0xMarioNawfal(@RoundtableSpace):Claude can now read your bank accounts. Not move money, just read. Personal Finance is rolling out in beta to US users on Pro, Max and Ultra: → Connect up to 16 banks and cards through Plaid. Claude never sees your password → Up to 2 years of transactions → Read-only. It can't move, invest or manage money → Charts and dashboards built from your own numbers 6 questions worth asking it on day one: 1. "Which subscriptions did I pay for in the last 90 days, and which ones haven't I used?" 2. "Find duplicate charges and fees I could dispute." 3. "Which month did I overspend, and on what?" 4. "If I cut my top 3 categories by 20%, how much do I save in a year?" 5. "Build a dashboard of my cash flow for the last 12 months." 6. "Which recurring bills went up the most this year?"

2026.11.08 06:15

Claude can now read your bank accounts. Not move money, just read. Personal Finance is rolling out in beta to US users on Pro, Max and Ultra: → Connect up to 16 banks and cards through Plaid. Claude never sees your password → Up to 2 years of transactions → Read-only. It can't move, invest or manage money → Charts and dashboards built from your own numbers 6 questions worth asking it on day one: 1. "Which subscriptions did I pay for in the last 90 days, and which ones haven't I used?" 2. "Find duplicate charges and fees I could dispute." 3. "Which month did I overspend, and on what?" 4. "If I cut my top 3 categories by 20%, how much do I save in a year?" 5. "Build a dashboard of my cash flow for the last 12 months." 6. "Which recurring bills went up the most this year?"