Claude adds read-only Personal Finance for US Pro, Max, Ultra users

Personal Finance is framed as a way to understand your own money rather than a route to investment advice. Once an account is connected, Claude sees the bank name, account names and types, the last four digits of the account number, balances, credit limits and up to two years of transactions, and it sorts spending into categories such as rent, utilities and food.

Beyond answering questions, the feature looks back over recent months to compare spending and to track recurring charges, including when a subscription will next be billed. Anthropic says it can point out things people often miss, such as duplicate payments, unexpected fees and bills that have crept up over the year, and it can build weekly spending charts or a calendar of due dates.

The connection runs through Plaid, the service that links banks and apps, and is set up only when the user signs in to their bank and approves read-only access. Anthropic also says it shows no ads or sponsored answers in Personal Finance and does not recommend credit cards or loans.