[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"examples-content:\u002Fexamples\u002Fapps\u002Fcopilot-money\u002Fflows":3,"content-store-meta":-1,"i-custom:bookmark":251},{"canonical_path":4,"template":5,"family":6,"indexable":7,"seo":8,"breadcrumbs":12,"content":24,"app":28,"examples":39,"showcases":234,"links":235,"dates":248},"\u002Fexamples\u002Fapps\u002Fcopilot-money\u002Fflows","detail","flows",true,{"title":9,"description":10,"og_image":11},"Copilot user flows examples - Nicelydone","Explore Copilot user flow examples. Preview the opening screens and steps for each task. 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devices","https:\u002F\u002Fassets.nicelydone.club\u002Flogos\u002F598cc9dd-791e-42fb-9fac-8f3f362f10ac.png","https:\u002F\u002Fwww.copilot.money",[35],{"id":36,"title":37,"slug":38},36,"Finance","finance",[40,68,92,114,140,165,184,209],{"uuid":41,"title":42,"description":43,"canonical_path":4,"kind":44,"patterns_count":45,"categories":46,"screens":51,"app":67},"c56ad843-dc42-4b0d-b63c-835840875d07","Completing onboarding","User completes 2FA setup, links financial accounts, reviews transaction types, activates trial, reviews finances, and answers attribution survey","flow",31,[47],{"id":48,"title":49,"slug":50},45,"Onboarding","onboarding",[52,59,63],{"uuid":53,"title":54,"description":55,"image":11,"image_alt":56,"width":57,"height":58},"5d8b01af-efba-45f1-bc7a-ded2fe5e0f42","Copilot Money | Onboarding","Onboarding step where the user is prompted to set up two-factor authentication with an authenticator app before proceeding.","Copilot Money | Onboarding from Copilot",3024,1758,{"uuid":60,"title":54,"description":61,"image":62,"image_alt":56,"width":57,"height":58},"be049593-f7bd-4195-88d0-53c88d253e17","Onboarding step where the user sets up two-factor authentication using an authenticator app and a QR code.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fbe049593-f7bd-4195-88d0-53c88d253e17.png",{"uuid":64,"title":54,"description":65,"image":66,"image_alt":56,"width":57,"height":58},"584969cc-ae5e-4a5b-9400-339723615cc0","Account security","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F584969cc-ae5e-4a5b-9400-339723615cc0.png",{"slug":30,"title":29,"logo":32},{"uuid":69,"title":70,"description":71,"canonical_path":4,"kind":44,"patterns_count":72,"categories":73,"screens":78,"app":91},"73e415a6-44e0-48e7-9b88-a9d028e74405","Connecting financial accounts","Onboarding sequence linking banks, investments, crypto, loans via Plaid or manual entry to populate net worth dashboard",11,[74],{"id":75,"title":76,"slug":77},62,"Connecting to integration","connect-to-integration",[79,83,87],{"uuid":80,"title":54,"description":81,"image":82,"image_alt":56,"width":57,"height":58},"49d43215-76ba-488e-acbe-6d910e6f95c6","Onboarding step where the user links their bank, investment, crypto, or loan accounts to populate their net worth.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F49d43215-76ba-488e-acbe-6d910e6f95c6.png",{"uuid":84,"title":54,"description":85,"image":86,"image_alt":56,"width":57,"height":58},"bd278df2-fbe7-4387-8dcd-5185254488a5","Onboarding step where the user links their financial accounts by selecting from popular banks or browsing by account type like Banks, Crypto, or Loans.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fbd278df2-fbe7-4387-8dcd-5185254488a5.png",{"uuid":88,"title":54,"description":89,"image":90,"image_alt":56,"width":57,"height":58},"c86e8645-ca83-4c0e-9ae7-08fddfcc8593","Onboarding modal","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fc86e8645-ca83-4c0e-9ae7-08fddfcc8593.png",{"slug":30,"title":29,"logo":32},{"uuid":93,"title":94,"description":95,"canonical_path":4,"kind":44,"patterns_count":96,"categories":97,"screens":101,"app":113},"31385ba3-2739-403a-8983-346cded8e46a","Starting trial","User activates free trial by selecting subscription plan, entering payment details, connecting bank account, and completing Stripe Link checkout during onboarding",6,[98],{"id":99,"title":94,"slug":100},34,"start-trial",[102,106,109],{"uuid":103,"title":54,"description":104,"image":105,"image_alt":56,"width":57,"height":58},"a59252dc-56a5-4edd-bfdc-58e43897b931","SaaS onboarding","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fa59252dc-56a5-4edd-bfdc-58e43897b931.png",{"uuid":107,"title":54,"description":104,"image":108,"image_alt":56,"width":57,"height":58},"1bfb0955-8583-4359-a457-58762afc3f56","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F1bfb0955-8583-4359-a457-58762afc3f56.png",{"uuid":110,"title":54,"description":111,"image":112,"image_alt":56,"width":57,"height":58},"b0537103-d6f2-4381-8865-5251d59d3f72","Paywall modal within an onboarding flow where the user searches and selects their bank to add as a payment method for a free trial.