Editing transactions
You can edit many elements of a transaction, either one at a time or in bulk.
Learn how to edit transaction details, add notes or labels, and split transactions.
If you want to delete transactions, see: Deleting transactions
In this user guide
Editing a single transaction
There may be times when you want to edit the details of a single transaction. You can edit the following parts of a transaction:
- Date
- Merchant name
- Category
- Amount
- Transaction type
Mark as a transfer
(see also Setting up transfer marking in PocketSmith)
- Notes
- Labels
- Splitting the transaction (see Splitting a transaction)
Steps to edit a single transaction
- Head to the Transactions page
Click on the transaction and the transaction will become editable
- Edit the parts of the transaction that you'd like to change
- Click Save
Note
- If a Renamed button is showing on the transaction edit form this means your merchant name has been edited or renamed, either manually, or by a filter. If the edited merchant name isn't correct, then you can restore the original merchant name as shown here
Similarly, if a Filtered button is displayed, this means the transaction has been edited in some way by a filter or category rule, hover over the button to see the details of the filter or category rule.
If a transaction was incorrectly edited or renamed by a filter or category rule, you'll need to edit the filter or category rule to prevent similar transactions being incorrectly edited in the future. For more detail about editing filters see: Everything you need to know about filters. For more details about editing category rules see: Editing & deleting category rules.
Tips
You can edit a transaction field in one click by clicking directly on that field. It will open the transaction edit form with that field in focus.
You don't need to get out a calculator if you want to do a simple calculation in the amount field. Just type your calculation in the amount field to subtract (-), add (+), multiply (x) or divide (/) and then hit enter to get the result 🧮
Editing multiple transactions in bulk
If you would like to edit multiple transactions at the same time, the following actions can be applied in bulk:
- Rename to
- Categorize as
- Label with
- Mark as transfer
- Unmark as transfer
- Delete
Steps to edit multiple transactions
Use the search panel to locate the transactions you would like to edit in bulk.
For example, if you are searching for all transactions from a particular merchant, enter the merchant keyword in the search panel under 'Merchant includes' then click SEARCH.
Tip:
To collapse the search panel and view your search results, click the magnifying glass in the top right of the panel
- Use the checkboxes to the left to select the transactions you want to edit. Use the checkbox in the top corner to select all transactions listed on the page.
- Select More... from the toolbar
- Choose the actions you would like to apply from the drop-down menu
- Click Apply actions to apply these changes to all of the selected transactions
Splitting a transaction
Splitting transactions is simple in PocketSmith! 🖖 🧮
Learn how to split a transaction into two or more transactions here: Splitting transactions
Restoring the original merchant name to a transaction
Occasionally, a filter may incorrectly rename a transaction. If so, you can restore the original merchant name to the transaction following the steps below.
- Locate the transaction you want to restore to the original merchant on the Transactions page
- Click on the transaction to open the full transaction
- Click Renamed
- The original merchant will then show, click on Restore
- The merchant name in the form will then change to the original merchant, click Save to confirm the change
FAQ
Can I move transactions to another account?
It isn't possible to easily move transactions into a different account. Instead of moving transactions to another account, you can group accounts together instead. This is useful if you have an old and new account and want all of their transactions to show in the same place. Learn more here: Everything you need to know about grouping accounts.
Another option is to export the transactions for the account into a CSV file and then import this CSV into the other account.