Whether you manually upload or auto-import your transactions, your Transactions page contains the full list of your transactions. Use the filter, sort, and search functions to find specific transactions.
Filter, sort, and search transactions in your web browser
Filter and sort transactions in the mobile app
Filter, sort, and search transactions in your web browser
To view the Transactions page, on the left-side menu, click Accounting > Transactions.
To filter transactions, click Filter above your list of transactions. There are 8 filters:
1. Category: View transactions under a selected category.
2. Status: View transactions that are marked as Reviewed or are Not Reviewed.
3. Types: View all transactions that are either Deposit, Withdrawal, or Journal transactions.
4. Receipt: To view transactions created from a receipt scanned using the mobile app, choose From scan. To view transactions with a receipt or photo attached, click Any receipt attached. To view transactions with no attachments, click No receipts attached.
5. Tags: View all transactions with a specific tag. Tags are part of Wave’s Pro Plan subscription and are being rolled out to eligible businesses over the next several weeks.
6. Date range: View all transactions within a specific timeframe.
7. Wave auto-updates: View all transactions that have been automatically categorized or merged, or created from a scanned receipt.
8. Last modified date: View all transactions modified within a specific timeframe.
To sort your transactions, click Sort above the transaction list. You can sort from newest to oldest or oldest to newest based on the transaction date.
You can search for transactions by their description or amount. Enter the keywords or amount into the Search bar at the top right of the transactions list, then click the magnifying glass icon.
Filter and sort transactions in the mobile app
Accounting transactions in the mobile app are included in Wave’s Pro and Receipts Plans. Learn about Wave’s plans.
To view the Transactions page, in the bottom menu, tap Accounting Transactions.
To filter transactions, tap Filter at the top left. There are 2 filter options:
1. All receipts scanned: View all transactions created from scanned receipts.
2. Receipts scanned with missing info: View transactions created from a receipt scan that have missing details.
To sort your transactions, tap Sort at the top left. Tap the arrow on the right to switch from newest to oldest or oldest to newest based on the transaction date.
To use additional filters or search for a transaction by description or amount, log in to your account on a web browser.