Banking & Import
This section covers how financial data gets into Plutus and how to keep it clean afterward.
In This Section
Section titled “In This Section”- Bank Connections for connected accounts and sync management
- CSV Import for file-based imports
- Payees for cleanup, rename, and merge workflows
Recommended Order
Section titled “Recommended Order”- Connect an account if automatic sync is available
- Use CSV import for any missing history
- Review payees and rules after import