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

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
• Record Transfers Between Accounts
• Create and Manage Journal Entries
• Basic Transaction Categorization