❓How to View More Than 90 Days of Transactions in Propio

By default, when you connect a client’s bank account in Propio, we automatically import the last 90 days of transactions.

But if you need to work with a longer historical period, whether for onboarding, cleanup, or tax prep, you can activate the Catch Up Add-On.

The Catch Up Add-On gives you extended access to historical transactions of one client. With this upgrade, you can:

• 📅 Pull up to 24 months of bank transactions directly via the bank connection

• 📄 Upload unlimited months of PDF bank statements

• ✅ Perfect for:

  • Onboarding new clients

  • Retroactive bookkeeping

  • Tax season preparation

• $200 USD per client

• One-time payment

1. Go to the client’s page in Propio.

2. In the Configure section, click the gear icon ⚙️.

3. On the new screen, open the Client Details tab.

4. Click the blue button labeled “Catch Up Add-On.”

5. Confirm your purchase by clicking the green “Buy Catch Up Add-On” button.

6. Once activated, Propio will begin importing up to 24 months of historical data.

7. You’ll also be able to upload older PDF bank statements for additional months.

After activation, you’ll see a green downward arrow below the “Catch Up” header on the main Clients screen, just like when a bank account or ledger is connected.

If the client does not have Catch Up active, you’ll instead see an orange exclamation mark (!) in that same location.

If you’re unsure whether Catch Up is right for your use case, send us a message through support chat or book a quick call. We're happy to help.