Add a Manual Bank Transaction
Not every transaction comes through your bank feed. When a client pays cash, makes an offline purchase, or you need to correct a record, you can enter it manually in Propio — keeping the books complete without waiting on a sync.
Before You Start
Make sure you have the bank account already set up in Propio and the transaction details on hand: merchant name, date, amount, and category.
Steps
00:00: This article explains how to manually add a transaction to the transactions table.
00:05: You will learn the steps to input transaction details and complete the process in a
00:09: few steps.
00:11: You need to click on "Add" on the upper right,
00:12: then "add transaction", and complete all the information, including Merchant Name,
00:17: Category and Description.
00:21: Don't forget to add the category and Description.
00:28: Once you completed all fields, click on "Create Transaction".
00:32: And that's it!
00:33: You can now visualize the transaction in the Review tab.
00:38: You have successfully learned how to manually add a transaction to the transactions
00:42: table, including selecting merchants, entering expense details, and confirming
00:46: the transaction. For more information, refer to the related articles section below.
- Go to Transactions and click Add → Add Transaction
- In the pop-up, complete the following fields:
- Merchant — Select an existing vendor or type a new one
- Date — Select the date the transaction occurred
- Amount — Enter the dollar amount
- Bank Account — Choose the account from the dropdown
- Category — Search and select the account or subaccount
- Description — Add a memo for additional context
- Click Create Transaction to save
The transaction will appear in your list, ready for review.
💡 Tip: Common reasons to add a manual transaction include cash payments, corrections to existing entries, owner contributions or draws, and prepaid expenses. If you're recording a more complex adjustment, consider using a Journal Entry instead.
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