Add a Manual Bank Transaction

Add a Manual Bank Transaction

Learn how to manually add transactions in Propio.

Sometimes you need to record a transaction that doesn't come through your bank feed — such as a cash payment, a correction, or an offline purchase. This guide walks you through adding a manual transaction in Propio.

Steps

1. Introduction

You will learn how to manually add a bank transaction in Propio, including entering all required details and categorizing the transaction.

2. Click Add Transaction

Navigate to the Transactions section and click the Add Transaction button to begin creating a new manual entry.

3. Enter Vendor Name

Type the vendor or payee name in the vendor field. You can select an existing vendor or create a new one.

4. Select Transaction Date

Click the date field and select the date the transaction occurred using the date picker.

5. Enter Transaction Amount

Enter the dollar amount for the transaction in the amount field.

6. Select Bank Account

Choose the bank account associated with this transaction from the dropdown menu.

7. Enter Description

Add a description or memo for the transaction to provide additional context about the payment.

8. Create Transaction

Click the Create button to save the manual transaction. It will appear in your transaction list for review.

9. Review and Categorize

Review the newly created transaction in the list and assign the appropriate account category before posting.