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uploaded from excel to wave apps

dunmadedunmade Member Posts: 1

How do I categorise a transaction as a transfer when I uploaded it from excel?

in Accounting Technical Support

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  • James_HudsonJames_Hudson Member Posts: 121 admin

    Hey Dunmade,

    If you'd like to categorize a transaction as a transfer, it will have to be uploaded first before you're able to make the transfer.

    Once you've uploaded your transactions, click on the category drop-down menu for any transactions that you'd like to categorize as a transfer and select "Transfer to..."

    James

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