IT:AD:WaveApps:HowTo:Get Started

Accounting is … in the end… therapy. It becomes a ritualistic, boring, tidying process…that in the end provides comfort of knowledge.

Accounts/Chart of Accounts View:
- When setting up your accounts, and getting them organised as per your needs, stick close to the original name (ie, even if the account has no transactions associated to it, don't change 'Entertainment' to ' Bank Fees'). The reason is that appears that on the backend its using the patterns of other users to guess categories…and you'll just end up with all your McDonald dinners listed as Bank Fees…
Accounts/Transaction View:
- Make sure you notice that you can select the Account you are looking at.
  - It's defaulted to All – but it's often a lot easier to work with a single account at a time).
  * Pay special attention (ie, wakeup!) when creating an Expense/Transfer.
- A Transfer creates two entries (unlike a Journal Entry) that are only marginally linked.
  - This means that if you get the Date Wrong (ie, use todays date rather than X date), save, you will see the target balance change, then go back to update the date, but you'll never see the target entry show up at the new X date…it will simply be stuck at today's date, at the top of the list (hence why the balance was right…just could not see the record).

Poor UI: When you delete a record, the panel on the right will stay open till you hit OK…I'd do that before you select the transaction record as it wipes the Selected checkbox when the panel closes …
When you create an Expense, watch out: the Account is set to the first Bank Account – not the Current one (so I end up having all my new Expenses in Cash, and I have to go fish them out and put them in the right place). Annoying…

Tips