Multi-Bank Testing Guide for TestFlight

TESTING_GUIDE.md

Leeway Multi-Bank Testing Guide

Welcome! This guide will walk you through testing Leeway's new multi-bank account feature. You'll connect two test bank accounts and verify that insights are generated correctly.

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What You'll Need

• iPhone with Leeway version 1.3.1 from TestFlight installed
• About 10-15 minutes
• This guide open for reference

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Test Credentials

When connecting bank accounts, you'll be asked to select a test user. The password can be any string (e.g., 1234, test, asdf — it doesn't matter).

You'll connect two different test users (these simulate different bank accounts):

1. First account: user_yuppie
2. Second account: user_small_business

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Step-by-Step Instructions

Step 1: Open Leeway and Sign In

1. Open the Leeway app from TestFlight (make sure it's version 1.3.1)
2. Sign in with your account (or create one if needed)

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Step 2: Connect Your First Bank Account

1. Tap on "Connect Bank" or navigate to bank settings
2. You'll see the Plaid connection screen
3. Search for and select "First Gingham Credit Union" (this is Plaid's test bank)
4. You'll see a login screen like this:

5. Enter user_yuppie as the Username
6. Enter any password (e.g., 1234)
7. Tap Submit
8. Complete the connection flow
9. Wait for transactions to sync (you'll see a loading indicator)

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Step 3: Verify First Account Connected

1. You should see transactions appearing in the app
2. Wait for insights to generate (this may take 1-2 minutes)
3. Once insights appear, take a screenshot of:
   • Your yearly spending total
   • The insights card on the home screen

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Step 4: Connect Your Second Bank Account

1. Go to bank/account settings
2. Tap "Add Another Bank" or "+"
3. Again select "First Gingham Credit Union"
4. Important: You'll see your previous username pre-filled. Tap "Log in with different credentials" at the bottom:

5. Enter user_small_business as the Username
6. Enter any password (e.g., 1234)
7. Tap Submit
8. Complete the connection flow

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Step 5: Verify Insights Regeneration

After connecting the second account, you should see:

1. "Updating insights..." overlay appears on the insights card
2. The overlay should show "Adding transactions from new account"
3. After 1-2 minutes, new insights should appear with combined data from both accounts

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Step 6: Capture Your Results

Please take screenshots of:

1. Home screen showing the insights card
2. Yearly spending view with the combined total
3. Connected banks list showing both accounts
4. Any insights that were generated

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What to Report

Please send us:

1. Screenshots of the items listed above
2. Your yearly spending total (the dollar amount shown)
3. Number of insights generated (how many insight cards do you see?)
4. Any issues encountered (errors, crashes, confusing UI, etc.)

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Troubleshooting

"Not Enough Transactions" error

• This should clear automatically when the second account is connected
• If it persists after both accounts are connected, please report it

Insights not updating after second account

• Wait up to 2 minutes for the sync to complete
• If the "Updating insights..." overlay disappears but insights look the same, please report it