Overview of the Transactions page

Overview of the Transactions page in your web browser

Overview of the Transactions page in the Wave mobile app

Tips for best use of the Transactions page

Overview of the Transactions page in your web browser

The Transactions page is where all your transactions are stored. You can create, filter, sort, and edit your transactions here. On the left-side menu, click Accounting > Transactions to view the Transactions page.

1: Account dropdown menu to select an account and view its balance and transactions. When you select an account you can also view the running balance of all transactions in that account.

2: Auto-updates feed to track any automatic categorizations, merges, or automatically created transactions from scanned receipts. Learn more in Automated bookkeeping with auto-updates.

3: Add Income, Add Expense, and More buttons

4: Select All check box to bulk select transactions

5: Actions you can take on selected transactions;Delete, Edit, Merge, and Review

6: Options to Filter, Sort, and Search your transactions

7: Transaction options dropdown menu to Edit more details, Upload a receipt or Delete a transaction

8: Mark as reviewed to mark your transactions as reviewed once you verify them

The Transactions page allows for inline editing. You can click on the Description, Account, Category, or Amount fields to edit them, without having to navigate to the transaction detail view. Hit the tab key to move across the editable fields. The Transactions page is also responsive across desktops, tablets, and mobiles.

Overview of the Transactions page in the Wave mobile app

Accounting transactions in the mobile app are included in Wave’s Pro and Receipts Plans. Learn about Wave’s plans.

The Transactions page is where all your transactions are stored. To view your Transactions page in the Wave mobile app, tap Accounting on the bottom menu, then tap Transactions in the sub-menu.

1: View the balance of all your accounts

2: Filter and Sort buttons 

3: Scan button to scan your receipts from your Transactions page

4: Add (+) button to Add income, Add expense, or Scan receipt

Tips for best use of the Transactions page

  1. Categorize your transactions to ensure your books are balanced and everything is accounted for.
  2. Review your transactions to ensure that your accounting is up to date.
  3. Don't forget to account for sales taxes (especially if the tax is recoverable).