Starting your PocketSmith transaction history from a specific date

When you first add your bank to PocketSmith, the bank feed attempts to gather and import your transaction history for the last 90 days. If you would prefer to start your PocketSmith history from an earlier or later date than this initial import, the following user guide will show you how!

Removing transactions before a specific date

If you'd like to start your transaction history after the initial import start date, you can do so by removing transactions before that date. This involves creating a filter to delete the transactions.

1. Create a transactions search that shows all the transactions Older than that date, then click CREATE FILTER:

   

2. Name your filter, select 'Delete' from the dropdown menu and click ADD

3. Tick 'Apply filter to XXX matching transactions', then SAVE

   

4. Type DELETE to confirm, then click OK

   

   
   

Legacy transactions search: Removing transactions before a specific date

If you'd like to start your transaction history after the initial import start date, you can do so by removing transactions before that date. 

First, create a transactions search that shows all the transactions before that date. Using the results of your search, you can create a Filter to delete these transactions from PocketSmith.

1. Head to the Transactions page
2. Click on the Magnifying glass to open the Search panel, and select Dates

3. Choose Older than from the drop-down, then select the date you'd like your transaction history to begin. Then click SEARCH

   

   Tip

   If you find the search panel is getting in the way, you can click the magnifying glass icon in order to collapse the search panel whilst maintaining your search results

4. Once you have run the search and the transactions that match are displayed on the Transactions page, click MAKE FILTER

   

5. You will then be able to choose which actions you'd like the filter to apply. Tick Delete

   

   
   
6. Tick the checkbox Apply filter to X matching transactions
7. Click SAVE FILTER

8. You will be prompted to name your filter. Enter a name and click OK to save your filter.

   Now, all transactions matching the criteria will be deleted (including any future transactions imported that match the search criteria)  🙌

Importing older transaction history

To import transactions that are older than those brought in by the initial bank feed import (up to 90 days), upload bank files from your online banking into PocketSmith 🗓. 

The following user guide explains how to import bank files: Importing bank files into PocketSmith