Reconciliation Reimagined ⚖️
Our team has been hard at work completely reimagining Account Reconciliation. It’s now easier than ever to get your accounts reconciled, and feel confident about the accuracy of your reports at tax time.
To get started, head to Accounting>Reconciliation from the left-hand navigation in your Wave Account.
You’ll see each of your connected accounts listed, and can click on the one you’d like to reconcile.
When you enter a bank balance that matches your Wave balance, you’re reconciled!
We’ve added a timeline view which helps you pick up right where you left off, or see where an account became unreconciled.
In the reconciliation view, you can add missing transactions, edit, merge or delete duplicates. Once you’ve matched a transaction in Wave to your bank statement, you can mark it as Matched. Wave shows you a progress bar at the top of the page so you know how much matching you’ve done, and how much you have to go.
You can visit our Help Center for a complete guide to reconciliation here.