Anthropic launches Personal Finance in Claude, in beta in the US
Anthropic introduced Personal Finance in Claude. After connecting the bank and card accounts they choose, users can ask about their balances and spending in everyday language. Access is read-only: Claude can't move, manage or invest money. It starts rolling out in beta this week on the Pro, Max and Ultra plans in the US.
Anthropic announced Personal Finance in Claude on November 6, 2026 (Singapore time). Users connect the bank and card accounts they choose and ask money questions in their own words; Claude answers from those accounts' balances and transactions.
Availability
Rolling out in beta starting this week on the Pro, Max and Ultra plans in the US.
What it does
- Adds up spending across connected accounts and sorts it by category, for questions like "Where did my money go this month?"
- Compares with previous months, lists payments due before payday and estimates what will be left.
- Points out things that are easy to miss, such as duplicate charges, unexpected fees or a bill that has crept up.
- Explains unfamiliar terms such as APR and adds up the interest paid this year.
- Builds weekly spending charts, calendars of what's due, or custom dashboards on request.
Access and privacy
- Access is read-only: Claude can't move, manage or invest money, and the feature isn't designed to give investment advice.
- Accounts are connected through Plaid, a service that links apps to banks. Users sign in to their bank themselves and approve access, so Claude doesn't ask for or see the bank password.
- For the accounts users choose to connect, Claude sees the bank's name, each account's name, type and last four digits, balances and credit limits, and up to two years of transactions.
- Conversations in the Personal Finance hub aren't used to train models; outside the hub, the user's privacy settings apply. Users can unlink an account at any time, after which Claude can no longer see its data.
- Like the rest of Claude, it has no ads or sponsored recommendations and doesn't offer credit cards, loans or savings accounts of its own.
- Anthropic notes that Claude can make mistakes and suggests checking important figures with the bank.
What's next
Anthropic calls this a first step. It is exploring how Claude could work alongside licensed professionals and regulated firms on bigger money decisions, and invites banks, wealth managers and financial services companies to help shape it.