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
Editing filters
You can edit your filters, including renaming them, from the Category Rules, Saved Searches & Filters menu.
- Head to Manage > Category Rules, Saved Searches & Filters
- Select Filters from the left menu
- Navigate to the filter you want to change, click the three-dot menu and select Edit or Rename
- Rename will open a rename window, change the name and click SAVE
- Edit will open up a transactions search on the Transactions page based on the filter. From here, you can adjust the search criteria if necessary
- Click SAVE
- You can then make changes to the actions applied by the filter
- Click SAVE to save the changes
For an overview and more information on filters, please see: Everything you need to know about filters.