How to Manually categorize or recategorize transactions on Wave Financials

Authored by: Support.com Tech Pro Team

1. Introduction

How to Manually categorize or recategorize transactions on Wave Financials

2. Manually categorize or recategorize transactions

Manually categorize a transaction

1. Navigate to Accounting > Transactions, and locate the transaction.
2. Click the Category field of the transaction, and select an account from the dropdown menu.
3. If you don’t find an appropriate option in the list, create a custom account under Chart of Accounts by clicking on Add a new category at the bottom of the Category dropdown menu. 

1. Change the category of a transaction that was automatically categorized
2. Navigate to Accounting > Transactions, and locate the transaction with the incorrect category.
3. Click the auto-updates icon to the right of the transaction.
4. Click Change Category from the dropdown menu.
5. Select a new category, then click Save.