Transactions: How-tos
Learn the ins & outs of how to use everything in the Transactions page, from adding an expense transaction to tracking inventory, and more.
- Account balance overview
- Review auto-updates to your transactions
- Unmerge automatically merged transactions
- Overview of the Transactions page
- Create an income transaction
- Create an expense transaction
- Categorize or recategorize transactions
- Manually merge or unmerge transactions
- Filter and sort your transactions
- Create a copy of a transaction
- Delete a transaction
- How to use bulk actions on transactions
- How to create a transfer between two accounts (e.g. categorize a credit card payment)
- Automated bookkeeping with auto-updates
- How to track inventory in Wave
- Bookkeep a refund
- Bookkeep payments processed outside of Wave
- How to account for subscriptions
- Record a payment on a foreign currency invoice or bill
- Account for transfers from a foreign currency bank account
- Record personal transactions from a business account
- Account for loans and lines of credit
- Account for a loan with journal transactions
- How to account for donations
- Provide a customer receipt before payment is recorded
- How to record mileage
- How to account for reimbursements