How do I search for and filter transactions in Propio?

• Use the search bar at the top of the Transactions page.

• You can search by:

  • Transaction description

  • Transaction amount

🪄 Tip: Partial words or numbers will still pull matching results.

• Apply filters to narrow down your list:

  • Date range

  • Bank account

  • Transaction description

  • Category (Chart of Accounts)

  • AI confidence level

  • Amount range

• You can combine multiple filters at the same time for even better results.

← Back: Understanding the Transactions Page in Propio
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Next → How do I manage Transfer transactions between accounts in Propio?
Next → How do I edit an existing Chart of Accounts?
Next → How do I Import and Export transactions in Propio?