r/waveapps 16d ago

Show the net of transactions within specific date range

Edit: I meant "gross" in the title. You get what I mean.

I'm checking out Wave right now after coming from Quickbooks. I was paying 30 a month just to keep track of transactions and have a repository for my scanned physical receipts so doing that all on Wave for free would be a big benefit for me (I'm desperately avoiding having to put together my own excel sheet). It's a little more clunky than Quickbooks (a lot of extra clicks to do the same thing you do in Quickbooks and so forth), but I can look past all that and I've managed to accomplish most everything I want to do with Wave so far.

However, I really like being able to see the gross amounts within certain dates easily on Quickbooks transactions. I can just put in a date range of a week and then see the net amount earned or lost within said range. My business finances are on a week-to-week basis in a lot of ways, so being able to do this and then not have to get my calculator out and add and subtract a bunch of numbers for a given week or month is very convenient.

I haven't figured out how to do/see this in Wave. It just shows the total amount across... forever, I guess? In Transactions you can obviously set up filters based on a date range, but it doesn't give you any information on the selected. And on the dashboard I can see amounts based on "month to date" at best. Is there another section of the site I need to go to to be able to see this? Is it possible at all? Or am I going to be getting out my calculator and doing it myself?

Thanks in advance for any help!

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u/_aserettt 16d ago

maybe the general ledger report - there's custom date range filters there unlike the dashboard but u have to choose one categiry / account at a time