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Start by confirming whether the issue affects one account, one page, or your entire Miyo session. This makes the next step safer and faster.
  1. Open Accounts and check whether the issue affects one institution or every connection.
  2. Look for a reconnect or attention-required message.
  3. Compare the last successful activity in Miyo with the institution’s own site.
  4. Complete any institution verification request, then retry the connection.
Avoid disconnecting immediately. A disconnect stops future refreshes and may make diagnosis harder.
Confirm the date range, account filter, and transaction type filter. For imported data, check whether the same file was submitted more than once. Compare several records with the source before making broad edits.
Check whether you are comparing current, pending, or statement balances. Review the newest transactions and the account’s last refresh. For a manual account, confirm that every balance-changing entry was recorded with the correct sign.
Review uncategorized transactions, excluded transactions, the selected month, and the active budget mode. Account balances and budget amounts represent different things and do not need to match.
Confirm the email address, then use the password-reset flow if needed. Check for an MFA prompt or expired session message. If the reset email does not arrive, review spam filters before requesting another message.

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Before contacting support

Include:
  • The page where the problem occurred
  • What you expected and what happened instead
  • Approximate time and timezone
  • Browser and device type
  • Whether the issue affects one account or several
Do not send passwords, verification codes, recovery codes, bank credentials, access tokens, or full account numbers.