Tally and Copilot

What Copilot describes

From the pages we read in November 2026; check their current pages for anything that has changed.

Its Recurring feature is described as a way to "automatically capture your expected spend, such as Rent, Bills, and Subscriptions", with schedules that can be weekly, bi-weekly, monthly or non-monthly. source
Once a recurring is saved, "your next expected payment will be noted". source
It describes budgets and rollovers ("Your rollover is last month's leftover budget, carried forward.") and net worth ("Checking, savings, credit cards and investments, added up in one place."). source

you want a polished view of your recurring spend, budgets and net worth in one app. source

You want one answer: will you have enough when the bills come due?
You would rather see your bills and paydays on a forecast than build a budget first.
You want to see the lowest your balance will get before your next payday.

Bills and transactions import from a spreadsheet (CSV), and they export the same way, so there is no lock-in either direction.

Last checked November 2026

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