Credit card statement date throwing off Wave

GrittComm

Hello, My statement is usually the 21 day of the month. For example, my July statement from the bank will have June and July transactions — half from each month — which Wave doesn't like. So, I change June transactions to July to make the July account in Wave balance. I don't think this is the right thing to do, but it's the only way I can get it to work. There must be a proper way to manage this issue. Dan

dsfinco

Hi Dan,
Hope you're well.
Have you tried Integrating your bank with Wave, that way the Wave will import banking data daily and keep it updated. You can thereafter simply verify balances when you get your statement.

MerlinAccounts_UK

@GrittComm

You may find it helpful to read this thread - https://community.waveapps.com/discussion/comment/20890#Comment_20890

AlexL

Hey @GrittComm . When reconciling your accounts in the Transactions page, after filtering for your account, just set the dates to the dates of your Bank Statement. This will allow you to reconcile for this period and verify transactions to match your statement balance.