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The transaction search criteria: By transaction type

Narrow your transaction search results by different transaction types.

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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

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Transaction types

Transfers or Non-transfers

Refine search results by whether they are Transfers or Non-transfers:

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Expenses or Income

Narrow your search results by whether they are expenses or income:

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Currencies

If your PocketSmith account has accounts from more than one currency, then these options will show for you here:

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For an overview and more information on the transaction search, please see: Transaction search: An overview

 
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