💸 Anthropic launched a beta version of Personal Finance in Claude.
The user can securely connect bank accounts and cards via Plaid and ask questions in their own words: where the money went this month, which payments are still due before payday, whether there are any double charges or hidden fees.
Claude can also build a spending chart, a payment calendar, or a dashboard.
Read-only access: Claude cannot transfer or invest money, does not see the bank password, and chats in this section are not used for training models.
The app has no ads or sponsored recommendations. The beta starts this week for Pro, Max and Ultra plans, for now only in the US.
