How do I manage Transfer transactions between accounts in Propio?

🔢 Steps to manage transfer transactions:

Select the client whose transactions you want to work with, using the dropdown at the top of the Transactions page.
Go to the “Pending” tab.
Identify transfer transactions.
- Transfer transactions appear with a locked checkbox next to them (you cannot select them manually).
- This indicates they require special matching, not regular categorization.
Validate the bank account.
- Click the dropdown in the Category field for that transaction.
- Propio’s AI will preselect the bank account it thinks matches.
Review the matching window.
- A popup window will appear, divided into two sections:
  - Left side: Shows the original transaction details (date, amount, originating account).
  - Right side: Shows the matching transaction details from the receiving account, with amount displayed as + or – depending on if it’s a deposit or withdrawal.
Select the matching transaction.
- Confirm the transaction pair by selecting the matching entry.
Click “Confirm.”
- Both transactions of the transfer will now move automatically to the Categorized tab.

If necessary, you can go to the Categorized tab later.
Locate the transfer transaction and recategorize it manually if something needs to be adjusted.

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← Back: How do I categorize and manage transactions in Propio?
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