Science & Tech · AI · 3 hrs ago
Anthropic adds bank-linked personal finance feature to Claude in US beta
Anthropic is testing a personal finance feature in Claude for users in the US.
Called Personal Finance, it is rolling out in beta to people on Claude’s Pro, Max and Ultra plans.
Users connect bank and credit card accounts through Plaid, and Claude can review balances and up to two years of transactions.
People can ask about spending, fees and upcoming bills, and request summaries, comparisons or payment calendars.
The feature can only read account information; it cannot move money, manage funds or make investments.
Anthropic says conversations in the Personal Finance hub are not used to train its AI models, and users can disconnect accounts at any time.
The feature is meant to help people understand their finances, not give investment advice, and the company says important figures should be checked against bank records.
Anthropic has launched Personal Finance, a beta feature in Claude that lets users ask questions about their finances using linked bank and credit card accounts.
The feature is available to Pro, Max and Ultra subscribers in the United States.
Users connect accounts through Plaid, and Claude can read balances and up to two years of transaction history.
The feature is read-only and cannot move or manage money or make investments.
Anthropic says conversations in the Personal Finance hub are not used to train its models and advises users to verify important figures with their bank.
- Who
- Anthropic launched the feature for Claude users on Pro, Max and Ultra plans in the United States.
- What
- Personal Finance lets users link bank and credit card accounts and ask Claude questions about their finances.
- When
- Anthropic announced it on November 5, 2026, local time.
- Where
- The beta is available in the United States through Claude’s web, desktop, iOS and Android versions.
- Why
- Anthropic said financial advice was one of the main topics users ask Claude about.
This story does not have two clearly opposing sides.
Anthropic found that financial advice was one of the main topics users asked Claude for help with.
OpenAI released a preview of a personal finance feature for ChatGPT Pro users in the United States.
Anthropic announced Claude’s Personal Finance beta for eligible users in the United States.
- Availability
- United States; Pro, Max and Ultra subscribers
- Account connection
- Through Plaid
- Transaction history
- Up to two years
- Access
- Read-only; no money transfers, account management or investments
- Platforms
- Web, desktop, iOS and Android
- Account limit
- Up to 16 banks according to ITmedia
3 sources
What people are saying
For the accounts you choose to connect (and only those), 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. When you chat with Claude in the Personal Finance hub, those conversations aren’t used to train our models.
Like any AI, it can make mistakes, so for anything important, we recommend confirming with your bank.
You can ask for a weekly spending chart, a calendar of what’s due, or a dashboard of the numbers you choose, and Claude builds it as an artifact you can keep adjusting and coming back to