[Wave Accounting Basics Video 2] How to Categorize Your Transactions

Categorizing your transactions allows you to better understand your income and expenses. It provides insights so you can make better informed decisions, and ensures all your entries are organized at tax time.  

This video shows you how to categorize your transactions in Wave (Key Step #2).

Let’s learn how to categorize your transactions in Wave!


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Remember: if you want to have accurate financial records, there are three key steps you need to follow. Here are more resources on each step:

  • Key Step #1 is importing your transactions into Wave, and you can view a video on that topic here.
  • Key Step # 2 is categorizing your transactions, which is what this video shows you how to do.
  • Key Step # 3 is reconciling your accounts, which you can access by clicking the button below. 

Click here for Video Tutorial 3