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Plutus DOCS

Quick Start

Welcome to Plutus Finance! This guide will walk you through setting up your account and getting started.

If you want more detail for any step, use the focused setup pages linked throughout this guide.

Create Your Account

Section titled “Create Your Account”
  1. Visit plutusfinance.app and click Sign Up
  2. Enter your name, email, and password
  3. Check your inbox and click the verification link

Set Up Your Workspace

Section titled “Set Up Your Workspace”

After verifying your email, you’ll be guided through onboarding:

  1. Enter a name for your Workspace (e.g., “The Smiths”)
  2. Your Workspace is a shared financial workspace where all accounts, transactions, and budgets live
  3. You can invite family members later from Settings

See Create Your Workspace for more detail.

Add Your First Account

Section titled “Add Your First Account”

There are two ways to add accounts:

Section titled “Connect your bank (recommended)”
  1. Start the bank connection flow
  2. Choose your financial institution from the supported provider list
  3. Complete the secure authorization flow
  4. Select which accounts to link
  5. Transactions will sync automatically where supported

Add manually

Section titled “Add manually”
  1. Navigate to Accounts in the sidebar
  2. Click Add Account
  3. Select the account group (Cash & Savings, Investment, Physical Asset, or Debt)
  4. Enter the account name and starting balance
  5. Click Save

See Add Your First Account for a fuller walkthrough.

Record or Import Transactions

Section titled “Record or Import Transactions”
  • Bank connections sync transactions automatically
  • Manual entry — Navigate to Transactions and click Add Transaction
  • CSV import — Go to Settings > Data > Import to upload a CSV file from your bank

See Import Your First Transactions for the setup paths.

Next Steps

Section titled “Next Steps”