Account controls

Settings

Profile

Identity

Enabled roles

One shared WTFinance identity can keep client tools active and optionally enable professional access at the same time.

Session

Persistence mode: Local device state

Current route posture: Client tools stay active. Professional access not enabled.

Subscription

Billing and plan state

Free

Plan access is read-only here. WTFinance now locks billing state to the real upgrade path instead of letting someone flip themselves into Pro from Settings.

Billing provider

Stripe live

Free stays manual. Pro unlocks synced reality, real-time alerts, and the sharper accountability loop.

If this account needs a billing correction or an internal override, it should be handled outside customer Settings.

Notifications

Pressure settings

SMS alerts

Provider not set

By opting in, you are agreeing to receive behavior alerts when WTFinance detects threshold breaches, rule violations, or goal drift. Message frequency should stay tied to real pressure, not noise.

Connected accounts

Data sources

Placeholder

Bank and card aggregation will connect here later. The MVP uses local state and seed data so API integrations can replace storage cleanly.

Backend status: Supabase connected

Referral wallet

Sign in to activate recurring payout tracking

Sign-in required

Referral rewards only attach to a signed-in WTFinance account because the wallet tracks active paid subscriptions, payout eligibility, and Stripe Connect payout status.

Legal

Advice boundary

Educational guardrail
WTFinance provides educational and behavioral financial insights only and does not provide personalized investment, legal, or tax advice.
Educational guardrail
WTFinance provides educational and behavioral financial insights only and does not provide personalized investment, legal, or tax advice.