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How To Use Propio – Step by Step

Transactions

Manage, categorize, filter, export, and edit transactions easily in Propio. Here’s everything you can do on the Transactions page.
General Background
Understanding the Transactions Page in Propio
At the top of the Transactions page, you’ll find a dropdown menu listing all your connected clients. Select the client’s name from the dropdown. Af...
Filters
How do I search for and filter transactions in Propio?
Use the search bar at the top of the Transactions page. You can search by: Transaction description Transaction amount 🪄 Tip: Partial words or num...
Categorization of transactions
How do I categorize and manage transactions in Propio?
Categorizing transactions correctly in Propio ensures your client’s financials stay organized and ready to sync with their ledger. Start by selecting ...
Transfers
How do I manage Transfer transactions between accounts in Propio?
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 . Identif...
Import and Export transactions
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. To export transactions into an Excel file: ...
Edit Chart of Accounts
How do I edit an existing Chart of Accounts?
Go to the left-hand menu . Click Transactions > Chart of Accounts Locate the account you want to modify. You can use the filter by name or number...