Literally have been doing the same exact thing this week. And building a Claude Code project, with SimpleFIN connections I’m slowly testing, to share with my wife so we can both get weekly briefings and ask any questions about our finances or goals. The “am I nuts for giving this info to Anthropic?” question is top of mind, but then I realized how much sensitive personal info lives in my gmail, Google Sheets and docs. I crossed the rubicon of trusting Google with all that, and Anthropic seems a reasonable bet.