> ## Documentation Index
> Fetch the complete documentation index at: https://help.joinmiyo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Have a Money Date

> Run a focused household Money Date in Miyo: review recent activity, check budget progress, and agree on a short list of next actions together.

A Money Date is a recurring household check-in. Use it to review what changed, decide what needs attention, and leave with a small set of agreed actions.

## A practical agenda

<Steps>
  <Step title="Confirm the shared picture">
    Review the dashboard and any connection warnings. Avoid making decisions from stale or incomplete balances.
  </Step>

  <Step title="Look at recent activity">
    Discuss unusual transactions, category changes, and upcoming recurring charges that affect the household plan.
  </Step>

  <Step title="Review the plan">
    Check categories that are close to or over their planned amounts. Move or revise money intentionally rather than treating the budget as a score.
  </Step>

  <Step title="Choose next actions">
    End with one to three clear actions, an owner for each action, and a date to revisit them.
  </Step>
</Steps>

<Tip>
  Keep private accounts out of the conversation unless the owner chooses to bring them in. A useful Money Date does not require sharing everything.
</Tip>