After you've imported your transactions into PocketSmith, you can find them all in the one place on the Transactions page!
Once your transactions are added to PocketSmith you'll want to categorize, edit and organize them in a way that best suits you.
The Transactions page is where you can inspect all the elements of your transactions. Categorizing your transactions, adding labels, creating filters, or removing transactions, can all be done here, too. You can view a full picture across all of your accounts, or view specific accounts by selecting the account from the side panel on the left of the Transactions page.
Finding and filtering have never been easier with the Transactions page's super powerful Search bar. You can easily search your transactions based on many different criteria. If you use the same searches often, you can save a search to easily re-use it later.
Some of my transactions are missing information in the merchant field, what can I do?
For transactions imported automatically by bank feeds, send us a message to let us know which transactions aren’t showing the correct details. For faster results, please send us a screenshot showing the correct information for your transactions as displayed in your bank’s online banking website.
For transactions imported manually using bank files, send us a message with information about which transactions aren’t importing correctly, and attach a copy of the bank file you used so that we can investigate further!
Can I split transactions into different amounts to assign them to different categories?
Indeed! You can split a single transaction into two or more transactions, allowing you to categorize the amounts independently from one another. We’ve got all the details here: Splitting a transaction
Why is my running/historical balance incorrect?
PocketSmith calculates your historical balance by adding/subtracting your transactions from your current balance. If your current balance is correct, any inaccuracies in your historical balances are likely to be due duplicate or missing transactions.
We recommend comparing your historical balances within PocketSmith to those within your online banking to determine where the deviation initially occurs, and then comparing your transactions around that date to see whether there are any missing or duplicate transactions. If you’re unable to determine the cause, please get in touch.
How do I deal with refund transactions or when somebody pays me back?
By default, PocketSmith treats credit transactions as income, and debit transactions as expenses, which works well in most cases, but not if a credit transaction isn't really income, such as a friend paying you back for buying dinner.
In order for the credit transaction to be subtracted from the expense total, and not seen as an income, you can change the category type ‘this is an expense category (any income is a refund)’. You can find more information in our Learn Center: Category types in PocketSmith
How can I view all of the transactions within a category?
You can view all transactions within a category using the Transactions search. Just head to the Transactions page (Accounts > Transactions), click on the Magnifying glass icon in the top right, and select the category from the search options.
Tip: Selecting the magnifying glass icon after your search has executed will collapse the search menu so you can view the full search result columns.
Am I able to review newly imported transactions?
You can review newly imported transactions on the Awaiting Confirmation page. The Awaiting Confirmation page displays lets you review and approve your transactions as they are imported into PocketSmith. You can choose whether you review every single transaction that is imported into PocketSmith or just a specific type of transaction. For example, you might only want to review transactions that have been categorized using automatic categorization from the Bank Feeds.
For more detail please see: Reviewing imported transactions
What's the best way to manage cash transactions in PocketSmith?
If you frequently use cash to pay for things it’s best to set up a cash account. You can learn how to do this here: Steps to create a cash account
Whenever you withdraw cash from one of your bank accounts, you will need to create a corresponding manual transaction in your cash account, assigning both transactions to the same transfer category.
You'll then be able to add transactions to your cash account using the manual input option to reflect your cash spending. As such, the amount of money you have in your wallet should equal the balance of your cash account. For further detail check out our user guide: Dealing with cash transactions
- An overview of the Transactions page
- Editing, deleting or splitting a transaction
- Transactions pie chart
- Exporting your transactions
- Understanding negative values in PocketSmith
- Viewing all the transactions in a category
- Confirming imported transactions
- Starting your PocketSmith transaction history from a specific date
- Dealing with cash transactions
- Adding new categories and categorizing your transactions
- Removing transfers from the transactions pie chart
- Everything you need to know about using labels
- Everything you need to know about using filters
- Dealing with refund transactions
- Using the Search Panel
- Send business expenses to Xero
- Attachment Inbox
- Category types in PocketSmith
- Setting up transfer marking in PocketSmith
- Using the Categorize Items page
- Automatic categorization of transactions from the bank feed and how to turn it on or off