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
Using the categories search
- Search for a parent or sub-category you are looking for
- Tick Include sub-categories if you would like the findings to include transactions assigned to these to show
- Add any additional criteria, such as a date range or an account, to refine your search even further
For an overview and more information on the transaction search, please see: Transaction search: An overview