Understanding where your money went can mean checking several accounts separately. Anthropic’s Personal Finance announcement brings those questions into Claude. The beta begins rolling out this week to Pro, Max and Ultra subscribers in the US.
What can a connected account do?
Users connect selected bank and card accounts themselves through Plaid, then ask ordinary-language questions about balances, transactions and bills. Claude can point out duplicate charges, unexpected fees or a bill that has risen. Asking which transactions support an answer makes its calculation easier to inspect.
Access is read-only: Claude cannot transfer, manage or invest the money. According to Anthropic, users sign in to their bank through Plaid, so Claude does not see their bank password. Connected data can include balances and up to two years of transactions.
Privacy and availability
Anthropic says conversations in the Personal Finance hub are not used to train its models; the user’s privacy settings apply to information shared outside that hub. Accounts can be unlinked later.
The feature is not designed to provide investment advice, and Claude can make mistakes. Check important figures against the bank before acting on them. Anthropic has announced the beta for the US, not a worldwide launch.
