Overview of the Transactions page in your web browser
Overview of the Transactions page in the Wave mobile app
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.
Key Features
- All accounts dropdown menu: Select an account to view its balance and transactions. When you select an account you can also view the running balance of all transactions in that account.
- Select All: Check box to bulk select transactions.
- Delete, Edit, Merge, and Review: The available options appear when you select the check box to the left of a transaction(s).
- Filter and Sort: Click an action to help find specific transactions.
- Add transaction: Click to open a dropdown menu where you can Add deposit, Add withdrawal, Scan receipt, and Add journal entry.
- More: Click to open a dropdown menu where you can Connect your bank and Upload transactions.
- Auto-updates feed: Track automatic categorizations, merges, or automatically created transactions from scanned receipts.
- Search: Enter a search word and click the magnifying glass icon to find transactions with matching words.
- Review: Click the checkmark to mark your transactions as reviewed once verified.
- Transaction menu: Click to open a dropdown menu where you can select Edit more details, Upload receipt, and Delete.
The Transactions page allows for inline editing. Click the Description, Account, Category, or Amount fields to make changes directly without navigating away.
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 you can manage all your transactions. Here, you can create, filter, sort, and edit transactions. To access the Transactions page, tap Accounting on the bottom menu, then select Transactions.
Key features
- All accounts overview: The total balance within all of your accounts in Wave. See an overview of your individual account balances in a web browser.
- Filter and Sort options: Filter for transactions created from receipts or sort your transactions by date.
- Receipt scanning: Tap the Scan button to scan receipts directly from the Transactions page.
- Add transactions: Use the Add (+) button to include income, expenses, or scan a receipt.