Searching your transactions

You can easily search your transactions based on different criteria. When you run a search it will list all the transactions that match your selected criteria. If you use the same searches often, you can save them and the will show on the left sidebar of the Transactions page.

Steps to search your transactions

1. Go to the Accounts menu and select Transactions

2. Click on the magnifying glass icon on the top-right  

3.  Enter the search criteria

4. Click Search

More notes about searching

The Search transactions box works well for a quick search, and you can enter a merchant name, amount, category or account name in here to quickly get to the transactions you're looking for.

To search for a specific phrase, simply put quotes around what you're searching for, e.g. "Esquires Lorne Street Cafe".

If you want to hide the search options, you can click the search icon and it will hide the search options but keep displaying the current search.

The more powerful search happens with the other options below. Here you get more search options, which allow much greater control over the transactions displayed. Clicking on these search options, will then drop down an area, where you can enter the search criteria.

These options allow you to create very specific searches - select your search variables, and hit enter or click the Search button at the bottom.

You're able to Save your search once you've tested it, and you'll be prompted to enter a name for the saved search. 


  1. Transactions page overview
  2. Importing transactions into PocketSmith
  3. Dealing with cash transactions
  4. Manually add transactions to an account
  5. Deleted transactions keep returning
  6. Export specific transactions
  7. Searching your transactions
  8. Editing Saved Searches, Filters and Category Rules
  9. Delete a Saved Search, Filter or Category Rule
  10. Find the original merchant name for a transaction
  11. Dealing with transfers between accounts
  12. Change the order of Saved Searches, Filters and Category Rules
  13. Transactions with "&amp" in the merchant name
  14. Transactions page pie chart
  15. Remove transfers from the transactions pie chart
  16. Exporting all of your transactions
  17. Viewing all the transactions in a category
  18. Categories changing back or disappearing on some transactions
  19. Transactions uncategorized when imported from Live Feed
  20. Pending transactions from the Live Feed
  21. Allowing re-import of deleted live bank feed transactions
  22. Brackets around negative values
  23. Move transactions to another account
  24. Reviewing imported transactions
  25. Marking transactions as transfers
  26. Splitting a transaction
  27. Deleting a transaction
  28. Using Filters to automatically categorize and edit transactions
  29. Edit a transaction
  30. Edit many transactions in bulk
  31. Using Category Rules to automatically categorize transactions
  32. Send business expenses to Xero
  33. How to use Labels for transactions
  34. Error message about Account Code, when sending transaction to Xero
  35. Add Labels to transactions
  36. Rename or delete a Label
  37. Changing the merchant name of a transaction
  38. Categorize your transactions
  39. Remember a category for a merchant
  40. Stop new categories from automatically appearing
  41. Restoring the original merchant name to a transaction
  42. Find and edit the Filter that was applied to a transaction
  43. Categorize items page

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