Debbie

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

How do I link an account?

How to resolve disconnection and sync issues

My accounts keep disconnecting

Steps to take if you can't find your bank through the app.

My financial institution is not listed on Plaid

When your credit or savings accounts aren't showing transactions or counting toward your streaks.

My transactions aren't syncing correctly

How to remove an account from the linked accounts sections to stop tracking transactions.

How do I disconnect an account?

Steps to unlink and reconnect an account to refresh your transaction tracking

How to refresh your account balance

My transactions aren't showing up

We use the platform Plaid for secure connections but this can lead to error outside of the Debbie app.

I got an error linking a bank account

You may have a blue pop-up saying your partner account is pending verification, here is what that means

Why does it say my account is pending verification?

If you open a new credit card, savings, or other account type to an institution you already linked to Debbie- here is how to add that new account.

How to link another account from a bank already linked to Debbie

Jessika Raisor

All about your linked bank accounts and transactions

Linked Accounts

Home

Join Debbie Fam

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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