Personal Finance in Claude: Link Your Bank and Ask Where Your Money Went
Claude's new Personal Finance page reads your linked accounts and answers questions about your own money in plain words. Who gets it, how to set it up, what Claude can and can't see, and the catch
Claude has a new Personal Finance page. You link your accounts, and it shows your balances and spending on one page and answers questions about your money. It only reads: it can't move, manage or invest anything.
Here's who gets it, how to set it up, what Claude can see, the catch, and good questions to start with.
What you get
- One page with your spending, cash flow, accounts, subscriptions, upcoming bills and insights.
- Plain-language answers from your own data, with up to 24 months of transactions behind them.
- A check for things that look off, like double charges, fees and a bill that crept up.
- Charts, a due-date calendar or a dashboard, built when you ask.
Free, for your email
Get the full setup steps + the copy-paste setup prompt
The rest of this guide (4 more sections, 1 copy-paste prompt) opens right here. The setup prompt, one paste into Claude that sets it all up, comes by email only. Use your real address.
Unlocks: Set it up · What Claude can and can't see · The catch · Sources
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