Manage Connections
Each connection card shows information such as institution name, connection status, last synced time, and linked accounts.
Common Actions
Section titled “Common Actions”- Sync Now — Trigger a manual sync for a single connection
- Sync All — Sync all connections at once, if available in your environment
- Toggle Account Sync — Enable or disable syncing for individual linked accounts
- Reconnect — Re-authenticate if a connection has expired or needs attention
- Disconnect — Remove the bank connection while preserving existing imported transactions
Category Mapping
Section titled “Category Mapping”Provider metadata can help Plutus categorize imported transactions. Review your categories and rules after import so historical and future transactions land where you expect.
Payee Cleanup
Section titled “Payee Cleanup”Imported data often improves after a first cleanup pass. See Payees for rename and merge workflows.