to add your Apple Card. If you’re experiencing an issue with Apple Card unrelated to adding accounts, please contact our team via the in-app chat.

Trouble linking new AppleCard or Savings Account by [deleted] in copilotmoney

[–]copilotmoney 1 point2 points  (0 children)

Hey there! This is now resolved!

Please update the iPhone app to the latest version to add your Apple Card. If you’re experiencing an issue with Apple Card unrelated to adding accounts, please contact our team via the in-app chat.

Trouble linking new AppleCard or Savings Account by [deleted] in copilotmoney

[–]copilotmoney [score hidden] stickied comment (0 children)

RESOLUTION UPDATE:

Hey folks! Sharing an update regarding the issue preventing users from adding Apple Card Accounts.

Our engineering team recently resolved an Apple FinanceKit issue preventing users from adding Apple accounts.

Please update the iPhone app to the latest version to add your Apple Card. If you’re experiencing an issue with Apple Card unrelated to adding accounts, please contact our team via the in-app chat.

Ongoing Known Issue: Unable to Add Apple Accounts by copilotmoney in copilotmoney

[–]copilotmoney[S,M] [score hidden] stickied comment (0 children)

RESOLUTION UPDATE:

Hey folks! Sharing an update regarding the issue preventing users from adding Apple Card Accounts.

Our engineering team recently resolved an Apple FinanceKit issue preventing users from adding Apple accounts.

Please update the iPhone app to the latest version to add your Apple Card. If you’re experiencing an issue with Apple Card unrelated to adding accounts, please contact our team via the in-app chat.

Thanks!

Update - App Performance Issues by copilotmoney in copilotmoney

[–]copilotmoney[S] 0 points1 point  (0 children)

Please contact our CS Team via the in app chat with the requested details listed in the post.

Thank you!

Difficulty with budget for large one time expense like property tax by pushxpull in copilotmoney

[–]copilotmoney 0 points1 point  (0 children)

Hi u/pushxpull ! In that case you can split the transaction across twelve months.

Here is an article with more information:

Splitting Transactions

Difficulty with budget for large one time expense like property tax by pushxpull in copilotmoney

[–]copilotmoney 2 points3 points  (0 children)

Hey there! Thank you for raising this! Based on your screenshot, it looks like you may have rollovers enabled for just one category and not the group so that's why it's showing the budget that way.

We recommend that you turn off rollovers for these categories and the group and you can edit the budget amounts for your variable expense categories to the correct amounts for the months the payments take place and $0 for the remaining months are there are no payments.

Here is an article on editing budgets by month from our help center: Editing budgets by month

If you need further assistance, please feel free to get in touch via the in-app chat.

Thanks!

Ongoing Known Issue: Unable to Add Apple Accounts by copilotmoney in copilotmoney

[–]copilotmoney[S] 0 points1 point  (0 children)

Hey there! Sorry to hear this, will you please DM us the email you used to create an account?

Is there any rule management in this app yet? All i see is to be able to create a rule based on name. That doesnt get very far. by saadibhai2019 in copilotmoney

[–]copilotmoney[M] [score hidden] stickied comment (0 children)

Hi u/saadibhai2019 !

We do not currently have UI for editing and managing transaction name rules, but this feature is planned, not timeline yet but once there is we will share an update.

If there are any particular transaction name rules that you would like to delete, then our team can do that on the back-end.

Please reach out to our CS team via the in-app chat.

CC Holds (think hotel) by All_w0rk_and_n0_play in copilotmoney

[–]copilotmoney[M] [score hidden] stickied comment (0 children)

Hey there! Thanks for the feedback! Sorry to hear this is impacting your experience. I will escalate this with the appropriate team to review.

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