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Claude’s new Personal Finance tool aims to help analyze your spending – read-only, of course

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Claude’s new Personal Finance tool aims to help analyze your spending – read-only, of course

Anthropic has released what appears to be its answer to ChatGPT Finances.

You can now share your financial information with Claude and ask the chatbot for insights on your spending.

Personal Finance in Claude, which Anthropic announced Thursday, reviews your connected accounts through read-only access via Plaid. That security measure follows OpenAI’s equivalent feature, ChatGPT Finances, which launched in May. Here’s what to know.

Functionally, this feature appears similar to ChatGPT Finances: It lets you link as many bank and credit card accounts as you’d like to Claude via Plaid with read-only access. You can then ask Claude where you spent your money this month or whether you can afford to take a vacation in six months, for example.

(Disclosure: Ziff Davis, ZDNET’s parent company, filed an April 2025 lawsuit against OpenAI, alleging it infringed Ziff Davis copyrights in training and operating its AI systems.)

Given the privacy concerns around sharing sensitive data with AI systems, especially agents, Anthropic emphasized which data the new feature will access and how.

“For the accounts you choose to connect (and only those), Claude sees the bank’s name, each account’s name, type, and last four digits, balances and credit limits, and up to two years of transactions. When you chat with Claude in the Personal Finance hub, those conversations aren’t used to train our models.”

That last part is important: Personal Finance in Claude is its own mode with its own protections. If you share or discuss your financial data with Claude outside that “hub,” it’s subject only to your Claude privacy settings.


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