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fb0537103-d6f2-4381-8865-5251d59d3f72.png",{"slug":30,"title":29,"logo":32},{"uuid":115,"title":116,"description":117,"canonical_path":4,"kind":44,"patterns_count":118,"categories":119,"screens":124,"app":139},"d3193444-d683-4ef4-a0b3-d1f870d13dc8","Editing transaction details","User navigates transaction detail views to categorize expenses, add notes, update review status, and apply filters to related transaction lists in a master-detail interface",9,[120],{"id":121,"title":122,"slug":123},60,"Editing","edit",[125,131,135],{"uuid":126,"title":127,"description":128,"image":129,"image_alt":130,"width":57,"height":58},"2a2e1cdb-3836-4879-bbc7-37a9f5796ad8","Copilot Money | Transactions","Detail page where the user views a specific Netflix transaction from their checking account, including its category, recurring status, and notes.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F2a2e1cdb-3836-4879-bbc7-37a9f5796ad8.png","Copilot Money | Transactions from Copilot",{"uuid":132,"title":127,"description":133,"image":134,"image_alt":130,"width":57,"height":58},"f7ffaf55-843b-474d-b3f1-445901ff5c00","Detail page where the user views a specific transaction's details, categorizes it, and adds notes, alongside a filtered list of recent transactions.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Ff7ffaf55-843b-474d-b3f1-445901ff5c00.png",{"uuid":136,"title":127,"description":137,"image":138,"image_alt":130,"width":57,"height":58},"f718c1d3-1c72-4f55-9a6f-698fec56379f","Detail page where the user views a specific transaction from their checking account alongside a filtered list of recent transactions.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Ff718c1d3-1c72-4f55-9a6f-698fec56379f.png",{"slug":30,"title":29,"logo":32},{"uuid":141,"title":142,"description":143,"canonical_path":4,"kind":44,"patterns_count":72,"categories":144,"screens":149,"app":164},"9a37d426-913b-467d-9bd3-a0b855725d05","Creating manual investment account","User opens a modal from the accounts list to create a manual investment account, customize color and balance, add holdings such as AAPL or VTI, enter share quantities, and review or edit the portfolio details.",[145],{"id":146,"title":147,"slug":148},28,"Creating","create",[150,156,160],{"uuid":151,"title":152,"description":153,"image":154,"image_alt":155,"width":57,"height":58},"f53dda19-2b41-4025-a0e8-3f8f63eb7f68","Copilot Money | Accounts","List view where the user manages financial accounts, currently showing a modal to add holdings to a new manual investment account.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Ff53dda19-2b41-4025-a0e8-3f8f63eb7f68.png","Copilot Money | Accounts from Copilot",{"uuid":157,"title":152,"description":158,"image":159,"image_alt":155,"width":57,"height":58},"b7fffb01-9896-4d72-9cdb-862dedf80b02","List view of financial accounts with an active modal where the user enters the number of shares they hold for a manual Apple investment.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fb7fffb01-9896-4d72-9cdb-862dedf80b02.png",{"uuid":161,"title":152,"description":162,"image":163,"image_alt":155,"width":57,"height":58},"c64efad8-0849-4cf0-8827-5f809d464a29","List view of financial accounts overlaid with a modal where the user manually enters the number of shares they hold for a specific stock.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fc64efad8-0849-4cf0-8827-5f809d464a29.png",{"slug":30,"title":29,"logo":32},{"uuid":166,"title":142,"description":167,"canonical_path":4,"kind":44,"patterns_count":96,"categories":168,"screens":170,"app":183},"80d54900-f8c8-400d-b5a3-31d053d6f692","User adds a manual investment account from the dashboard, enters BTC holdings via successive modals, reviews allocations, and configures the account card before creation",[169],{"id":146,"title":147,"slug":148},[171,175,179],{"uuid":172,"title":152,"description":173,"image":174,"image_alt":155,"width":57,"height":58},"daa78ea2-57da-4c27-9255-269d9d48d3c1","Dashboard where the user is adding a manual investment account and is prompted to add their holdings to establish a starting balance.