Introducing Personal Finance in Claude, in beta in the US.
Connect the accounts you choose, and Claude answers your money questions in everyday language, from your own balances and transactions. Access is read-only, and Claude can't move, manage, or invest your money.
Claude
@claudeai
Like the rest of Claude, Personal Finance has no ads or sponsored recommendations. It helps you understand your money, and it isn’t designed to give investment advice.
Rolling out gradually in the US on the Pro, Max, and Ultra plans: claude.com/resources/arti…
Rolling out gradually in the US on the Pro, Max, and Ultra plans: claude.com/resources/arti…

claude.com
Introducing Personal Finance in Claude
Ask Claude about your money and get straight answers from the accounts you connect.
6:00 PM UTC · Nov 5, 2026 · 158.6K Views
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