Anthropic introduced Personal Finance in Claude on November 5, a beta that turns the assistant into a place to ask about your own money. Subscribers on the Pro, Max, and Ultra plans in the US can link bank, credit card, and loan accounts, then ask questions in plain language, from how much they spent on food this month to whether they can afford a trip this spring. The feature sits in a dedicated hub in Claude's sidebar.
Connections run through Plaid, the service that links apps to banks. Users sign in to their bank themselves inside Plaid and approve access there, so Claude never receives a bank password. Access is strictly read-only, meaning Claude cannot move, manage, or invest money. For the accounts a user chooses to link, it can see the bank name, account name and type, the last four digits, balances and credit limits, and up to two years of transactions. Investment holdings, trades, and loan terms stay out of view.
Anthropic says conversations inside the Personal Finance hub will not be used to train its models, and it will not show ads or sponsored recommendations. Accounts can be unlinked at any time, after which Claude can no longer see their data. The company frames the tool as a way to understand spending rather than to give investment advice, and warns that Claude can still make mistakes on figures. The rollout is gradual and limited to the US, and Free, Team, and Enterprise plans are excluded for now. It is Anthropic's clearest push into a consumer category where ChatGPT has already staked ground.