Copper on the web

Copper’s web app opens the same budget as your phone, on a bigger screen. Sign in with the same email and password. Changes show up on both almost instantly: fund a bucket on your laptop and your phone has it a moment later.

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What’s there

The top bar has the same main sections as the app, the budget switcher to move between budgets, and Ask Penny to ask about your money. See Ask Penny. Settings are split into sections: You can link a bank from the web too. Plaid opens in a pop-up window, so allow pop-ups if your browser asks. See Connect a bank.

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Keyboard shortcuts

Press ? anywhere to see this list in the app. On Windows and Linux, use Ctrl in place of ⌘.

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Anywhere

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Go to

Press g, then a letter.

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Transactions

Single-key shortcuts are paused while you’re typing in a field or have a dialog open, so they never get in the way.

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The command menu

Press ⌘K to open a search box for everything. Type to find:

• Pages and settings sections
• Buckets and transactions
• Actions like New bucket, New bill, Fund buckets, Connect a bank, Export transactions (CSV) and Join a budget with a code
• Your other budgets, to switch to one
• Ask Penny, or anything you type sent to Penny as a question
• Color themes, and switching between dark and light

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What stays on your phone

A few things need the iPhone or Android app:

• Plans. Subscriptions are bought and managed through the App Store or Google Play. See Plans & billing.
• PIN and Face ID or fingerprint lock. See Security & privacy.
• Notifications and widgets. See Notifications & widgets.
• Setting up Apple Pay logging, on iPhone only. The web can list and remove devices. See Apple Pay logging.