Savi vs Copilot Money: Compare Mobile Transaction Workflows

Add transaction history from a CSV

Copilot’s help guides cover historical transactions received through linked financial institutions and exporting transaction data as CSV. Savi also offers an in-app CSV import: it reads common date, amount, and name columns, and lets you adjust column matches without renaming them in a spreadsheet.

Savi’s world-first direct mobile CSV import recognizes common transaction columns and lets you correct a match in the app. Import from your phone without spreadsheet prep or renaming CSV headers.

Start a transaction from the Lock Screen

Add Savi’s iOS widget to your Lock Screen, then open Add Transaction in two taps without searching through the app’s menus.

Copilot supports manual transaction creation from the plus button in its Transactions view. Savi adds an iOS Lock Screen widget that jumps straight to the new transaction form, useful when you want to record a purchase without first navigating to that screen.

Copilot Money product documentation

These links describe the competitor workflows referenced on this page:

• Copilot’s historical transaction guide
• Copilot’s transaction CSV export guide
• Copilot’s manual transaction guide