Claude tests a tab for analyzing your personal finances

What's new

Anthropic is testing a finance feature in the Claude app for iPhone. The feature was spotted in an unreleased version of the app, and Anthropic has neither announced nor confirmed it. It is in limited testing, and most users do not have access.

Internally, it was called "Claude Money" and appears as a new section or tab in the app. According to FourWeekMBA, it has since been renamed "Personal Finance" in an app update. According to RuntimeWire, the first screenshots were shared on X on September 14, 2026, and the renamed version was reported on October 18, 2026.

What's smart about it

The idea is that you connect your bank accounts and can then ask Claude questions about your own money: spending and plans. The on-screen text in the test version reads: "Understand your money with Claude. Connect your bank accounts and ask Claude about spending, plans and more."

Instead of general advice, Claude can work with your own numbers. RuntimeWire describes it as a shift from generic answers about finances to ongoing analysis of the user's real account data.

According to FourWeekMBA, the introductory screens promise that Claude reads balances and transactions but cannot move money, because access is read-only. You can disconnect from a bank at any time, and Claude will then stop reading it. According to the same source, the connection runs through the data provider Plaid with encrypted login. Plaid and the read-only access are mentioned only by FourWeekMBA; the other sources do not mention those details.

Cheaper or better?

The price has not been disclosed. The sources also do not say which Claude subscriptions will get access, or when the feature might launch.

The closest competitor is OpenAI's ChatGPT. According to FourWeekMBA, ChatGPT got finance features via Plaid on May 15, 2026 for Pro users, covering more than 12,000 financial institutions. According to BleepingComputer, ChatGPT's feature is used for questions about spending habits, bills, subscriptions, savings, net worth and investments. OpenAI says more than 200 million people ask ChatGPT about personal finance every month. Claude is thus entering an area where its competitor is already well under way.

Whether Claude's version will be better than ChatGPT's cannot be said until it launches. RuntimeWire suggests that Anthropic's partnership with Intuit from February 2026 may be relevant, but that is an assessment and not confirmed.

What it's good for

If the feature launches as shown in the test, it is meant to give an overview of your own spending: Where does the money go, which subscriptions are you paying for, and how are your savings doing? You can also use it to make plans based on your actual numbers.

For Danish readers, there is a catch. It is unclear which countries the feature will come to. BleepingComputer suggests that a European launch is unlikely because of privacy rules, and FourWeekMBA mentions a likely launch only in the US. Neither has been confirmed by Anthropic.

Anthropic has also not published any specific privacy guarantees for the feature, and that will matter a great deal when you give an AI access to your bank data. Danish users should therefore not take the feature for granted.