All features

Rules

Define how transactions should be handled once, then let Plutus apply that logic forever — so categorising, tagging, and renaming happens automatically, on every import.

Plutus rules list showing conditions and actions Plutus rule editor showing condition match and action setup

Match by anything

Trigger on payee, amount, account, description — combine conditions to make rules as specific as you need.

One rule, many actions

Set a category, add tags, rename a payee, all in a single rule. No need to chain rules to do the obvious.

Set and forget

Rules run automatically on every imported or synced transaction. Once written, you can forget they exist.

Apply across your history

A new rule isn't just for future transactions — apply it to your past in one click.

Edit without rewriting

Change a rule and re-apply, or leave history alone — your call.

Pause without deleting

Disable a rule when you don't want it firing for a while, then re-enable it later. No data loss, no rebuilding.

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