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• Start from the dozzop sign-in page on the expected domain.
• Use only the newest magic link; older or already-used links may expire.
• A successful link should return through dozzop's/auth/callbackroute.
• If a link opens localhost, an unfamiliar domain, or an error page, stop and report only the destination and error wording—not the link itself.

Plaid connections are not currently enabled in Production. When enabled later, the connection flow should open Plaid Link, let the owner choose an institution and shared accounts, and return to dozzop. Never send institution credentials to dozzop support.

Balances and transactions are not guaranteed to be real time. Updates may wait for the institution, Plaid, owner consent, a manual refresh, a webhook, or an authorized scheduler run. Pending transactions may change when they post.

Disconnecting stops the Plaid connection and future synchronization but, under the current design, retains normalized historical records. Deleting dozzop data is a separate owner-verified process. Review the Data Deletion page before requesting either action.

Describe what happened, the affected dozzop page, the approximate date and time with time zone, the device/browser, and privacy-safe reproduction steps. Include only non-sensitive request or error codes that dozzop explicitly displays for troubleshooting.

Never send bank credentials, Plaid tokens, access tokens, API keys, magic links, passwords, complete financial exports, or screenshots containing those values.