Use Filters to have PocketSmith automatically organize your transactions just the way you like!

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Filters Overview

Filters are great if you want to make changes to transactions automatically, such as renaming a merchant, adding labels, marking transfers and more. 

How to use filters

Use the search panel on the Transactions page to locate groups of transactions that are alike, to edit this group, click Make filter.  Apply the changes you'd like to make to these transactions, and Save. Easy! 

Filters Articles

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