You can't find this transaction search?
This guide is for filters with the new transaction search.
If you don't see this search within your PocketSmith app, then you are using the legacy transactions search. To learn about filters with the legacy search, head to this guide: Everything you need to know about filters (legacy transaction search).
If you would like to change to the new transactions search, you can do so from User preferences > Your details and option
Filter ordering and how filters are applied
How PocketSmith applies your filters to your transactions
When transactions are imported into PocketSmith they are checked against your ordered list of filters for matches. When there is a match, the actions are applied to that transaction, and the transaction is then removed from further filter checks. Here is a breakdown of the process:
- All newly imported transactions are gathered
- The first filter checks this group of transactions for any matches
- If there is a match with any transactions, those transactions are removed from the group and the filter's actions are applied
- The next filter then checks against the remaining transactions (none of which will have any matches from previously applied filters)
Note
Remember, a transaction can only have one filter or category rule applied to it (filters are not sequential).
The first filter that matches a transaction will be applied, and no further filters or category rules will be run against that transaction.
Ordering your filters to improve how they are applied
It's best to set up your filters so that highly specific filters are given higher priority at the top of your filter list, with more general filters given a lower rank.
This means that the more specific filters will be applied to matching transactions (e.g. merchant includes "Transfer to" + "equal to 200", to be categorised as "Savings Transfer") before more general ones (e.g. "Transfer to" merchant being assigned to "Transfers").
Changing the order of filters
- Head to Manage > Category Rules, Saved Searches and Filters
- Select Filters from the left menu
- Click-and-drag the handles on the left of a filter to change the order
For an overview and more information on filters, please see: Everything you need to know about filters.