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
Steps to create a transaction search
- Head to the Transactions page
- Click on the search icon in the top right to open the transaction search bar
- Search keywords, look up past dates, transaction amounts, or select the advanced options icon to view more ways to explore your transactions
- Click on the arrow icon in the top left to hide the Transactions Search bar
For a closer look at the transaction search options, please see:
For an overview and more information on the transaction search, please see: Transaction search: An overview