Transactions

Transactions are the core of your financial data in Plutus. Every inflow and outflow is recorded as a transaction.

Use the pages in this section for the main transaction workflows:

• Add & Edit Transactions for manual entry and day-to-day updates
• Filter, Search & Bulk Actions for reviewing large sets of transactions efficiently
• Transfers for movement between your own accounts

Transaction Statuses

• Pending — Transaction has not cleared yet
• Cleared — Transaction has been processed by the bank
• Reviewed — Manually verified as correct

Importing Transactions

You can get transactions into Plutus in three main ways:

• Automatic bank sync
• CSV import
• Manual entry

See Import Your First Transactions if you are just getting started.