Payees
Payees are the people or businesses you transact with. Plutus can create payees automatically from imported or synced data.
Typical Payee Workflows
Section titled “Typical Payee Workflows”- Review newly imported payees
- Rename inconsistent entries
- Merge duplicates
- Delete unused payees when appropriate
Why Payee Cleanup Matters
Section titled “Why Payee Cleanup Matters”A clean payee list improves:
- Search results
- Transaction review
- Rule quality
- Insights broken down by payee
Best Practice
Section titled “Best Practice”After importing or syncing a new batch of transactions:
- Review payees
- Merge obvious duplicates
- Create rules for common merchants
- Re-run rules if needed