Linking an account from a brand new financial institution
Tap on Profile
Tap on My Accounts
Tap the green Link a New Institution button
You'll be prompted to enter your login credentials for this financial institution through a secure provider, Plaid.
Follow the on-screen instructions.
Allow 24-48 hours for all your transactions to load in the app once the connection is confirmed.
Account Types Tracked on the Dashboard
The Debbie app supports tracking specific account types:
Credit Card Accounts: Perfect for monitoring balances and payments.
Savings Accounts: Ideal for keeping track of your savings growth. Please note that only these account types will appear on the main dashboard, while other account types may not be displayed in this section.
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.
Additionally ensure that your bank's connection to third-party apps is enabled.
Linking another account from a bank already linked to Debbie
Tap on Profile
Tap on My Accounts
Locate that institution on the list and click the three dots "..."
Tap "Add Accounts"
Follow the on-screen instructions.
If this does not work, you will need to tap on Disconnect Accounts and reconnect the entire institution.