You can't find this transaction search?
This guide is for filters with the new transaction search.
If you don't see this search within your PocketSmith app, then you are using the legacy transactions search. To learn about filters with the legacy search, head to this guide: Everything you need to know about filters (legacy transaction search).
If you would like to change to the new transactions search, you can do so from User preferences > Your details and option
Creating a filter
Use the transaction search on the Transactions page to isolate a particular group of transactions. Following this, you'll be able to make a filter to apply certain actions to those transactions (existing and any future imported transactions).
- Create a new search on the Transactions page to define the transactions you want to apply the filter to (See user guide: Searching your transactions)
- Once you have run the search and the transactions that match are displayed on the Transactions page, click CREATE FILTER. Note: You may need to open the advanced search options by clicking the icon in the search bar if you haven't already.
- You will then be able to choose what actions you'd like to be applied by the filter
Note
Important: Set your filter up to assign a category as well as any other edits
Any filters that are set up to apply edits to a transaction (e.g. mark as transfer, or edit merchant name) should also be set up to apply a category.
This is because only one category rule or filter can be applied to a transaction, and filters are run first. Therefore, if the filter does not apply a category, the transaction will have any other edits applied but will remain uncategorised.
- If you want this filter to be applied to all matching existing transactions (as well as all future imported transactions that match the search criteria), tick the checkbox Apply filter to matching transactions
- Click SAVE
- Now, all newly imported transactions matching the criteria will have this filter applied to them, if not matched by a previous filter already.
Warning
Triple-check the parameters you are using when setting up your filters so that you do not accidentally apply changes to transactions that you were not meaning to.
For an overview and more information on filters, please see: Everything you need to know about filters.