You can edit, analyse or break down your transactions into particular categories or search criteria to get a better idea of your earning and spending. Use the Transactions page to search, filter, edit and attach documents and notes to your transactions! 💵 💳 ✨
Your transactions
All of your transactions are presented on the Transactions page in a table with 8 columns.
The columns on the Transactions page
Checkbox
This allows you to select multiple transactions to edit or apply categorization to in bulk. Clicking the checkbox in the header row will select all transactions on the page
Transfer and pending
A transfer or pending icon will be displayed beside any transaction that has been marked as a transfer or is pending
Date
See the date of the transaction; transactions are sorted Newest > Oldest by default, clicking the column header will reverse the sort order
Merchant
This is the merchant name of the transaction that is imported with the bank feed, bank file or manual input; clicking on the column header will sort the transactions by merchant name
Merchant colours: The black text for merchants and amounts represents expense transactions, and the green text for merchants and amounts represents income transactions. Letting you get a visual difference at a quick glance.
Amount
This column displays the amount of a transaction (negative amounts are in brackets); clicking the column header will change how the transactions are sorted by amount
Category
This shows the category that a transaction is assigned to. Clicking on the column header will change how the transactions are sorted based on category
Account
The account the transaction is in; clicking on the column header will sort the transactions by account
Balance
The balance of that particular transaction's account at the time of the transaction
Making changes to your transactions
The transactions page is also where you can edit, delete, split and categorize your transactions.
Learn more about these actions in the following user guides:
The sidebar and transaction viewing options
The Transactions page is like a search engine for your transactions. We go into more detail about using the search panel on the Transactions page here: Searching your transactions.
Use the sidebar on the left of the Transactions page to quickly view transactions based on different criteria.
Transaction viewing options
Uncategorized items: All the transactions that have not had a category assigned to them
Awaiting confirmation: See user guide: Reviewing imported transactions
All transactions: This will show all transactions imported into PocketSmith. Clicking this is an easy way to clear all search criteria
Search results: If using extra criteria from the search box, this will be shown
Saved Searches: See all of the searches you have saved for easy access. See user guide: Using the search panel
Accounts: All of your transaction accounts are displayed here (this doesn't include asset and liabilities as they don't have transactions). Select an account to see its transactions
Categories: All of your categories are listed here - select a category to see all of the transactions associated with it
Sum totals for transactions
Save yourself a trip to the calculator by using the sum total feature on the Transactions page.
PocketSmith will display the sum total of the transactions listed. If you selected some of the transactions, the total displayed will be based on those transactions.
No transactions selected
Click on the value to see the sum total, as well as the total in, and total out.
Transactions totals with Multi-currency enabled
If you have multi-currency enabled, the Transactions total will display differently depending on whether you have chosen to 'show balances in base currency instead of native' or not.
Show balances in base currency enabled
If you've chosen to 'show balances in base currency instead of native', your transactions will be converted to your base currency using the current exchange rate.
Show balances in base currency not enabled
Without this option enabled, you will see a split of sum totals by currency.
Note
If 'Show transactions in base currency' is enabled but PocketSmith isn't able to get an exchange rate for a transaction that is included the total, it will safely fall back to show in separate currencies.
Transaction page graphs and charts
Choose from a line graph, pie chart, or transactions histogram view to analyse your transactions.
Balance line chart
The line graph shows the balances of your accounts over a period of time, based on the accounts in the current search criteria.
Note
The date range of the Transactions page Balance line chart cannot be extended into the future. To see your forecast balances, head to the Calendar.
Pie chart
The pie chart shows a breakdown of the categories based on the current search criteria. For detail on using the pie chart check out: Transactions pie chart
Transactions column chart
The transactions histogram shows the amount of income and/or expense transactions based on the current search results. Displayed as a bar graph, data can be broken down into daily, weekly, monthly, or yearly periods over the date range selected.
Change the data reflected in the pie graph or transaction column chart
The selected graph will reflect the current transaction listing, including any option from the sidebar, or, any transactions search criteria that has been applied.
Use the search panel to filter your transactions by specific criteria, or, use the sidebar to filter your transactions by account, category, or saved search.
The transaction listing and the chart displayed will reflect these search results.
Note
These graphs use only the amounts to define income and expense, and not the category type.
- If the transaction has a positive amount, it is income
- If the transaction has a negative amount, it is an expense
The toolbar
Above your list of transactions, there is a toolbar with additional options. Some options will only appear here once transactions have been selected.
Category: Add a category to the selected transactions (Only shows when one or more transactions have been selected)
Labels: Add labels to the selected transactions (Only shows when one or more transactions have been selected)
More: Edit the selected categories with multiple criteria, learn more here: Editing multiple transactions in bulk (Only shows when one or more transactions have been selected)
Add: Manually add a transaction or import bank files
Tools: Quick search tools to help you locate either duplicate or possible transfer transactions
Export: Download the transactions in the current search in XLSX or CSV format, see user guide: Exporting your transactions
View density: Change how the transactions are shown: Comfortable, Cozy or Compact
Show __ entries: Choose how many transactions are shown on each page (10, 25, 50, 100, or 200)
Arrows: Allow you to move forward and backward through your transaction pages
No transactions selected:
Transactions selected:
