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
Steps to delete a filter
If you need to delete a filter, follow the steps below:
- Head to Manage > Category Rules, Saved Searches and Filters
- Select Filters from the left menu
- Find the filter you want to delete, then click the three-dot menu and select Delete
- A confirmation pop-up will then show, click OK to confirm the deletion
Warning
Ensure you want to delete this filter before proceeding. Deleting a filter will leave previously filtered transactions as they are, but no newly imported transactions will have the filter applied.
For an overview and more information on filters, please see: Everything you need to know about filters.