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
Finding and editing a filter applied to a specific transaction
If a transaction has had a filter or category rule applied to it, you're able to see which one was applied when viewing that particular transaction on the Transactions page. From here, you can edit so that it is applied correctly.
- When on the Transactions page, locate and click on the transaction that you want to find the filter for. This will open the edit transaction form
- Click Filtered in the bottom left of the form
- The Filter and its rules will then show, click EDIT FILTER
- This will open up a transaction search on the Transactions page based on the filter. From here, you can adjust the search criteria if necessary
- Click SAVE
- You can then make changes to the actions applied by the filter
- Click SAVE to save the changes
Note
If a Renamed button is showing on the transaction edit form this means your merchant name has been renamed, either manually, or by a filter. If the merchant name has been changed incorrectly by a filter, then you can restore the original merchant name as shown here.
For an overview and more information on filters, please see: Everything you need to know about filters.