Wave Apps – Financial Tool

Wave Information 

Although this has a free option there can always be pros and cons with free platforms. 

Blog

https://www.waveapps.com/blog

Wave on Instagram 

https://www.instagram.com/wave_hq/

Wave Reports (Details Below) 

Export via CSV or PDF 

Operating Expenses continued below for 2022 

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Wave Interface for Transactions 

Dashboard

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My Monthly Routine Process

Download PDF statement from bank

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Convert the PDF to MS Excel via Abby Fine Reader (one time payment for the software)

Here is a link to use it as a trial if you’re curious: 

https://www.abbyy.com/finereader-pro-mac-downloads/for mac 

https://pdf.abbyy.com/finereader-pdf/ for windows for windows 

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Ensure the MS Excel is formatted to inflows and outflows 

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Copy and paste into google sheets

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Then run Google Macro (Wave Connect) 

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https://support.waveapps.com/hc/en-us/articles/360020768272-Wave-Connect-Easily-import-and-export-data-with-Wave-s-Google-Sheets-add-on-

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Categorise transactions (unfortunately they don’t have rules to automatically have a transaction go to the respective ledger) 

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To add a custom expense ledger you just click add a new category

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The one bookkeeping app for UK I have not tried but done some researching on is https://www.pandle.com/Quote

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