The Transactions column as a banner widget
The transaction column widget can be configured as a banner or a column widget. Both will display the total amount earned and spent, as well as the average for each column across the period.
The banner widget is best suited for more extended periods of time, or when you want to see a more granular breakdown (e.g., daily transaction grouping across a month, or weekly transaction grouping across a quarter).
The Transactions column as a column widget
The Transactions column widget is more compact than the banner version and better suited for viewing shorter periods of time.
How the average amounts are calculated in the Transactions Column widget
The average earned and average spent values shown in the Transactions column widget are calculated by dividing the total by the number of columns displayed on the graph.
For example, the above widget shows $8,927.40 earned over a quarter, divided into three monthly columns, which gives an average earned of $2,975.80 per month.
The example below shows earning and spending over a month, broken down into weekly groupings.
The graph is broken into five columns to reflect five weeks (including partial weeks). As such, the average earned is calculated by taking the total earned $3,180.80 divided by 5, which gives an average of $636.16:
Configuring the Transactions column widget
Easily customise the widget to show you the exact information you are after.
You can even create multiple widgets, each configured to include different accounts or categories!
Custom widget title
Give your widget it’s own name if you’d like to!
Get transactions using
Choose Filter options to use the widget configuration settings, customised to your liking, or use Saved search to have the Transactions column widget results reflect an existing Saved search.
View options
Savings and deficit:
When selected, each column in the graph reflects the total amount of income less any expenses, giving you a net savings or deficit for each period, ie. the 'Difference':
When this is not selected, the graph will show an income and an expense column for each period. The 'Difference' will still show when hovering over the relevant period:
Extra options
Distinguish debit and credit transactions by category type:
If this option is enabled, transactions within the widget will be organised into income or expense based on the type of category that they belong to, instead of the positive or negative amount of the transaction itself.
For example, if you received a refund in your Groceries category, and the category was set up as an expense category, the refunded amount would be deducted from the total spend for the relevant period rather than reported as income. For more on category types see: Category types in PocketSmith
Transaction grouping:
The transaction grouping option refers to the period of time each column reflects. Choose between Daily, weekly, monthly, quarterly, or yearly. You can also use Auto to let PocketSmith make the choice for you.
If you select Auto grouping, PocketSmith will choose the grouping for you. This is based on the selected date range and the most suitable grouping to ensure a balanced number of columns is displayed. This typically ranges from 6 to 8 columns, depending on whether you are using the column or banner widget.
Why do my Transactions Column Widget totals not match my Earning and Spending or Sankey widget totals?
By default, the Transactions column widget shows the amounts earned and spent based on the positive or negative amounts of the transactions themselves, summed to show your total income and expense over a given period.
However, the total earned and spent amounts in the Earning and Spending widget and Sankey widget are based on the category totals - which take into account the category type applied to each category. This means that refunds or credit transactions within an Expense type category are deducted from the total spend rather than reported as income contributing to your overall income total. Similarly, any debit transactions within an income category are deducted from the total earned within that category, rather than reported as part of your total spending.
For example, if you received a refund in your Groceries category (set up as an expense category), the refunded amount would be deducted from the total spend for the relevant period rather than reported as income in the Earning and Spending widget. For more on category types, see: Category types in PocketSmith
Aligning the widgets
If you'd prefer your widgets to show the same earned and spent amounts, you'll just need to edit the widget settings for the Transactions column widget, choosing the option to ‘Distinguish debit and credit transactions based on category type’.
Additionally, ensure that you have the same options selected across widgets for uncategorised and transfer transactions. Once that has been saved, your widgets should be aligned ✨. For more on configuring widget settings see: Configuring individual widget settings