Expefi

Accounts

Balances without bank-sync complexity.

Manual accounts for checking, savings, credit cards, cash, loans, and other balances.

Total assets

$141,362

4 asset accounts

Liabilities

$9,242

2 liability accounts

Net worth

$132,119

Converted with app rates

Connection mode

Demo

Sample accounts

Assets

4 accounts

Everyday Checking

Northstar Bankchecking

Balance

$8,460

Native currency: USD

Future Fund

Northstar Banksavings

Balance

$22,350

Native currency: USD

Euro Travel Wallet

Manualcash

Balance

$1,771from EUR

Native currency: EUR

Swiss Cash

Manualcash

Balance

$108,780from CHF

Native currency: CHF

Liabilities

2 accounts

Signature Card

Arc Creditcredit

Balance

-$1,842

Native currency: USD

Auto Loan

Evergreen Creditloan

Balance

-$7,400

Native currency: USD

One account workspace

ExpeFi v1 keeps account setup lightweight. A bank data adapter can be added later without changing the account surface.

Checking and savings
Cash and liabilities
Multi-currency balances