Overview
Filtering and multiple edit in PocketGuard let you quickly find and update multiple transactions at once. Instead of editing transactions one by one, you can narrow your list using filters and apply changes in a single action.
How do I filter transactions in PocketGuard?
To filter transactions:
- Go to the Transactions tab
- Tap the filter icon next to the search bar
- Select filters such as date, category, amount, account, or merchant
- Apply multiple filters to refine your results
Your transaction list will update automatically to show only matching transactions.
What can I filter transactions by?
You can filter transactions by:
- Date or time period
- Amount
- Category
- Account
- Merchant name
- Status (including hidden transactions)
Multiple filters can be applied at the same time for more precise results.
How do I edit multiple transactions at once?
To edit multiple transactions:
- Go to the Transactions tab
- Tap the multiple edit icon at the top of the screen
- Select the transactions you want to update
- Choose the changes you want to apply
- Confirm to update all selected transactions
What changes can I make with multiple edit?
With multiple edit, you can:
- Update categories
- Rename merchants
- Change transaction dates
- Add or edit tags
- Hide transactions from calculations
All selected transactions are updated at the same time, saving you time and effort.
Important note
Filtering and multiple edit are currently available only in the PocketGuard mobile app.