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.
- Introduction to the Transactions page
- Automated bookkeeping with auto-updates
- How to add an income transaction
- How to add an expense transaction
- Manually categorize or recategorize transactions
- How to split a transaction
- How to manually merge or unmerge transactions
- How to use bulk actions on transactions
- How to track inventory in Wave
- How to create a transfer between two accounts (e.g. categorize a credit card payment)
- How to record refunds
- How to account for transaction fees
- How to account for subscriptions
- How to mark a foreign currency bill as paid using your connected bank account
- Transfers From a Foreign Currency Bank Account
- How to record personal transactions from a business account
- How to account for loans and lines of credit with income and expense transactions
- How to account for a loan with journal transactions
- How to account for donations
- How to provide a customer receipt before payment is recorded
- How to record mileage
- How to account for reimbursements