From the source
Anthropic is rolling out Personal Finance, a hub inside Claude that lets Pro, Max and Ultra subscribers in the US ask questions about their money using data from connected bank and card accounts.
- Access is read-only, so Claude cannot move, manage or invest money, and the service carries no ads or sponsored recommendations and offers no credit cards, loans or savings accounts of its own.
- Users can ask where their money went, what remains before payday, whether spending is higher than usual, or whether anything looks unusual across accounts.
- In Anthropic's example, Claude categorizes $4,309.37 in monthly spending, flags a membership renewal, identifies four payments due before payday and calculates a remaining balance of $1,393.22.
- Accounts are connected through Plaid after users sign in with their bank and approve read-only access; Claude does not ask for or see a bank password.
- For selected accounts it can access bank and account names, account type, last four digits, balances, credit limits and up to two years of transactions, and users can unlink an account at any time.
- Conversations inside the hub are not used to train Anthropic's models, and Anthropic advises users to inspect the transactions behind a figure and verify important numbers with their bank.