❓How do I manually add a transaction in Propio?

Propio allows you to manually add a transaction if needed — perfect for cases where a transaction wasn't pulled from a bank feed or PDF statement.

1. Go to the Transactions page.

2. In the top dropdown, select the client you want to work on.
   💡 You can search by client name in the list.

3. Click the New button near the top of the page.

4. A popup window will appear. Fill in the following details:

   • Merchant Name

   • Transaction Date

   • Amount

   • Category (Chart of Accounts)

   • Description (optional)

5. Click OK to save.
   

✅ The new transaction will now appear in the Pending tab, ready to be reviewed or categorized like any other.

Tip: Use this when adding cash payments, missed expenses, or manual adjustments that don’t come from a bank connection.