Copilot Money Function Guide — Personal Finance Tutorial

Copilot Money Function Guide — Personal Finance Tutorial

URL slug: copilot-money-function-guide

Copilot Money Function Guide — Personal Finance Tutorial

Learn how to use Copilot Money with 18 step-by-step function guides, explained in plain

language.

Copilot Money is a personal finance app for iPhone and Mac — it pulls accounts,

transactions, and budgets into one dashboard. This collection includes 18 individual

function guides covering Copilot Money features such as connecting accounts, the

dashboard and net worth views, reviewing transactions, categories and budgets, and

name rules and bank category rules. Each guide explains what a function does, where to

find it, how to use it, and provides a practical example. You'll also receive the complete

75-page Copilot Money reference book in PDF and EPUB formats.

Inside the collection: Connecting Accounts, Dashboard and Net This Month, Accounts

and Net Worth, Transactions Review and the Transactions Tab, Transaction Types,

Categories and Budgets — and the rest of the complete list, one guide per function.

18 guides in total.

Who it's for: People who want their accounts, spending, and budgets in one place.

Not for: Anyone looking for ready-made prompts — these are function guides, not prompt

packs.

What you get: all 18 individual guides, plus the complete Copilot Money book — 75

pages — as a PDF and an EPUB.

How it's delivered: Delivered as a Google Drive folder link after purchase. One-time

purchase.

Updates: Updates are included while the collection is maintained — if a guide changes,

the folder copy is updated.

Disclaimers: These are reference guides that teach the app, they are not prompt packs,

and they don't include a subscription to the app itself.