How do I categorize and manage transactions in Propio?

Categorizing transactions correctly in Propio ensures your client’s financials stay organized and ready to sync with their ledger.

1. Start by selecting a client.

2. Review the AI-suggested category for each transaction.

3. Manually adjust the category if needed or request a new AI suggestion.

4. Select transactions one by one or use the Select All checkbox above the list (next to the Date filter).

5. Review the Send counter (it shows how many transactions are selected). It is on the Save button.

6. Click Save to:

   • Move transactions to the Categorized tab.

   • Post them into the connected ledger.

There are two ways to categorize multiple transactions quickly in Propio, depending on how you want to work:

1. Start by selecting a client.

2. At the top left of the transactions table (next to the Date filter), click the checkbox to select all transactions on the current page.

3. Confirm that the counter on the Save button shows the number of transactions selected.

4. If you have reviewed and accepted the AI-suggested categories, simply click the Save button.

5. ✅ All selected transactions will be categorized and moved to the Categorized tab.

1. Select specific transactions by clicking their individual checkboxes, or use filters to narrow down your list (e.g., by vendor name like "Shell" to group gas station expenses).

2. Once the filtered list appears, click the checkbox next to the Date filter to select all filtered transactions.

3. Click the three dots (...) next to the Save button.

4. Choose "Categorize as..." from the dropdown menu.

5. Select the correct Chart of Accounts category.

6. Click Set Category to apply that category to all selected transactions.

7. Finally, click the Save button to move all categorized transactions to the ledger.

   🪄 Tip:
   Using filters first makes bulk categorization faster and ensures you apply the same category only to transactions that really belong together.

• Option 1: Quick mass sending if you trust AI suggestions.

• Option 2: Full control if you want to bulk categorize manually before sending.

🪄 Tips:

• If you're unsure about a transaction, you can also request a new AI suggestion instead of categorizing it manually.

• Transactions you categorize will be sent to the client's ledger during synchronization.

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🔗Learn more:
How do I load and Edit my client’s Chart of Accounts into Propio if I use Xero?
How do I load and edit my client’s Chart of Accounts into Propio if I use QuickBooks Online?