Claude Personal Finance: US beta, data and unlinking
By Google News Personal Finance ·
Anthropic announced the gradual US beta on November 5, 2026, for Pro, Max, and Ultra subscribers who connect US bank accounts.
Through Plaid, Claude can read selected account details, balances, credit limits, and up to 24 months of transactions, but cannot move or manage money.
Unlinking a bank login disconnects all accounts shared through it; unlinking the last bank permanently resets the dashboard and its settings.
Replies can remain in chats, while artifacts and shared links can retain financial details until separately removed.
Anthropic warns that balances may be one or two days old and that Claude can make mistakes.
Claude Personal Finance is a gradual US beta for Pro, Max, and Ultra. See what linked accounts it reads, what unlinking removes, and where data can remain.
Anthropic announced Claude Personal Finance on November 5, 2026, as a gradual beta for US subscribers on Pro, Max, and Ultra who connect US bank accounts. The rollout began that week, but an eligible account may not have the feature yet. Personal Finance uses linked account data to answer questions about spending and cash flow; its access is read-only. Anthropic’s announcement Claude Help Center
Personal Finance connects through Plaid. You sign in through Plaid and choose which accounts to share; Anthropic says Claude does not ask for or see your bank password. The beta is available on Claude’s web, desktop, iOS, and Android apps. Free, Team, and Enterprise plans are excluded.
For accounts you select, Claude can read the bank name, account name and type, last four digits, balances, credit limits, and up to 24 months of transactions, including amounts, dates, merchants, categories, and bank descriptions. If a bank includes a full account number in an account name or transaction description, Claude may see it there.
For investment, loan, and card accounts, it reads balances and credit limits, not investment holdings, trades, rates, or loan terms.
Claude can organize spending, cash flow, accounts, subscriptions, and upcoming bills into dashboard widgets, and answer questions about transactions or spending patterns. Anthropic’s announcement also describes short insights and adjustable charts. Its official product demonstration shows account selection, category spending, and a calendar-based cash-flow view.
You can link up to 16 banks. Unlinking one bank login removes every account shared through that login; the Help Center says you can’t disconnect just one account within it. If it’s your last linked bank, the dashboard, widgets, settings such as budgets, and setup answers are permanently reset.
Claude stops reading an unlinked bank, but unlinking does not remove information it already returned. Replies remain in chats, and financial details in artifacts or shared links remain until those items are separately removed. An artifact may contain bank data and can remain even after its original chat is deleted.
A shared chat link can expose messages and replies with account figures, as well as charts or artifacts. People who open an artifact can see its figures; if they also have Personal Finance and allow Plaid, it can read their linked accounts.
Claude can also use linked accounts in regular chats without asking each time, unless you turn Plaid off or require approval for each read. Anthropic says the Personal Finance hub’s conversations are not used to train its models; outside the hub, your privacy settings apply.
Linked accounts cannot be used in scheduled…
Originally published by Google News Personal Finance
