Bank Transactions

Documentation Index

Fetch the complete documentation index at: https://docs.pluvel.com/llms.txt

Use this file to discover all available pages before exploring further.

Transactions flow in from your connected bank accounts. Now what? You need to categorize them (office supplies vs. software vs. that lunch you’re not sure counts as a business expense). You need to spot the duplicates. You need to attach receipts so you’re not scrambling during tax season. This is where that work happens.

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The transaction feed

View transactions in Banking → Transactions:

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Filtering transactions

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Quick filters

• Needs Review — Uncategorized transactions (start here)
• All — Everything
• Income — Deposits and credits
• Expenses — Withdrawals and debits
• Transfers — Between your accounts

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Advanced filters

Narrow down by:

• Date range
• Account
• Category
• Amount range
• Description search

Useful when you’re looking for that one transaction from three months ago.

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Transaction details

Click any transaction to see:

• Full description
• Original bank memo
• Category assignment
• Attached receipts
• Notes
• Audit trail (who changed what, when)

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Categorizing transactions

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One at a time

1. Click the transaction
2. Select a category from the dropdown
3. Add notes if helpful
4. Save

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In bulk

For similar transactions (like 20 transactions from the same vendor):

1. Check multiple transactions
2. Click Categorize
3. Choose the category
4. Apply to all selected

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Auto-categorization

Pluvel learns from your patterns:

• Previously categorized vendors
• Bank rules you’ve created
• Common transaction types

Suggested categories appear with a confidence indicator. High confidence means it’s probably right. Low confidence means double-check.

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Bank rules

Create rules so you don’t categorize the same vendor 50 times: Manage rules in Settings → Banking → Bank Rules.

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Transaction statuses

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Splitting transactions

Sometimes one transaction covers multiple categories. Office supplies and that printer you bought. Or a meal that was half business, half personal.

1. Click the transaction
2. Click Split
3. Add line items with amounts and categories
4. Ensure total equals original amount
5. Save

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Handling duplicates

If the same transaction appears twice (it happens):

1. Click one of the duplicates
2. Click Mark as Duplicate
3. Select the original transaction
4. Duplicate is hidden from reports

Your books stay accurate without deleting anything.

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Excluding transactions

For transactions that shouldn’t appear in your business reports (personal expenses that accidentally went through your business account):

1. Click the transaction
2. Click Exclude
3. Choose reason (personal, duplicate, error)

Excluded transactions remain visible for reference but don’t affect financial reports.

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Attaching receipts

Add supporting documents for the transactions that need them:

1. Open the transaction
2. Click Add Receipt
3. Upload image or PDF
4. Or forward receipts to your unique Pluvel email address

Receipts are stored with the transaction. When your accountant asks for backup on that $2,400 equipment purchase, you’ll have it.