What the add-on does
ExpeFi for Google Sheets adds a sidebar that connects your ExpeFi account and manually writes expense, budget, bill, cash-flow, and account reports into managed workbook tabs. It is built for personal finance review, budget tracking, transaction records, and export workflows.
Sync model
- Manual sync only; no scheduled background refresh.
- One-way export from ExpeFi to the active spreadsheet.
- Spreadsheet edits are never imported back into ExpeFi.
- Paid ExpeFi Pro account required for live sync.
Requested Google access
The add-on requests only the scopes needed to update the current spreadsheet and call ExpeFi's API. It does not request Drive-wide access, Gmail, Calendar, Docs, or Google account profile data.
Why ExpeFi requests these scopes
spreadsheets.currentonly lets the add-on create and update managed report tabs only in the spreadsheet where the add-on is installed or used. ExpeFi does not request permission to scan every file in Google Drive.
script.external_request lets the add-on connect to ExpeFi.com for connection approval, export data, sync logging, and disconnect requests.
Data handling
The add-on may send a hashed spreadsheet identifier, spreadsheet name, selected sync scope, masked-mode preference, date range, connection code, and add-on access token to ExpeFi. ExpeFi stores token hashes and sync metadata to authorize one-way manual syncs, troubleshoot failures, and revoke disconnected add-ons.
ExpeFi is personal finance organization software. It is not a bank, accountant, tax adviser, legal adviser, payment initiation service, or bill-pay provider.