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Getting startedAccountsTransactionsTagsReportsMilia AISettings

Milia Docs

Learn how to connect your bank, categorize transactions, run reports, and use Milia AI.
Getting startedGetting startedConnect your bank, categorize your first transactions, and navigate the dashboard.
AccountsAccountsConnect banks, link ledger accounts, and manage your chart of accounts.
TransactionsTransactionsCategorize, filter, split, and bulk-edit journal entries.
TagsTagsCreate, assign, and filter journal entries with org-wide labels.
ReportsReportsIncome statement, balance sheet, cash flow, periods, and comparisons.
Milia AIMilia AIChat sessions, page tools, and what the assistant can access.
SettingsSettingsProfile and workspace deactivation.
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