Claude can read your bank. US, paid plans
Who gets it, and what it can see.
Anthropic launched it on Nov 5, 2026
Why it matters
It reads. It can't move money
Personal Finance, in beta since Nov 5: balances and spending on one page.
- Who gets it. Pro, Max and Ultra, in the US only. Not Free, Team or Enterprise.
- Not there yet? It's rolling out slowly, on web, desktop, iOS and Android.
Step 1 of 2 · Link
Link your bank with Plaid
Plaid connects apps to banks. Claude never sees your bank password.
- Open. Personal Finance in the sidebar (or under More), then Get started.
- Link. Tap Link accounts with Plaid, then Continue.
- Pick. Sign in to your bank in Plaid and choose the accounts.
Step 2 of 2 · Ask
Ask about your money
Chat inside Personal Finance, in plain words.
Where did my money go this month?
- It also flags. Duplicate fees, upcoming bills and subscriptions.
The fine print
What Claude can see
From Anthropic's help center, Nov 5, 2026.
- Up to 2 years. Checking, credit and savings transactions.
- Loans, investments. Balances and limits only, not your holdings.
- Training. Hub chats aren't used to train models.
- No advice. Not built for investment advice.
Save this
Link it. Unlink anytime
Personal Finance, in one look.
- Link. Get started, then Plaid.
- Ask. Where did my money go?
- Unlink. Manage linked accounts, Unlink.
Making something to sell?
Our guide shows how to make and sell one small PDF with AI, with the real numbers. Chapter 1 is free.
Checked against official sources on Nov 6, 2026. The character in our posts is made with AI.