Categorising your transactions
Categorising transactions
Categorising transactions: Frequently asked questions
Keeping your transactions categorised helps you to understand your earning & spending and track your budgets.
Categorising transactions: An overview of the different methods
Categorising your transactions is key to see where your money is going and for tracking your budgets.
Categorising transactions: Categorise transactions page
The Categorise transactions page allows you to quickly categorise transactions, add details to your transactions in a simple format, and create category rules all in one place!
Categorising transactions: Transactions page
Check this guide out for tips on categorising transactions on the Transactions page.
Categorising transactions: Categorise by merchant
This page helps you to quickly categorise your transactions by grouping them by their merchant keywords.
Filters
Filters: An overview
You use filters to automatically make changes to transactions at the same time as categorising, such as renaming a merchant, adding labels, marking transfers, and more.
Filters: How to create a filter
Learn how to create a filter.
Filters: How to edit
Find the steps to edit a filter.
Filters: Finding and editing a filter applied to a specific transaction
Learn how to check if your transaction has been filtered.
Filters: Filter ordering and how to edit
The order of your filters is important to understand. Check this guide out for more info!
Filters: How to delete a filter
Find the steps to delete a filter here.
Using a filter to create a transfer cash transaction
Automatically create a transaction in your cash account when you withdraw money from your bank accounts.
Everything you need to know about filters (legacy transaction search)
Let filters do the heavy lifting for you.
Category rules
Category rules: An overview guide
A Category Rule can automatically categorise newly imported transactions for you.
Category rules: How they work
Learn how category rules work.
Category rules: How to create on the Categorise transactions page
See how to create category rules whilst on the Categorise transactions page.
Category rules: How to create within a transaction
Learn how to create a category rule within a specific transaction.
Category rules: Adding a category rule on the Transactions page
Learn how to add a category rule on the Transactions page.
Category rules: How to edit and delete
You can easily make changes to a category rule in order to adjust its application, or you can delete a category rule entirely.
Category rules: How they are ordered and how to edit
Learn about the importance of category rule ordering and how to make changes.
Category rules: Applying a category rule to past transactions
If you need to apply a category rule to past transactions, here’s how.
The difference between category rules and filters
The important differences between a category rule and a filter, and when you might choose one over the other.
Tips for categories
'Archive' old categories
You can utilise an 'archived' parent category and nest your old categories within.
Managing work expenses in PocketSmith
Keeping track of work expenses in PocketSmith is easy, check this guide out for some tips to help.
Managing credit cards within PocketSmith
Check this guide out for tips on handing credit card transactions in PocketSmith.
Managing refund or reimbursement transactions within PocketSmith
How to ensure your refunds and reimbursements don’t show as income in your PocketSmith reports.