A new personal finance experience in ChatGPT

Update on June 25, 2026: The personal finance experience in ChatGPT is now available to Plus and Pro users in the U.S. on web, iOS, and Android.

Today we’re releasing a preview of a new personal finance experience in ChatGPT to Pro users in the U.S. Now you can securely connect your financial accounts, see a dashboard of where your money is going, and ask ChatGPT questions grounded in your financial context – all while staying in control of your data. We’re starting with a preview to a smaller group so we can learn from real-world use, improve the experience, and expand thoughtfully.

Money touches nearly every part of life: where we live, what decisions we make, how we care for loved ones, what future we imagine. But managing finances today often means piecing together accounts, apps, cards, loans, and spreadsheets just to know where things stand. Even then, it can be hard to see the full picture or know what to do next.

People are already turning to ChatGPT for help: more than 200 million people come to ChatGPT⁠(opens in a new window) every month for budgeting, questions about their investments, comparing different paths, planning for future goals, and more. Recent advances in GPT‑5.5 make ChatGPT stronger at reasoning through the complex, context-dependent questions that personal finance often requires.

With your financial accounts connected, ChatGPT can combine that reasoning with your real financial context and what you’ve shared about your goals, lifestyle, and priorities, helping you spot patterns, understand tradeoffs, and plan for big decisions in a way that feels more personal and complete. Now you can ask questions like:

ChatGPT can help you stay informed and feel more confident managing your finances, but it is not a replacement for professional financial advice.