Personal Finance in Claude: See Where Your Paycheck Went
Claude can now read your linked bank accounts and answer 'where did my money go this month?' in plain words. Who gets it, the setup in ten minutes, what it can and can't see, five good questions, and the catches
On November 5, Anthropic added Personal Finance to Claude: you link your accounts and ask about your own money in plain language. It is read-only, so it can look but never move money.
Who gets it
- US only, and on the Pro, Max or Ultra plan. It is not on Free, Team or Enterprise.
- It is a beta rolling out gradually, so you may not see it yet.
- Works on Claude web, Claude Desktop, iOS and Android.
Free, for your email
Get the full setup steps + the copy-paste setup prompt
The rest of this guide (6 more sections) opens right here. The setup prompt, one paste into Claude that sets it all up, comes by email only. Use your real address.
Unlocks: Setup, about 10 minutes · What Claude can and can't see · Five good questions · Privacy · The catch · +1 more
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