Settings
A clean control room for ExpeFi.
Preferences, data controls, bank connections, and billing in one quiet surface.
Preferences and data
Default currency, theme, exports, and rates.
Default currency
Theme
Currency rates provider
Live rates load from AssetsBag with api3/api5 backups.
Export data
Install ExpeFi
Use ExpeFi in a standalone app window on supported browsers.
Connections
Teller bank connections
Manage linked banks, manual syncs, and disconnects. Review mode lives on the Import page.
Teller is not configured on this environment yet.
No Teller banks connected yet.
Categories
Budget and spending taxonomy
Tags
Flexible labels
Billing
Subscription testing
Clerk identifies the user, Stripe owns billing, and Cloudflare D1 stores the app-facing subscription snapshot.
Stripe billing test
Start a test Checkout session for ExpeFi Pro, then return here to manage the subscription in Stripe hosted portal.
Clerk auth
Local sign-in, sessions, and profile identity through Clerk.
Cloudflare D1
D1 stores billing state, transactions, exports, and bank connection metadata.
Stripe subscription
Stripe sandbox product and Pro monthly price are ready for Checkout testing.
Bill notifications
Future email reminders for upcoming and overdue recurring bills.
Security
Security placeholder
Session controls are handled by Clerk for the private beta dashboard.
Privacy
Privacy positioning
Private by design. Your money data stays yours. Backend access controls and export/delete flows belong in the next phase.