Personal Finance in Claude
Claude beta that links US bank and card accounts via Plaid, read-only, to answer spending and balance questions.
Overview
Anthropic announced Personal Finance in Claude on November 5, 2026 as a beta rolling out that week to US subscribers on the Pro, Max and Ultra plans. Users connect bank and card accounts through Plaid with read-only access; for chosen accounts Claude sees the bank and account name, type, last four digits, balances, credit limits and up to two years of transactions, but never the bank password. It can total and categorize spending, compare months, flag duplicate charges, unexpected fees and rising bills, calculate interest charged, and build spending charts, due-date calendars and dashboards. Anthropic states it cannot move, manage or invest money, is not designed to give investment advice, shows no ads, and does not use Personal Finance hub conversations for model training.
This is a sourced directory entry. Features and capabilities are reported in the linked sources; this entry does not document independent Aymorphic testing.
Key features
- Read-only account linking through Plaid; Claude never receives bank credentials
- Sees balances, credit limits and up to two years of transactions for chosen accounts only
- Spending totals by category and month-over-month comparison
- Flags duplicate charges, unexpected fees and bills that rose over time
- Builds weekly spending charts, due-date calendars and dashboards
- Hub conversations excluded from model training; accounts can be unlinked at any time
Use cases
- Asking in plain language where money went last month
- Auditing recurring bills and fees for errors
- Calculating the interest actually charged on a card balance
Pricing
No separate fee; included in Claude Pro, Max and Ultra plans (US only, beta).
Pricing reflects the source record and may change. Confirm current terms with the provider.
Dates and sources
- Released
- 5 Nov 2026
- Record updated
- 8 Nov 2026
- Record last checked
- 8 Nov 2026