Ask AI Assistant
Learn Centre
Learn to use PocketSmith

Saved search widget

Keep an eye on recent transactions from any selected saved search with the Saved search widget 🔎

The Saved search widget

Use this widget to keep an eye on any key saved searches set up on the Transactions page, displaying up to 25 transactions.

This can be useful for keeping track of small loan repayments, tax-deductible transactions, or a recent holiday!

📝

Note

You can view details for up to 25 transactions for the selected Saved search. If you need a more expansive view, including more transactions, use the Transactions page to view your saved search instead.


Configuring the Saved search widget

The example below illustrates the Saved search widget configured to show a Saved search for transactions with the 'London' label applied:


No Saved search is selected

If no Saved search has been selected, then the most recent transactions will show in chronological order.

Notion image
 
Did this answer your question?
😞
😐
🤩