Claude Personal Finance links US banks via Plaid
Sorted AI3d agoAnthropic is rolling out Personal Finance in Claude in beta this week for Pro, Max, and Ultra plans in the US. You connect bank and card accounts through Plaid; access is read-only, so Claude cannot move, manage, or invest money, and it does not see your bank password. For linked accounts it can see the bank name, account name and type, last four digits, balances and credit limits, and up to two years of transactions. Anthropic says chats in the Personal Finance hub are not used to train its models, and that the feature is not designed to give investment advice.
Why it matters: Useful if you already pay for Claude and want spending questions answered from real balances. Keep it personal for now: US only, not on Team or Enterprise, and always check important figures with your bank.
Anthropic ↗AI-assisted, reviewed by Sorted AI
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