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Running Balance on Transaction Listing

Linda502Linda502 Member Posts: 1

This is super important- Wave please consider making it a priority. Not only is it necessary to ensure accounts are in balance at any point in time, but it is also a standard for any accounting software.

in Accounting Feature Ideas

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @Linda502! Can you let me know what that would look like ideally for you, and how it might impact your business? Would love to get as much context as possible in order to determine what this could look like in Wave.

  • RayG1111RayG1111 Member Posts: 1

    Take a look a QuickBooks Online. Every account has a Bank Register. Just like in the old days with a handwritten checkbook register with a running balance. ABSOLUTELY ESSENTIAL!!!

  • randygtsrandygts Member Posts: 1

    I am new to Wave -- coming from Quickbooks. I was wondering the same thing. How do you keep track of your bank account? In Quickbooks you had a register. Where is that feature here?

  • JulianPJulianP Member Posts: 1,002 ✭✭✭

    Hey @randygts !

    Are you referring to your real world bank transactions? If so, you can keep track of them in Wave by:

    1. Importing them automatically with a bank connection (quickest most hands free method)

    OR

    1. Importing your transactions with our CSV uploader or Wave Connect

    I hope this helps!

    edited February 26, 2021
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