Claude rolls out personal finance tools for US subscribers

Claude is rolling out a Personal Finance beta in the US for Pro, Max, and Ultra subscribers, letting them connect bank and card accounts to ask questions about spending, balances, bills, and transactions.

The feature uses read-only account access through Plaid and cannot move, manage, or invest users’ money.

Claude can review up to two years of transaction data from selected accounts, flag items such as duplicate charges or fees, and create spending charts, payment calendars, and adjustable dashboards.

Conversations in the Personal Finance hub are not used to train Claude’s models, and users can unlink accounts at any time.