Anthropic has introduced a Personal Finance feature in Claude that allows users to connect their bank and credit card accounts and ask questions about their money in everyday language.

The feature can analyze account balances, transactions, spending patterns and upcoming payments, helping users understand their finances without manually checking multiple banking apps.

Personal Finance is rolling out in beta this week for Claude Pro, Max and Ultra subscribers in the US. Users can connect accounts through Plaid, a financial technology service that links applications with banks.

Anthropic said the feature provides read-only access, meaning Claude cannot move money, manage accounts or make investments on a user’s behalf.

The company is positioning the feature as a way to make financial information easier to understand, rather than as a financial management or investment service.

Users can ask Claude questions such as “Where did my money go this month?” and receive a breakdown of their spending across connected accounts.

In one example shared by Anthropic, Claude analysed $4,309.37 in monthly expenses, identifying rent and utilities as the largest spending category and $1,024.51 spent on food and drink.

Users can then ask follow-up questions to compare their spending with previous months, identify recurring payments or check how much money will remain before their next payday.

Claude can also flag unusual transactions, duplicate charges, unexpected fees and bills that have gradually increased. Users can ask broader questions, including whether they are spending more than they earn or how much they have paid in credit card interest.

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