You can't find this transaction search?
This guide is for 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 the legacy search, head to this guide: Using the legacy transaction search.
If you would like to change to the new transactions search, you can do so from User preferences > Your details and options
Creating a saved search
- Select your search criteria and then click SAVE SEARCH
- Give your search a name so that it's easy to find later and click SAVE
- You'll find this saved search in the left side panel of the Transactions page and on your Timeline (Reports > Timeline)
In the example below, I want to create a saved search for all transactions from my Transaction 14000 account for 2024.
For an overview and more information on saved searches, please see: Saved search: An overview