Change the order of Saved Searches, Filters and Category Rules

You can change the order of the Saved Searches, so that the tabs on the Transactions page show in a different order.

You can also change the order of the Filter and Category Rules, so that order that they applied changes. When transactions are received by PocketSmith, newly created ones are checked against your ordered list of filters for matches. When there is a match, the actions are applied to that filter and the transaction is removed from further filter checks. This means that each transaction will only have one filter applied to it, and filters are not sequential.

For this reason, we recommend that you setup your filters so that you give highly specific filters a low order number and more general filters a higher order number. This means that the more specific filters will be applied to matching transactions (e.g. "CASH WITHDRAWAL" merchant, with amount of equal to 200, to be categorized as "Groceries") before more general ones (e.g. "CASH WITHDRAWAL" merchant just being marked as a transfer).

Here is the specific process used when PocketSmith applies your filters:
  • All newly created transactions following the file import / Bank Feed update are gathered
  • The first filter (with the lowest order number) checks this group of transactions for any matches
  • If there is a match, those transactions are removed from the group and the filter's actions are applied
  • The next filter then checks against the transaction group (which no longer has any matches from previously applied filters)
  • Because a transaction will only have one filter applied to it - the first one that it matches - you're able to have a cascading set of filters which picks out more specific cases at the start, with more catch-all-type filters at the end.
These filters could even be speculative - searching for things you may expect in the future and applying general categories. An example of this would be having a high-order-number filter which searches for "cafe" and assigns it to a "Lunches" category.

Changing the order of Saved Searches, Filters and Category Rules


  1. Go to the Settings menu and then select Category Rules, Saved Searches & Filters

  2. Select Saved Searches, Filters or Category Rules from the left menu

  3. When you move your mouse over an item it will change to a move cursor, you can then click and hold on the item you want to move, then drag and drop it in the order you want

Transactions

  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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