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CSV import adds a file of transactions to one Miyo account. It works well for an unsupported bank, a manual workflow, or historical data that a linked connection did not provide.

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Prepare the file

  • Export transactions as CSV from your financial institution.
  • Keep the file at or below 4 MB and 10,000 rows.
  • Do not combine different financial accounts in one file.
  • Keep the original file until you have reviewed the import result.

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Import transactions

1

Open the importer

Open Transactions and select Import CSV.
2

Select an account

Choose the Miyo account that should own every transaction in the file, then select Continue.If the account does not exist, add a manual account first.
3

Choose a bank format

Leave Bank Format on Auto-detect first. If Miyo cannot recognize the columns, return and select the matching institution format.
4

Upload the CSV

Drag the file into the upload area or select it from your device, then choose Import Transactions.
5

Read the result

The completion screen separates Imported, Duplicates, and Skipped rows. Save these counts if the result is unexpected.
6

Review the imported activity

Select View Transactions, filter to the destination account, and verify dates, signs, descriptions, and categories.

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What the result means

Import into the wrong account can make account history and reports misleading. Stop after the result screen and contact support if a large file went to the wrong place.

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Reimporting the same file

Miyo checks for duplicates, so reimporting the same file should not create a second copy of every matching row. Small changes in a bank export can make a row look new, though, so always review the duplicate count and recent activity.

Fix an import problem

Troubleshoot columns, signs, duplicate counts, and the wrong destination account.