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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