Video: How to categorize your transactions

To maintain accurate financial records in Wave, there are three key steps to follow:

  1. Import your transactions.
    Have a record of your financial activities.
  2. Categorize your transactions.
    See where your money is coming from, and where it’s being spent.
  3. Reconcile your accounts.
    Ensure your reporting in Wave matches exactly with your bank and credit card statements.

Step 2 - How to categorize your transactions

For more information on topics covered in this video:

For personalized assistance with bookkeeping, accounting, and payroll in your Wave account, check out Wave Advisors. If you have any questions about working with Wave Advisors, schedule a coaching sales consultation.

Click here for Step 3