Overview
Plutus is a personal finance app for tracking accounts, transactions, budgets, recurring activity, and long-term financial progress in one shared workspace.
Use this documentation in three passes:
- Start with Why Plutus to understand the product’s goals and scope
- Read Core Concepts to learn the vocabulary used throughout the app
- Follow Quick Start if you want the fastest route to a working setup
How The Docs Are Organized
Section titled “How The Docs Are Organized”- Get Started covers first-time setup and your first successful workflow
- Use Plutus covers the day-to-day product areas like accounts, transactions, budgets, and insights
- Banking & Import covers connected accounts, CSV imports, and payee management
- Settings & Admin covers workspace management, preferences, billing, and security topics
- Reference contains quick lookup material and definitions