The account balance overview is on your Transactions page and provides a list of your bank accounts and their current balances.
To access your account balance overview:
- Log in to your account at waveapps.com.
- On the left-side menu, click Accounting > Transactions.
- At the top left corner, click the All Accounts dropdown.
- Click on an account to view its transactions.
To add a new account, select Add a new account. Fill in the information in the pop-up window and click Save.
For businesses with active transaction imports, the status of the bank connection is displayed beside the account.
- On: Bank account is connected and imports are active.
- Off: Bank account is connected and imports are inactive.
- Disconnected: There is an error with the connection.
To review and manage your bank connections, click Add or manage bank connections.