Anthropic has a new pitch for managing your personal finances: let Claude do it instead, with a new Personal Finance feature that connects it to your bank and card accounts via the Plaid bank bridging platform. You can ask the chatbot "where did my money go this month," for example, and it'll create an overview with a breakdown of spending by category, including rent and utilities, shopping, and food. Claude can also answer broader questions around what bills are left before your next payday, if you can afford big purchases like holiday trips, and how much money you could be saving each month.
Claude AI can plug directly into your bank account

Key takeaways
Claude AI can now connect to bank accounts via Plaid to help manage personal finances.
- Claude can explain where money is going using bank data.
- It can break down spending by category like rent and food.
- It can help assess affordability of big purchases and savings.
Summarised automatically by AI from the original article by The Verge. AI can make mistakes, so check the original for details.
Story details
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- Jess Weatherbed
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- theverge.com ↗







