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Viewing all the transactions in a category

Fine-tune the transactions that are displayed on the Transactions page - learn more here about how to view your transactions based on just one category, or view transactions in a number of selected categories!

Viewing all transactions in one category

  1. Head to the Transactions page
  1. In the left sidebar, click Categories
  1. Select a category to see its associated transactions
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Note

If you cannot see the side bar it may be because your browser window isn’t wide enough. Either widen your browsers window or select the hamburger menu in the top left:

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Viewing all transactions in more than one category

  1. Head to the Transactions page and use the advanced options of the search panel
  1. Select the categories you would like to view

You can read more about searching transactions in PocketSmith here:

 
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