Help topic
Transactions
Import, organise, search, and maintain your activity.
Import transactions from CSV Map a bank export into Plutus and review the result before relying on it.Add and edit transactions Record individual activity and correct imported transaction details.Find, filter and bulk edit transactions Narrow a large transaction list and update related entries efficiently.Record transfers Represent money moving between your own accounts without counting it as spending.Categories, tags and payees Give transactions a consistent structure without losing useful detail.Automate transactions with rules Apply repeatable payee, category, tag, and transaction changes safely.