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.