Use this when you want supported account and transaction data to refresh through Plaid. Availability depends on Miyo access, your institution, and Plaid approval.
Connect a bank
Review what Miyo requests and what to expect after linking.
Use a CSV when your bank can export transaction history but you do not want a persistent connection. Miyo can auto-detect common formats, and you can select a bank format when needed.
Import a CSV
Prepare a file and understand imported, duplicate, and skipped rows.
Use Open YNAB import from the first-data chooser when you are switching from YNAB. Review the import summary before treating Miyo as your new source of planning data.
Use a manual account for cash, an unsupported institution, a private balance you only want to maintain yourself, or a quick setup without transaction history.
A small first setup is better than an incomplete full setup. Add the account you use most, review the result, then add the rest.
