> ## Documentation Index
> Fetch the complete documentation index at: https://help.joinmiyo.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Review and categorize transactions

> Review recent Miyo transactions, search and filter activity, correct categories and transaction types, and keep spending reports useful.

Transactions power your spending totals, budgets, recurring detection, and reports. A short review of new activity is the fastest way to improve every Miyo view.

## Find the transactions that need attention

Open **Transactions**, then use one or more filters:

* Search by transaction or merchant text.
* Choose **Uncategorized** to focus on missing categories.
* Filter by account, type, or date.
* Use **Expenses**, **Income**, **Transfers**, or **Refunds** when a total looks wrong.

## Review a transaction

<Steps>
  <Step title="Open the transaction">
    Select a transaction row to view its details. Confirm the owner, account, date, amount, and type.
  </Step>

  <Step title="Correct the name and category">
    Edit the merchant name or choose the category badge when those controls are available. A category change affects related budget and spending views.
  </Step>

  <Step title="Add useful context">
    Add notes or tags when you will need to find the transaction later. Mark tax-deductible activity only when that label is meaningful to your own record keeping.
  </Step>

  <Step title="Adjust how planning treats it">
    Turn on **Exclude from budgets** for activity that should not count against category budgets. Review transfers carefully so moving money between your own accounts is not treated as spending.
  </Step>

  <Step title="Mark it reviewed">
    Use **Mark as reviewed** after the details are correct. This separates checked activity from items that still need attention.
  </Step>
</Steps>

## Split one purchase across categories

If **Split transaction** appears, use it when one purchase belongs to more than one category. Enter a category and amount for each split line; the lines must reconcile to the original transaction total before Miyo can save them.

<Info>
  Transaction splits, tags, household settle-up tools, and some review controls can depend on your Miyo access or enabled features. If a control is absent, you can still correct the transaction's main category and details.
</Info>

## Export your transactions

Select **Export CSV** from **Transactions** to download the transactions you own. Shared transactions owned by another household member are not included in your personal export.

<Tip>
  Review uncategorized activity before changing a budget. Otherwise, the budget can look underused only because you have not assigned spending yet.
</Tip>