Using the Timeline
Timeline (Reports > Timeline) is a place where you can view memories about your finances - like your favorite purchases! Transactions with added notes, images or files will appear on your Timeline.
In this user guide
Timeline overview
Your transactions are a record of your earning and spending history, and PocketSmith holds all of this information for you!
The Timeline feature is like a journal guided by your earning and spending activity, all you need to do is add notes, photos, or files to the transactions that matter to you, and they'll appear on your Timeline.
Use the Timeline feature to document your favourite purchases - collector items, new shoes, favourite holidays, flights purchased, Airbnb stays, delicious drinks, amazing dishes at restaurants, and much more.
The Timeline can be used for a more functional purpose, too - such as documenting visits to the doctor, dentist, childcare costs, or car repairs.
Adding content to Timeline
All you need to do is add notes, images or attachments to your transactions. If you have already spent time doing this, you'll find all of these transactions listed on the Timeline.
For adding files to your transactions, please see: Attaching files and photos to transactions.
For adding notes to a transaction, please see: Add a note to a transaction.
Filtering your Timeline results
If you want to find results on your Timeline for something specific, you can use the sidebar options to filter your results. You can also view your memories by time periods.
Filtering transactions by added content
Use the sidebar on your Timeline to search for transactions based on:
- Notes
- Photos
- Attachments
- All transactions
- Saved Searches
- Accounts
- Categories
Filtering transactions by time
The right-hand side of your Timeline will show a breakdown of years and months. Click the month you'd like to see your memories for and your results will load.
The Timeline page will pull up collections of transactions for each month by default.
To load the next period, select the 3-dot option to see more transactions from this period:
Searching your timeline
Click on the search icon in the far right of the toolbar to perform a keyword search of your Timeline.
