Anthropic’s new Personal Finance feature connects Claude to your bank account to help with your money

Published Nov 5, 2026, 1:14 PM EST Simon is a Computer Science BSc graduate who has been writing about technology since 2014, and using Windows machines since 3.1. After working for an indie game studio and acting as the family's go-to technician for all computer issues, he found his passion for writing and decided to use his skill set to write about all things tech. Since beginning his writing career, he has written for many different publications such as WorldStart, Listverse, and MakeTechEasier. However, after finding his home at MakeUseOf in February 2019, he would eventually move on to its sister site, XDA, to bring the latest and greatest in Windows, Linux, and DIY electronics. Sign in to your XDA account Summary Personal Finance lets Claude read your accounts, tally spending, and flag suspicious or duplicate charges. It categorizes expenses, compares trends, and estimates how much until your next payday. Claude can't make transactions, and financial data won't train the model. How far would you trust an LLM with your data? It's something we've had to quickly come to terms with, as AI companies are rapidly rolling out models that can do much, much more than the ones that were released just a few months ago. Well, Anthropic seems to believe that Claude is ready to help guide you through your finances, and while it cannot make any changes or payments of its own, I'm not sure if I'm ready for Claude to see how much I spend on trading cards every month. Anthropic's Personal Finance feature gives Claude a look at your books Maybe scrub the Gemini subscription from the logs before Claude gets jealous Credit: Anthropic Over on the Claude Blog, Anthropic explains its new feature, called Personal Finance. This gives Claude access to your bank account details and lets you ask questions about what's happening to your money. Here's an example Anthropic gave as to how Claude can help out: "Say it's late in the month and payday is still 10 days away. When you ask Claude, "Where did my money go this month?" it adds up your spending across the accounts you connected and sorts it by category. In this example, that comes to $4,309.37, with more than half going to rent and utilities and $1,024.51 to food and drink." You can then ask it further questions, such as if that's more than usual, and how much you'd have until the next payday. Interestingly, Anthropic says that Claude can also keep an eye out for any oddities, such as surprise bills or a charge that hit twice, so you know exactly what's going on. Of course, attaching Claude to your bank account sounds a little worrying, but Anthropic makes it very clear that Claude can only read your bank data. It can see "the bank's name, each account's name, type, and last four digits, balances and credit limits, and up to two years of transactions," but it can't make transactions for you, and any data it pulls from your finances is not used to train Claude. If you'd like to give it a spin, it's rolling out this week in the US for anyone subscribed to the Pro, Max, or Ultra plans. It should appear within the Claude sidebar once it's ready to use.