Aggregate Finance

Switching from Copilot Money

Export from Copilot Money

  1. In Copilot Money, open Settings and scroll down to Account.
  2. Tap Export your transactions. Copilot Money makes a CSV of all of them.
  3. Save the file or send it to the device you’re using now.

What Aggregate Finance imports

The columns Aggregate Finance reads from your Copilot Money file, and the column on your spreadsheet’s Transactions tab that each Copilot Money column fills. Imported rows say Imported in the Source column.

Dategoes toDate
Namegoes toMerchant
Amountgoes toAmount
Money out shows as positive, as in your spreadsheet
Categorygoes toCategory
Matched to your categories. You choose any we can’t match
Notegoes toNotes
Account and Account Maskgoes toAccount
You choose which of your accounts each one is
Typegoes toCategory
Internal transfers are marked as transfers, not spending
transactions.csvYour file
date,name,amount,status,category,parent category,excluded,tags,type,account,account mask,note,recurring
2026-03-02,Corner Market,62.10,posted,Groceries,Food,false,,regular,Everyday Checking,0021,,
2026-03-13,Example Employer,-2850.00,posted,Paycheck,Income,true,,income,Everyday Checking,0021,March pay,
Transactions tabAfter import
DateMerchantCategoryAccountAmountSource
Mar 2, 2026Corner MarketFood & drinkEveryday Checking$62.10Imported
Mar 13, 2026Example EmployerIncomeEveryday Checking-$2,850.00Imported

Then import it into Aggregate Finance

  1. Connect your banks

    Sign up and connect your banks through Plaid. We get the last 12 months of transactions from each one, and your Copilot Money export covers the years before that.

  2. Upload your Copilot Money file

    Choose Start an import on your dashboard, pick Copilot Money, and upload the file. We recognize Copilot Money’s columns, so there’s nothing to set up.

  3. Check what’s new

    Transactions your banks already sent are matched, so each one shows up once. If we’re not sure, you decide. You can remove an import later.

Get started

Copilot Money is a trademark of its owner. Aggregate Finance isn’t affiliated with, endorsed by or sponsored by Copilot Money.