source avatar0xMarioNawfal

Share

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?"

Disclaimer: The information on this page may have been obtained from third parties and does not necessarily reflect the views or opinions of KuCoin. This content is provided for general informational purposes only, without any representation or warranty of any kind, nor shall it be construed as financial or investment advice. KuCoin shall not be liable for any errors or omissions, or for any outcomes resulting from the use of this information. Investments in digital assets can be risky. Please carefully evaluate the risks of a product and your risk tolerance based on your own financial circumstances. For more information, please refer to our Terms of Use and Risk Disclosure.