™Introducing Personal Finance in Claude (1:31)
Claude’s official 1:31 video introduces Personal Finance: connect bank and card accounts and Claude explains spending, bills and balances from account data, read-only, in beta for Pro, Max and Ultra plans in the US.
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The video opens with a Rome trip question: a user asks Claude how their finances look for a week in Rome.
The “Select accounts” screen lets users choose which accounts Claude can see, linked via Plaid, including checking, savings and credit card accounts.
A monthly spending chart shows fixed costs of $4,089 as steady and flexible spending of $2,261 with room to adjust.
Full-screen text: the user has paid $180.02 in credit card interest and fees this year.
A Rome savings plan for November 2026: Rome fund $0 of $8,600, covering flights, 10 days, food and gelato.
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