Transactions
Transactions
Transactions
After you've imported your transactions into PocketSmith, you can find them all in one place on the Transactions page!
Using the Transactions page
The Transactions page is where you can see all of your transactions in one place.
Transactions page graphs and charts
Have a look through this guide for some information on the Transactions page graphs and charts.
Viewing all the transactions in a category
Fine-tune the transactions that are displayed on the Transactions page - learn more here about how to view your transactions based on just one category, or view transactions in a number of selected categories!
Adding manual transactions to a bank account in PocketSmith
You can add manual transactions to an account from the Transaction page, though this is only recommended in certain use-cases.
Exporting your transactions
You may wish to export transactions from your PocketSmith account. You can export specific transactions, or you can export all of your transactions.
Removing transfers from the Transactions page pie chart and bar graph
Learn how to remove transfers from the Transactions page graphs
Editing, splitting or deleting transactions
Editing transactions
You can edit many elements of a transaction, either one at a time or in bulk.
Splitting transactions
You can split a single transaction into two or more transactions so that these can then be assigned to different categories.
Deleting transactions
You may want to delete some of your transactions for various reasons, though this cannot be undone, so read through this guide for guidance.
Transaction confirmation settings
Confirming imported transactions
Confirming your transactions on the Awaiting confirmation page is a useful way to double-check categorisation and edits made to your transactions.
Cash transactions
Dealing with cash transactions
If you frequently use cash to pay for things, you may want to create a cash account in PocketSmith to track these transactions.
Using labels in PocketSmith
Labels: An overview guide of all you need to know
Labels allow you to tag transactions independently of categories. Use labels to easily see groups of related transactions across categories, such as tax deductibles, holidays, or large projects.
Labels: Using labels
Learn about labels in PocketSmith.
Labels: Examples
Check out some examples of using labels in PocketSmith.
Labels: Adding labels to transactions
Find the steps to add labels to transactions.
Labels: Replace or delete a label
How to replace or delete a label.
Labels: Using the Dashboard to report based on labels
Some tips on using the Dashboard to highlight transactions with labels applied.
The transaction search
Transaction search: An overview
Learn how to use the transaction search.
Transaction search: How to create a new search
Learn how to create a new transaction search.
Using the legacy transaction search panel
You can easily search your transactions based on different criteria.
The transaction search criteria
The transaction search: Search criteria
Use this guide for a closer look at the transaction search options.
The transaction search criteria: By date
Search for transactions on particular dates or timeframes.
The transaction search criteria: By amount
Look up transactions with different parameters to do with the transaction amounts.
The transaction search criteria: By categories
Explore transactions assigned to a particular category or categories.
The transaction search criteria: By account
Narrow your transaction search findings by a specific account or accounts.
The transaction search criteria: By merchant keyword
Look up transactions that contain or do not contain certain merchant keywords.
The transaction search criteria: By labels
Search for transactions that have a label or labels attached.
The transaction search criteria: By transaction type
Narrow your transaction search results by different transaction types.
Saved searches
Transaction search: Saved searches: An overview
Learn how to create, edit or delete a saved search with the new transaction search.
Saved searches: How to create a saved search
Learn how to create a saved search here.
Saved searches: How to edit, rename or delete
Learn how to make changes to your saved searches here.
Saved searches: Changing the display order
Learn how to change the display order of your saved search.
Adding files to transactions
Files inbox
Get a full picture of your finances by emailing images and files to your PocketSmith!
Attaching files and photos to transactions
Get a full picture of your finances by adding images and files to your transactions!
Tips for transactions
Using budgets instead of future-dated transactions
If you want to monitor an upcoming income or expense, avoid adding it as a future-dated transaction. Instead, create a budget for it.
Understanding negative values in PocketSmith
Learn the difference between how positive and negative values are displayed in PocketSmith.
Starting your PocketSmith transaction history from a specific date
If you would prefer to start your PocketSmith history from an earlier or later date than the bank feeds initial import, this user guide will show you how!
Record gross pay amount and deductions
This guide contains the steps to manually record your gross pay and any deductions.
Tracking expenses for tax purposes
PocketSmith doesn't have a specific feature for tracking tax-deductible items, but you can use labels to quickly identify any tax-deductible expenses and calculate totals, as shown in this guide.