Edit Transaction Categorization
Modify and save transaction categories for posted transactions.
Edit Transaction Categorization
Learn how to edit the categorization of transactions within Propio's bookkeeping feature.
If a transaction was categorized incorrectly — whether by you, a team member, or the AI — you can update its category at any time. This guide shows you how to edit a transaction's categorization in Propio.
Steps
1. Introduction
You will learn how to edit the categorization of transactions to ensure accurate bookkeeping records.
2. Navigate to Bookkeeping
Open the Bookkeeping section from the main navigation to access your client's transactions.
3. Open Posted Transactions
Click on the Posted tab to view transactions that have already been categorized and posted.
4. Select Category Dropdown
Click on the category column for the transaction you want to re-categorize. This opens the category dropdown menu.
5. Choose New Category
Select the correct account category from the dropdown list. You can search by typing the account name to quickly find the right option.
6. Select Transaction Row
Click on the transaction row to select it and confirm the updated categorization.
7. Save Changes
Click the Save button to apply the updated category to the selected transaction.
Summary
You have successfully edited the categorization of a transaction in Propio.