Multiple Profiles in one Copilot Account
S
Sarah
Allow multiple Copilot “profiles” that the user can switch to within the app, so they could have separate budgets and planning for their shared accounts, and separate ones for their personal accounts.
This would also be handy for other use-cases — for people who run a business for example. They likely have separate business accounts that they want to track, but don’t want the budgets and recurring expenses to show up alongside their personal expenses.
O
Olivia
Merged in a post:
Support having a way to track business accounts separately
Andres
O
Olivia
Merged in a post:
Expanded Business Features
M
Morgan
Support for tracking invoices, payments, and payroll to better suit business users.
O
Olivia
Merged in a post:
Ability to switch between accounts
C
Cara Merino
Would love the ability to switch between my personal account and my business account.
I keep the business finances separately and it would be great to be able to switch between these accounts fast.
O
Olivia
Merged in a post:
A way to track Small business expense and income in the app
A
Aadam
Would love it if I could track Small business expense and income in the app or even a separate app with the same UI. Quickbooks but this UI
O
Olivia
Merged in a post:
Multiple Completely Separate Budgets
T
Tanner
This would be my perfect budgeting dream if I could manage my personal and business budgets on the same app. I imagine this feature as maybe having a button at the top of the screen that could say “switch budgets”. This would quickly change you over to an identical looking dashboard and other pages, however with different accounts linked and no interference with the other budget. As if I was to have 2 separate log ins to copilot but without needing to pay for a second subscription.
I have been searching for years for an app that can do that, and I just haven’t found it yet
O
Olivia
Merged in a post:
Add option for additional account
S
Scott
within the same app login.... for people who may have to manage an elderly parent's accounts/finances. Default account is end user's and then "switch to" button.
S
Sarah
Merged in a post:
Couple’s budgeting
J
Javier
My partner and I have many shared expenses but we each also have our own accounts and budgets. Would love to be able to set different aggregated budgets, instead of just one, so I can have “My Budget” to track personal expenses, and “Our Budget” to track joint ones.
Bonus points for even more couples’ budgeting like Honey Due does.