Lumen Money

Lumen connects the financial accounts you choose to Claude, so you can see where your money went and look up the transactions behind the totals. Lumen cannot move money, pay bills or make trades. You can also check account balances, find recurring bills and subscriptions in your transaction history and review the holdings your connected investment accounts share. To get started, create a Lumen account at lumenmoney.io, link a supported financial institution through Quiltt and approve access in Claude. Lumen Free includes one institution connection, which can cover multiple accounts. Lumen Personal lets you change transaction categories and labels, create or edit rules to organize transactions, and request a data refresh where supported. Your categories, labels and rules are saved in Lumen.