Find a transaction
Use search and filters to narrow the list by account, category, or transaction type. Pagination keeps longer histories manageable.Add or edit a transaction
You can create a manual transaction from the header add menu or the Transactions page. When you edit a transaction, you can update details such as its category and notes. Miyo also supports metadata for excluding a transaction from budgets and marking eligible records as tax-deductible.Categorize activity
Assign a category when a transaction is uncategorized or when the suggested category is not useful. Your category choices affect spending and budget views.Transactions can come from manual entry, a connected account, an import, automatic categorization, or a transaction rule. Review important records rather than assuming every source is complete.
Remove a transaction
Deleting a transaction removes it from normal views without immediately destroying the underlying record. If a connected institution sends the transaction again, its source data can affect what happens next.Import a transaction history
Bring in a supported CSV export or import from YNAB.
Manage categories
Create, edit, or remove the categories used across transactions, budgets, and reports.
Create transaction rules
Automate repeated categorization and merchant cleanup with a Premium membership.