Balancing a checkbook ledger

How To Add A Linked Account

June 29, 2023

Web App Instructions

When adding an account in Ploutos Budget you can choose to have it be linked to your financial institution or not. When it is linked all of your transactions for spending type accounts or holdings for investment type accounts will be pulled in automatically. If you choose to not link it you will just add in your transactions or investment holdings manually when they happen.

Note: You can change your mind at any time and link or unlink an account.

  1. Press the Add Button in the bottom navigation.
Press add button
  1. Press Link.
Create drawer
  1. Press Connect and Continue.
Connect account
  1. Select your financial institution.
  2. Enter your credentials and follow the prompts.
  3. Select any (or all) of the accounts you would like to link to Ploutos Budget and then press Continue.
  4. Now press Done.
Connect account

  1. Press the Add Button in the bottom navigation.
Press add button
  1. Press Account.
Create drawer
  1. Select Account Type.
  2. Give this account a Name.
  3. Select your Link that you just created.
  4. Enter in your account Balance.
    • No balance needed for Investment type accounts.
  5. Press Save.
Filled out account form

You can at any point link an unlinked account and vice versa. Once an account is linked any new posted transactions will show up in the dashboard waiting for you to categorize them. You can see pending and posted linked transactions on the Account tab.

Note: Only posted linked transactions can be added to your budget.

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