copilot-money

name	copilot-money
description	Query and analyze personal finance data from the Copilot Money Mac app. Use when the user asks about their spending, transactions, account balances, budgets, or financial trends from Copilot Money.

Copilot Money

Query local data from the Copilot Money Mac app to analyze transactions, spending patterns, account balances, investments, and budgets. Data is stored in both SQLite (transactions, balances) and Firestore LevelDB cache (recurring names, budgets, investments).

Database Location

~/Library/Group Containers/group.com.copilot.production/database/CopilotDB.sqlite

Schema

Transactions Table

Primary table for all financial transactions.

Column	Type	Description
id	TEXT	Primary key
date	DATE	Transaction date
name	TEXT	Merchant/transaction name
original_name	TEXT	Raw name from bank
amount	DOUBLE	Transaction amount (positive = expense)
iso_currency_code	TEXT	Currency (e.g., "USD")
account_id	TEXT	Linked account reference
category_id	TEXT	Category reference
pending	BOOLEAN	Whether transaction is pending
recurring	BOOLEAN	Whether transaction is recurring
recurring_id	TEXT	Links to recurring definition (see Firestore)
user_note	TEXT	User-added notes
user_deleted	BOOLEAN	Soft-deleted by user

accountDailyBalance Table

Daily balance snapshots per account.

Column	Type	Description
date	TEXT	Snapshot date
account_id	TEXT	Account reference
current_balance	DOUBLE	Balance on that date
available_balance	DOUBLE	Available balance

Firestore Cache (LevelDB)

Additional data is stored in Firestore's local LevelDB cache, not in the SQLite database.

Location:

~/Library/Containers/com.copilot.production/Data/Library/Application Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb

Collections

Collection	Description
items	Linked bank accounts/institutions
investment_prices	Historical security prices
investment_performance	TWR (time-weighted return) per holding
investment_splits	Stock split history
securities	Stock/fund metadata
users/.../budgets	Budget definitions (amount, category_id)
users/.../recurrings	Recurring transaction definitions
amazon	Amazon order matching data

Recurring Definitions

Field	Description
name	Display name (e.g., "Water / Sewer", "Rent")
match_string	Transaction name to match (e.g., "CHECK PAID")
plaid_category_id	Category ID for the recurring
state	"active" or "inactive"

Data Not in SQLite

• Recurring names - human-readable names like "Rent", "Netflix"
• Budget amounts - monthly budget per category
• Investment data - holdings, prices, performance, splits
• Account/institution names - Chase, Fidelity, etc.
• Category names - Restaurants, Travel, Groceries, etc.

Extracting Data from LevelDB

List all recurring names:

for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do
  strings "$f" 2>/dev/null | grep -B10 "^state$" | grep -A1 "^name$" | grep -v "^name$" | grep -v "^--$"
done | sort -u | grep -v "^$"

List all collections:

for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do
  strings "$f" 2>/dev/null
done | grep -oE "documents/[a-z_]+/" | sort | uniq -c | sort -rn

Find category names:

for f in ~/Library/Containers/com.copilot.production/Data/Library/Application\ Support/firestore/__FIRAPP_DEFAULT/copilot-production-22904/main/*.ldb; do
  strings "$f" 2>/dev/null
done | grep -iE "^(groceries|restaurants|shopping|entertainment|travel|transportation|utilities)$" | sort -u

Common Queries

Recent Transactions

SELECT date, name, amount, category_id
FROM Transactions
WHERE user_deleted = 0
ORDER BY date DESC
LIMIT 20;

Monthly Spending Summary

SELECT strftime('%Y-%m', date) as month, SUM(amount) as total
FROM Transactions
WHERE amount > 0 AND user_deleted = 0
GROUP BY month
ORDER BY month DESC;

Spending by Category

SELECT category_id, SUM(amount) as total, COUNT(*) as count
FROM Transactions
WHERE amount > 0 AND user_deleted = 0 AND date >= date('now', '-30 days')
GROUP BY category_id
ORDER BY total DESC;

Search Transactions

SELECT date, name, amount
FROM Transactions
WHERE name LIKE '%SEARCH_TERM%' AND user_deleted = 0
ORDER BY date DESC;

List Recurring Transactions

SELECT DISTINCT name, recurring_id
FROM Transactions
WHERE recurring = 1 AND user_deleted = 0
ORDER BY name;

Usage

Use sqlite3 to query the database:

sqlite3 ~/Library/Group\ Containers/group.com.copilot.production/database/CopilotDB.sqlite "YOUR_QUERY"

For formatted output:

sqlite3 -header -column ~/Library/Group\ Containers/group.com.copilot.production/database/CopilotDB.sqlite "YOUR_QUERY"

Notes

• Category IDs are opaque strings - group by them for analysis (names are in Firestore cache)
• Amounts are positive for expenses, negative for income
• Filter user_deleted = 0 to exclude deleted transactions
• Both databases are actively used by the app; read-only access is safe
• SQLite has recurring_id linking to Firestore recurring definitions
• Use strings on LevelDB files to extract human-readable data from Firestore cache