Filter, sort, and search transactions in your web browser
Filter and sort transactions in the Wave mobile app
Filter, sort, and search transactions in your web browser
On the left-side menu, click Accounting > Transactions to view the Transactions page.
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To filter transactions, click Filter at the top right corner above your list of transactions. There are six kinds of filters:
1: Filter by Category to view transactions under a selected category
2: Filter by Status to view transactions that are Reviewed or Unreviewed
3: Filter by Types, to view a specific type of transaction: Deposit, Withdrawal, or Journal transactions
4: Filter using the Receipt filter. Select From scan to view transactions created from a receipt scanned using the mobile app, Any receipt attached to view transactions with attachments, or No receipts attached to view transactions without attachments.
5: Filter by date range to view all the transactions within a specific timeframe
6: Filter by Wave auto-updates. Select Categorizations to view automatically categorized transactions, Merges to view automatically merged transactions, and Scanned receipts to view transactions automatically created from receipts scanned using the mobile app.
7: Filter by last modified date range to view all the transactions modified within a specific timeframe
- To sort your transactions, click Sort at the top right, above your list of transactions. You can sort based on the date from newest to oldest or oldest to newest.
- To search by description or amount, click the Search button at the top right, above your list of transactions.
Filter and sort transactions 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.
On the Wave mobile app, tap Accounting on the bottom menu, then tap Transactions in the submenu to view the Transactions page.
- To filter all transactions created from scanned receipts, or transactions created from a scan that have missing details, tap Filter. To use additional filters, log in to your Wave account in a web browser at waveapps.com.
- To sort your transactions, tap Sort. You can sort transactions based on the date from newest to oldest or oldest to newest.
To search for a transaction by description or amount, log in to your account at waveapps.com.