You can't find this transaction search?
This guide is for 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 the legacy search, head to this guide: Using the legacy transaction search.
If you would like to change to the new transactions search, you can do so from User preferences > Your details and options
Editing, renaming or deleting a saved search
- Head to Category rules, saved searches and filters (Manage > Category Rules, Saved Searches and Filters)
- Choose Saved Searches from the left panel
- Navigate to the saved search you want to edit, click the three-dot menu and select Edit or Rename or Delete
For an overview and more information on saved searches, please see: Saved search: An overview