Reviewing transactions is only possible on the web version of Wave.
Marking a transaction as reviewed on the Transactions page helps you ensure all the details of the transaction are correct.
You cannot review a transaction if the Category or Account fields have missing details. Fill in these fields before marking transactions as reviewed. Leaving a transaction unreviewed does not impact your reports or your ability to reconcile your account.
Reviewing a transaction is not the same as reconciling a transaction. Learn how to reconcile your books.
To mark a transaction as reviewed:
- On the left-side menu, click Accounting > Transactions.
- To the right of the transaction, click the checkmark icon.
Transactions that have been auto-merged or auto-categorized have an auto-updates icon in place of the checkmark icon. Learn more in Review auto-updates to your transactions.
To review several transactions at once, learn how to bulk review transactions.