Copilot's CSV carries date, name, amount, category and parent category, account, notes and recurring flags. Budgetfold reads it and, unlike Copilot, runs on any device with a browser.
Full importer for Copilot's CSV. Steps checked on help.copilot.money ("Exporting Your Transaction Data", 6 March 2026), 9 September 2026.
Free plan: this month's budget, 2 accounts, 100 transactions, 3 tracked subscriptions, one person, 10 AI assists a month. If your import is bigger than the free plan, you get a one-time offer at that moment: $10 off the first year of Plus ($29), good for 30 days.
| From Copilot Money | Into Budgetfold |
|---|---|
| Transactions | yes: date, name, amount, posted or pending, category and parent category, account |
| Accounts | yes, from the Account column |
| Categories | yes, with Copilot's parent category as the group |
| Budgets | no. Copilot's export has no budget amounts |
| Goals | no. None of these apps export goal settings; set them again in Budgetfold, it takes a few minutes |
| Recurrings | Copilot flags them on each row; Find recurring charges turns them into tracked subscriptions |
| Notes | yes |
Copilot is $95 a year or $13 a month (copilot.money, 9 September 2026) and is Apple-only plus web. Budgetfold Plus is $39 a year or $4.99 a month and runs in any browser; the free plan covers this month with 2 accounts and 100 transactions. Copilot syncs banks and investments; Budgetfold does not.
Your transactions land in the register with their accounts and categories. Open the current month, move Ready to assign into categories until it reads zero, and the envelopes start working from today. Press Find recurring charges on Bills & subscriptions and Budgetfold proposes your subscriptions from the history, with renewal dates and yearly cost. Everything you import can be exported again as a zip of CSVs at any time, on every plan.
Copilot Money is a trademark of its owner. Budgetfold is not affiliated with it. Export steps were checked on the date in the guide and may change; tell us at support+budgetfold@9gg.app if they have. General information, not financial advice.
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