Manage Connections
Each connection card shows information such as institution name, connection status, last synced time, and linked accounts.
How Sync Works
Section titled “How Sync Works”Sync is handled automatically — Plutus listens for provider webhooks for near-real-time updates and runs a safety-net job in the background as a backstop. There are no per-connection or per-account sync controls in the UI; you don’t need to trigger anything manually.
Common Actions
Section titled “Common Actions”- Reconnect — Re-authenticate if a connection has expired or needs attention
- Disconnect — Remove the bank connection while preserving existing imported transactions. If you close the last linked account on a connection, Plutus also auto-disconnects the consent at the bank.
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.