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fdaa78ea2-57da-4c27-9255-269d9d48d3c1.png",{"uuid":176,"title":152,"description":177,"image":178,"image_alt":155,"width":57,"height":58},"fefb5607-2145-4ae1-a871-724b3cadb59a","List view of financial accounts where the user is prompted to enter the number of BTC shares for a manual investment account via a modal overlay.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Ffefb5607-2145-4ae1-a871-724b3cadb59a.png",{"uuid":180,"title":152,"description":181,"image":182,"image_alt":155,"width":57,"height":58},"838b29a9-93e0-4ba0-b6e7-23fa7256fa61","List view of financial accounts where a modal prompts the user to manually enter the number of BTC shares they hold.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F838b29a9-93e0-4ba0-b6e7-23fa7256fa61.png",{"slug":30,"title":29,"logo":32},{"uuid":185,"title":186,"description":187,"canonical_path":4,"kind":44,"patterns_count":96,"categories":188,"screens":193,"app":208},"172560a1-706e-4e33-abb2-24a699979059","Configuring general settings","User opens General Settings Modal from sidebar and configures theme, budgeting toggles with rollover, and transaction tags across multiple modal states before returning to dashboard view.",[189],{"id":190,"title":191,"slug":192},71,"Settings","settings",[194,200,204],{"uuid":195,"title":196,"description":197,"image":198,"image_alt":199,"width":57,"height":58},"f1b34fe1-d1b7-4f24-87c8-c5a5bb0c6ee7","Copilot Money | Dashboard","Sidebar navigation Settings modal","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Ff1b34fe1-d1b7-4f24-87c8-c5a5bb0c6ee7.png","Copilot Money | Dashboard from Copilot",{"uuid":201,"title":196,"description":202,"image":203,"image_alt":199,"width":57,"height":58},"b311cf5d-f503-4a7b-9922-faf22b04b32c","Settings modal","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fb311cf5d-f503-4a7b-9922-faf22b04b32c.png",{"uuid":205,"title":196,"description":206,"image":207,"image_alt":199,"width":57,"height":58},"39750d70-7c1d-461a-a806-931937869c2b","Dashboard showing monthly spending progress against a budget, net worth trends, top spending categories, and upcoming recurring expenses.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F39750d70-7c1d-461a-a806-931937869c2b.png",{"slug":30,"title":29,"logo":32},{"uuid":210,"title":211,"description":212,"canonical_path":4,"kind":44,"patterns_count":213,"categories":214,"screens":218,"app":233},"d80278a3-0ff4-4652-a65a-ee9641a92592","Signing in","User authenticates to Copilot via email magic link or Apple, followed by MFA code entry",7,[215],{"id":216,"title":211,"slug":217},61,"sign-in",[219,225,229],{"uuid":220,"title":221,"description":222,"image":223,"image_alt":224,"width":57,"height":58},"7a036d24-00af-4f31-8368-d9edc9cc965b","Copilot Money | Log in","Sign-in screen where the user authenticates with email or Apple.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002F7a036d24-00af-4f31-8368-d9edc9cc965b.png","Copilot Money | Log in from Copilot",{"uuid":226,"title":221,"description":227,"image":228,"image_alt":224,"width":57,"height":58},"d59a6e1a-89d1-4294-b147-bd2f89cf1342","Sign-in screen where the user enters their email address to continue the authentication process.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Fd59a6e1a-89d1-4294-b147-bd2f89cf1342.png",{"uuid":230,"title":221,"description":231,"image":232,"image_alt":224,"width":57,"height":58},"f54713e9-d616-4933-8778-cea547720086","Sign-in screen where the user enters their email to receive a magic login link.","https:\u002F\u002Fassets.nicelydone.club\u002Ff\u002Ff54713e9-d616-4933-8778-cea547720086.png",{"slug":30,"title":29,"logo":32},[],[236,239,242,245],{"label":237,"to":238},"Copilot product screens","\u002Fexamples\u002Fapps\u002Fcopilot-money\u002Fscreens",{"label":240,"to":241},"Copilot marketing pages","\u002Fexamples\u002Fapps\u002Fcopilot-money\u002Fmarketing",{"label":243,"to":244},"Copilot UI components","\u002Fexamples\u002Fapps\u002Fcopilot-money\u002Fcomponents",{"label":246,"to":247},"Finance app examples","\u002Fexamples\u002Fapps\u002Fcategories\u002Ffinance",{"published_at":249,"updated_at":250},"2026-06-20T15:38:52.000Z","2026-09-13T13:02:39.000Z",{"left":252,"top":252,"width":253,"height":253,"rotate":252,"vFlip":254,"hFlip":254,"body":255},0,20,false,"\u003Cg fill=\"none\">\u003Cpath d=\"M9.7334 2.41699H10.2666C11.3987 2.41699 12.2028 2.41737 12.832 2.46875C13.4526 2.51945 13.8371 2.61637 14.1416 2.77148C14.7531 3.08307 15.2509 3.57988 15.5625 4.19141C15.7176 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