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Plutus DOCS

CSV Import

CSV import is useful when:

  • Your bank is not connected
  • You want to backfill historical transactions
  • You prefer a file-based workflow

Import Steps

Section titled “Import Steps”
  1. Navigate to the import flow in Settings
  2. Select the target account for the imported transactions
  3. Upload your CSV file
  4. Map the columns in your CSV to Plutus fields such as date, amount, and payee
  5. Review the preview and click Import

Import Tips

Section titled “Import Tips”
  • Import regularly to keep your records up to date
  • Watch for possible duplicates
  • Review imported transactions to ensure correct categorization
  • Set up Rules beforehand to auto-categorize imported transactions