# Personal Finance in Claude

Claude now has a Personal Finance feature: users sign in to their own bank through Plaid, grant read-only access, and ask about balances and transactions in their own words. Previously, working out where money went meant opening each banking app and doing the math; the feature totals spending across connected accounts by category, and in the example the month's spending is $4,309.37, with four payments still due before payday and $1,393.22 left. It rolls out in beta this week on the Pro, Max and Ultra plans in the US, helps users understand their money, and is not designed to give investment advice.

Claude now has a Personal Finance feature: users sign in to their own bank through Plaid, grant read-only access, and ask about balances and transactions in their own words. Previously, working out where money went meant opening each banking app and doing the math; the feature totals spending across connected accounts by category, and in the example the month's spending is $4,309.37, with four payments still due before payday and $1,393.22 left. It rolls out in beta this week on the Pro, Max and Ultra plans in the US, helps users understand their money, and is not designed to give investment advice.