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Personal Finance in Claude lets you connect bank and card accounts through Plaid and ask questions about your money in plain language. Claude totals spending by category, compares it with prior months, flags duplicate ch…
Personal Finance in Claude lets you connect bank and card accounts through Plaid and ask questions about your money in plain language. Claude totals spending by category, compares it with prior months, flags duplicate charges and rising bills, and builds charts and dashboards. Access is read-only: it can’t move or invest money, and chats in the hub aren’t used for training. US only, in beta, on Pro, Max and Ultra plans.
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