Basic Transaction Categorization
Search, select, and post transaction categories effectively.
Basic Transaction Categorization
Learn how to categorize transactions within Propio to maintain accurate bookkeeping records.
Steps
1. Introduction
You will learn the essential steps to search, select, and post transaction categories effectively.
2. Navigate to Bookkeeping Section
Click the Bookkeeping section from the dashboard to access transaction management features.
3. Open Account Search Field
Click the category dropdown field to begin locating the appropriate account for categorization.
4. Enter Account Search Query
You can quickly select the category or enter a keyword in the Search accounts field to find the relevant account.
5. Select Specific Account Category
Select the appropriate account for the transaction.
6. Choose Transaction Row
Click the Select row option to highlight the transaction you want to categorize.
7. Post Categorized Transaction
Click the Post button to finalize and save the categorized transaction. The number by the post button represents how many transactions will be posted.
Summary
You have successfully categorized transactions by searching for accounts, selecting the appropriate category, and posting the changes in Propio. For more information, refer to related articles on transaction management and bookkeeping best practices.