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Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

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Average Ratings 0 Ratings

Total 0 out of 5 stars
ease 0 out of 5 stars
features 0 out of 5 stars
design 0 out of 5 stars
support 0 out of 5 stars

No User Reviews. Be the first to provide a review:

Write a Review

Description

Streamlining account and transaction management has never been easier. You can effortlessly supervise multiple accounts and monitor all transactions, making financial management across various currencies a breeze—Money delivers a collection of expert features in a user-friendly design! Take charge of your accounts, create budgets, generate insightful reports with ease, and schedule transactions seamlessly. All of this is showcased in a sleek, intuitive interface, while iCloud ensures everything stays synchronized across your devices. Money is truly a powerhouse for family finances! Thanks to iCloud, you can not only synchronize your accounts across your own devices but also opt to share them with a partner for joint access and editing. It works like magic! Stay informed about your expenditures and savings, set achievable budgets, and reach your financial aspirations with stunning visualizations of your income and expenses, along with progress tracking toward your financial objectives. Additionally, the app allows you to customize your categories and tags, ensuring that every dollar is accounted for in a way that fits your unique financial narrative.

Description

Claude's Personal Finance feature is an AI-driven assistant created by Anthropic, designed to aid users in comprehending their financial situations through conversational interactions. This innovative platform enables individuals to securely link their bank accounts and credit cards via Plaid, facilitating the analysis of their financial data, including balances, transactions, spending habits, and upcoming payments. Users can inquire about their expenses, track spending trends over time, pinpoint recurring charges, and estimate their remaining funds after accounting for scheduled bills. Additionally, Claude has the ability to identify potentially suspicious transactions, duplicate payments, unexpected fees, and any increases in recurring expenses. Its robust reporting features include customizable spending graphs, payment calendars, comprehensive financial dashboards, and clarifications on financial terms. The Personal Finance functionality in Claude ensures that users have read-only access to their linked accounts and is currently being introduced in beta to subscribers in the United States who are on the Claude Pro, Max, and Ultra plans. As it continues to evolve, this tool aims to enhance financial literacy and empower users to make informed financial decisions.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Model Context Protocol (MCP) No 
Plaid No 
Slack No 

Integrations

Model Context Protocol (MCP) Yes 
Plaid Yes 
Slack Yes 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$0
Claude offers a Free plan at $0. Pro is $17 per month with annual billing ($200 billed upfront) or $20 month to month. Personal Finance is rolling out in beta in the U.S. to eligible Pro, Max, and Ultra subscribers, with no separate feature price stated. Usage limits apply; taxes may apply.
Free Trial No 
Free Version Yes 

Deployment

Web-Based No 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App No 
Windows No 
Mac Yes 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux No 
Chromebook No 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

Money

Website

www.jumsoft.com/money/

Vendor Details

Company Name

Anthropic

Founded

2021

Country

United States

Website

claude.com

Product Features

Product Features

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