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.

To get started, open Finances from the sidebar in ChatGPT and select ‘Get started’ or start a conversation from anywhere in ChatGPT by saying ‘@Finances, connect my accounts’.

ChatGPT will then guide you through securely linking accounts through Plaid, with Intuit support coming soon. After you authenticate, ChatGPT will begin syncing and categorizing your data, which may take a few minutes.

Once your accounts are synced, you can see a dashboard that gives you an up-to-date view of where you stand across portfolio performance, spending, subscriptions, upcoming payments, and more.

Beyond connected accounts, you can share important context about your financial life, like a mortgage, a savings goal, or a major purchase you’re planning for. For example, you might tell ChatGPT: “I’m saving up to buy a car early next year” or “I still owe my parents [X amount] for the loan they gave me.” ChatGPT can save that context to your Financial memories to inform future conversations.

That broader context is part of what makes this experience useful – instead of treating each question in isolation, ChatGPT can help connect the dots across your accounts, your goals, and what you’ve already shared, so the guidance is more personal and complete.

The vision for ChatGPT is to go beyond answering questions to help users take action towards improving their financial lives, and we’re working with trusted ecosystem partners like Intuit to do this. For example, a user could go from getting a credit card recommendation to understanding their approval odds and submitting an application, or from asking about tax implications of a stock sale to getting a trusted tax estimate and scheduling a session with a live, local tax expert, powered by Intuit and all inside ChatGPT.

Source: OpenAI