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Record Transfers Between Accounts

When your client moves money between their own bank accounts, both sides of the transaction need to be recorded as a transfer — not as income or expense. Propio automatically detects potential transfers and suggests matches, so you can confirm them without manual searching.

Steps

  1. Go to your client's Transactions page
  2. Look for transactions marked with a ⚠ question mark icon on the left — this indicates Propio has flagged it as a possible transfer requiring review
  3. Click the toggle arrow (›) on the left of the transaction to expand it
  4. Review the AI-suggested match — Propio will show you the corresponding transaction from the other account with date, account name, and amount
  5. Choose one of the following:
    • Click Confirm Match to record the transfer — both transactions will be linked and excluded from income and expense totals
    • Click This is not a transfer if the suggestion is incorrect and the transaction should be categorized differently
  6. If both transactions were already categorized, Propio will show a Confirm Overwrite Transfers warning — review it and click Create Transfer to proceed, or Cancel to go back

Once confirmed, the transaction will display the matched pair showing both sides of the transfer across accounts.

💡 Tip: Unmatched transfers will distort your client's P&L by appearing as income or expenses. Reviewing transfer suggestions regularly — especially after importing new bank statements — keeps your reports accurate.

Common Issues

  • Don't see a suggested match? The corresponding transaction may not have synced yet. Check that both bank accounts are connected and up to date, then revisit.
  • Seeing the Confirm Overwrite warning? This means one or both transactions were already categorized. Review carefully before confirming — creating the transfer will override the existing categorization.

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