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How do I link an account?

Link credit, savings, and checking accounts to track your spending and unlock streaks.

Jessika Raisor avatar
Written by Jessika Raisor
Updated over 2 months ago

Linking an account from a brand new financial institution

  1. Tap on Profile

  2. Tap on My Accounts

  3. Tap the green Link a New Institution button

  4. You'll be prompted to enter your login credentials for this financial institution through a secure provider, Plaid.

  5. Follow the on-screen instructions.

1. Tap profile on the bottom right. 2. Tap My Accounts. 3. Tap link another institution

Allow 24-48 hours for all your transactions to load in the app once the connection is confirmed.

If you don't see any transactions, go to Linked Accounts and look at the last updated date underneath each account balance. If it is not today's date, you'll need to disconnect and reconnect your account.

Linking another account from a bank already linked to Debbie

  1. Tap on Profile

  2. Tap on My Accounts

  3. Locate that institution on the list and click the three dots "..."

  4. Tap "Add Accounts"

  5. Follow the on-screen instructions.

If this does not work, you will need to tap on Disconnect Accounts and reconnect the entire institution.

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