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Importing is useful when you start with a manual account, move from another budgeting tool, or need history that a connection did not provide.

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Before you import

  • Create the destination account in Miyo.
  • Export transactions from your institution or budgeting tool.
  • Keep the original export unchanged until the import succeeds.
  • Review the file for dates, descriptions, and amounts you recognize.

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Supported CSV starting points

Miyo includes mappings for Chase, Bank of America, Wells Fargo, Capital One, and generic CSV layouts. The importer validates file size, row count, field length, and unsafe spreadsheet formulas.
1

Open the importer

Open Transactions, then select Import transactions from the add menu or import page.
2

Choose the source and account

Select the matching institution format or the generic mapping, then choose the Miyo account that should receive the records.
3

Review the preview

Confirm that dates, descriptions, and positive or negative amounts are interpreted correctly before continuing.
4

Complete and verify

Finish the import, then compare several records and the account balance with the original source.

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Duplicate handling

Miyo checks a combination of transaction date, amount, and description to reduce duplicate imports. Similar legitimate transactions can still require review.
Do not repeatedly import the same file while an earlier attempt is still processing. Check the transaction list and import history first.

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Moving from YNAB

Choose the dedicated Import from YNAB path from the transaction import page. Preserve your original YNAB export as a backup until you have reviewed the result in Miyo.