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The transaction search criteria: By account

Narrow your transaction search findings by a specific account or accounts.

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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

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Search by specific accounts

  1. Select the account you would like to view
  1. Add any additional criteria, such as a date range or a category, to refine your search even further
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For an overview and more information on the transaction search, please see: Transaction search: An overview

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