--- title: Add a Manual Bank Transaction description: Learn how to manually add and categorize transactions in Propio. --- [Skip to content](https://help.joinpropio.com/en/add-a-manual-bank-transaction#main-content) - [English](https://help.joinpropio.com/en/add-a-manual-bank-transaction) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/agregar-una-transacción-bancaria-manual) English Show submenu for translations [![teal-logo-2](https://help.joinpropio.com/hs-fs/hubfs/teal-logo-2.jpg?width=169&height=55&name=teal-logo-2.jpg)](https://help.joinpropio.com/?hsLang=en) Open main navigation Close main navigation - - [English](https://help.joinpropio.com/en/add-a-manual-bank-transaction) - [Español - Estados Unidos](https://help.joinpropio.com/es-us/agregar-una-transacción-bancaria-manual) English Show submenu for translations This is a search field with an auto-suggest feature attached. - There are no suggestions because the search field is empty. 1. [Propio Knowledge Base](https://help.joinpropio.com/en?hsLang=en) 2. [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en) 3. [Manual Entry](https://help.joinpropio.com/en/transactions?hsLang=en#manual-entry) # 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. 1. Go to **Transactions** and click **Add → Add Transaction** 2. 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 3. 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. **Related Articles** - [Split Transactions](https://help.joinpropio.com/en/split-transactions?hsLang=en) - [Record Transfers Between Accounts](https://help.joinpropio.com/en/record-transfers-between-accounts?hsLang=en) - [Create and Manage Journal Entries](https://help.joinpropio.com/en/create-and-manage-journal-entries?hsLang=en) - [Basic Transaction Categorization](https://help.joinpropio.com/en/basic-transaction-categorization?hsLang=en) - [Getting started](https://help.joinpropio.com/en/getting-started?hsLang=en) - [Transactions](https://help.joinpropio.com/en/transactions?hsLang=en#main-content) - [Manual Entry](https://help.joinpropio.com/en/transactions?hsLang=en#manual-entry) - [Import](https://help.joinpropio.com/en/transactions?hsLang=en#import) - [Categorization](https://help.joinpropio.com/en/transactions?hsLang=en#categorization) - [Journal Entries](https://help.joinpropio.com/en/transactions?hsLang=en#journal-entries) - [Tags](https://help.joinpropio.com/en/transactions?hsLang=en#tags) - [Advanced](https://help.joinpropio.com/en/transactions?hsLang=en#advanced) - [Banking & Reconciliation](https://help.joinpropio.com/en/banking-reconciliation?hsLang=en) - [Reports](https://help.joinpropio.com/en/reports?hsLang=en#main-content) - [Profit and Loss](https://help.joinpropio.com/en/reports?hsLang=en#profit-and-loss) - [Balance Sheet](https://help.joinpropio.com/en/reports?hsLang=en#balance-sheet) - [Tax Reports](https://help.joinpropio.com/en/reports?hsLang=en#tax-reports) - [AI Reports](https://help.joinpropio.com/en/reports?hsLang=en#ai-reports) - [Trial Balance](https://help.joinpropio.com/en/reports?hsLang=en#trial-balance) - [Advanced](https://help.joinpropio.com/en/reports?hsLang=en#advanced) - [Migration & Chart of Accounts](https://help.joinpropio.com/en/migration-chart-of-accounts?hsLang=en) - [AI Categorization](https://help.joinpropio.com/en/ai-categorization?hsLang=en) - [Contacts](https://help.joinpropio.com/en/contacts?hsLang=en) - [AI Assistant](https://help.joinpropio.com/en/ai-assistant?hsLang=en) - [Organization Management](https://help.joinpropio.com/en/organization-management?hsLang=en) - [Communications](https://help.joinpropio.com/en/communications?hsLang=en) - [Bank Integration](https://help.joinpropio.com/en/bank-integration?hsLang=en) - [Industry Guides](https://help.joinpropio.com/en/industry-guides?hsLang=en#main-content) - [Real Estate](https://help.joinpropio.com/en/industry-guides?hsLang=en#real-estate) [![Propio-logo-teal-2](https://help.joinpropio.com/hs-fs/hubfs/Propio-logo-teal-2.png?width=112&height=35&name=Propio-logo-teal-2.png "Propio-logo-teal-2")](https://help.joinpropio.com/?hsLang=en)