How do I Import and Export transactions in Propio?

Propio makes it easy to manually upload additional transactions or export transaction records at any time.

📤 Exporting transactions

To export transactions into an Excel file:

Select the client from the dropdown menu at the top of the Transactions page.
Choose the correct tab depending on what you want to export:
- Pending transactions
- Categorized transactions
- Excluded transactions
Click the Export button at the top left of the page.
✅ Propio will automatically download an Excel file with all the transactions currently displayed in your view.

To manually upload bank transactions from a statement:

Select the client from the dropdown menu at the top of the Transactions page.
Click the Import button on the Transactions page.
Select the Upload File option.
Choose the date range that corresponds to the statement you’re uploading.
⚠️ Note: You must upload one monthly statement at a time.
Select the document type — choose Bank Statement.
Click Select File and upload the PDF from your device.
Click Upload File to complete the upload.
Wait up to 24 hours for Propio to process the statement.
You’ll receive an email notification once the statement is processed and available.
After receiving the confirmation, return to the Transactions page.
Go to the Pending tab — you’ll find the new transactions listed there, ready for validation and categorization.

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