Understanding the Transactions Page in Propio

• At the top of the Transactions page, you’ll find a dropdown menu listing all your connected clients.

• Select the client’s name from the dropdown.

• After selecting, Propio will display all bank transactions associated with that client.

🪄 Tip: If you don’t see any transactions, check that you’ve selected the right client, and that their bank accounts are properly connected.

New transactions in Propio can come from two sources:

• Automatic bank sync:
  Transactions pulled directly from the client’s bank account through a previously established connection.

• Manual import:
  Transactions uploaded manually from PDF statements or other sources.

Regardless of how they enter, all new transactions first appear in the "Pending" tab.

• Pending:
  All transactions awaiting validation and categorization.

• Categorized:
  Transactions already categorized and sent to the ledger.
  ➔ You can recategorize if needed.

• Excluded:
  Transactions intentionally left out of categorization.
  ➔ You can unexclude them later if necessary.

• Feedback:
  Transactions needing additional information from the client before categorization.

Next → How do I search for and filter transactions in Propio?
Next → How do I categorize and manage transactions in Propio?
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?