Categorize Transactions in Bulk
Select multiple transactions and assign them to categories in bulk.
Categorize Transactions in Bulk
Learn how to categorize multiple transactions simultaneously in Propio to save time on bookkeeping.
Steps
1. Introduction
You will learn the steps to select transactions and assign them to the appropriate category efficiently.
2. Select Group of Transactions
Select the group of transactions you would like to edit. This is most helpful when trying to change the category for a group of similar transactions. Note: This pairs powerfully with filtering transactions by vendor or description.
3. Open the Bulk Actions Button
Click the actions dropdown to view the bulk actions options.
4. Open Categorize Transactions Menu
Click "Categorize X transactions as..." to begin assigning a category to the selected transactions. The number after "Categorize" represents the number of transactions that will be edited.
5. Choose the Appropriate Account
Select the appropriate account from the category suggestions to assign it to the transactions.
6. Confirm Categorization
Click Categorize to apply the selected category to all chosen transactions.
7. Post Categorized Transactions
Click Post to finalize and save the categorization of the selected transactions.
Summary
You have successfully categorized multiple transactions in bulk using Propio by selecting the transactions, assigning a category, and posting the changes. For more information, see related articles on transaction management and categorization.