The account balance overview is on your Transactions page and provides a list of your bank accounts and their current balances.
Account balance overview on a web browser
Account balance overview on the Wave mobile app
Account balance overview on a web browser
To access your account balance overview:
- 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.
Account balance overview on the Wave mobile app
Accounting transactions in the mobile app are included in Wave’s Pro and Receipts Plans. Learn about Wave’s plans.
To access your account balance overview:
- On the bottom menu, tap Accounting > Transactions.
- At the top, tap the All accounts dropdown.
- Tap on an account to view its transactions.
To add a new account, tap Add a new account. Fill in the information 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, tap Add or manage bank connections.