Don

Connect Don to discuss your finances using the accounts you choose to share. Ask about balances, compare income and spending over a date range, and explore your recorded budgets and recurring bills. You can optionally share transaction details for more specific questions. Don gives Claude read-only access. It cannot move money, trade, change transactions, or edit budgets. You approve the accounts and data in Don, and can disconnect all sessions for Claude in Settings → AI connections. Results cover selected, visible personal accounts and the records available in Don. Household-shared accounts are excluded. Currencies remain separate, and pending transactions are reported separately. Cash flow uses the signed transaction ledger; it may differ from Don’s event-grouped budget views. Budgets and recurring bills are an optional, separate permission covering all of your personal planning records. An eligible Don account and a Don subscription or active trial are required. Production approval requires Don on iPhone. Claude’s terms and data-retention settings apply to data it receives. Disconnecting prevents future access; it does not erase earlier conversations or data already shared.