Add money in and out
Four ways to get transactions into Bizer: by hand, by photo, by CSV, or by connecting an account.
Four ways in
- + Add — enter it manually: money in or out, amount, date, category,
vendor or payer, and a note.
- Receipt (📷) — snap a photo. Miles extracts the amount, date, vendor, and
category for you to confirm. This is the fastest path, and it works from the passenger seat.
- CSV (📄) — bulk-import from a bank export.
- Connect accounts — QuickBooks, Stripe, Square, WooCommerce, Shopify, PayPal,
FreshBooks, or your bank via Plaid. Transactions then sync automatically. See Connect your accounts.
Keeping it honest
Connected accounts sync on their own; Refresh now in Connections pulls the latest immediately. If the same transaction lands twice — once from a photo and once from the bank feed — Reconcile flags possible duplicates so you can clear them.
Categories
Category is what makes the cost breakdown and the Schedule C summary useful later. It takes two seconds at entry and hours to reconstruct in April.
