One of the key steps to maintaining accurate financial records in Wave is categorizing your transactions. View this video from Wave Advisors to learn what categorization is, why you should categorize your transactions, and get categorization tips.
For more information on topics covered in this video:
- Introduction to the transactions page
- Record or edit a payment on an invoice
- Automated bookkeeping with auto-updates
- Manually categorize or recategorize transactions
- What does reviewing a transaction do?
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.