Personal finance

Every ClaudeGPT Si story about Personal finance, newest first: news, analysis, reviews and guides.

2 stories · Updated Nov 5, 2026

The Personal Finance screen in the Claude iOS app, showing suggested questions about bills and food spending and a monthly categories chart

How to connect your bank to Claude's Personal Finance

Anthropic's Personal Finance beta reads your US bank and card accounts through Plaid. Who gets it, the setup steps, what Claude can see and how to unlink.

ClaudeGPT Si NewsroomNov 5, 20267 min read

Apps

Claude Personal Finance connects to your bank via Plaid

The beta is read-only and limited to US Pro, Max and Ultra subscribers. Claude sees balances and up to two years of transactions.

Nov 5, 20262 min read