Anthropic announced Personal Finance in Claude on November 5, beginning a beta rollout for Pro, Max and Ultra subscribers in the United States. The feature lets users connect financial accounts through Plaid and ask about spending, balances and upcoming bills.
Access is read-only: Claude cannot move, manage or invest the user’s money. Anthropic says users authenticate directly with their bank through Plaid, so Claude does not receive their bank password. Plaid independently confirms that it supplies the account connections for the feature.
For selected accounts, Claude can receive account identifiers, balances, credit limits and up to two years of transaction history. Anthropic says conversations inside the Personal Finance hub are excluded from model training; material shared outside that hub follows the user’s ordinary privacy settings.
The new feature gives the assistant account-specific context, rather than relying only on numbers a user types into a chat. That makes its output more personal but does not make its calculations authoritative. Anthropic warns that Claude can make mistakes and advises checking important figures with the bank; the beta is not designed to provide investment advice.