Find your way around Miyo

Area	What you do there
Dashboard	Review your current picture, recent activity, and prompts that need attention.
Money Date	Work through a guided household money check-in.
Recurring	Review charges detected as repeating from your transaction history.
Spending	Explore spending by category and period.
Transactions	Search, filter, categorize, import, and edit activity.
Budget	Switch between Monthly budget for this month’s spending plan and Savings goals for long-term finish lines.
Accounts	Connect institutions or manage manual accounts.
Debt	Track balances and compare payoff approaches.
Household	Invite members and manage household membership.
Privacy	Set account visibility and preview what another member sees.
Categories	Organize income and expense categories.

Area

What you do there

Dashboard

Review your current picture, recent activity, and prompts that need attention.

Money Date

Work through a guided household money check-in.

Recurring

Review charges detected as repeating from your transaction history.

Spending

Explore spending by category and period.

Transactions

Search, filter, categorize, import, and edit activity.

Budget

Switch between Monthly budget for this month’s spending plan and Savings goals for long-term finish lines.

Accounts

Connect institutions or manage manual accounts.

Debt

Track balances and compare payoff approaches.

Household

Invite members and manage household membership.

Privacy

Set account visibility and preview what another member sees.

Categories

Organize income and expense categories.

On mobile, Plan opens the same planning workspace. Use its two view buttons to switch between the monthly budget and savings goals.

Quick actions