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Plutus DOCS
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Introduction
Overview
Why Plutus?
Core Concepts
Get Started
Quick Start
Create Your Workspace
Add Your First Account
Import Your First Transactions
Use Plutus
Accounts
Transactions
Overview
Add & Edit Transactions
Filter, Search & Bulk Actions
Transfers
Budgets
Overview
Set Budget Amounts
Rollover & Targets
Categories
Tags
Recurring Transactions
Overview
Create Recurring Transactions
Track vs Generate
Rules
Insights
Overview
Spending Insights
Net Worth
Banking & Import
Overview
Bank Connections
Overview
Connect a Bank
Manage Connections
Troubleshooting Bank Sync
CSV Import
Payees
Settings & Admin
Overview
Workspace & Members
Account Preferences
Billing
Privacy & Security
Reference
Keyboard Shortcuts
Statuses & Definitions
Troubleshooting
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Settings & Admin
This section covers the parts of Plutus that shape how your workspace is run.
In This Section
Section titled “In This Section”
Workspace & Members
Account Preferences
Billing
Privacy & Security
