Wave transactionswithout the spreadsheet.
Collect bank transactions with a simple form and download a clean CSV ready for your Wave accounting import workflow.
Wave Transactions
Try the template with up to 3 transactions
What You'll Collect
Amount
NumberPrice or financial amount for transaction records.
Date
DateA date in MM/DD/YYYY format.
Deposits
NumberA number, with up to 2 decimal places. Negative values aren't allowed.
Description
StringDetailed description or notes about this record.
Withdrawals
NumberA number, with up to 2 decimal places. Negative values aren't allowed.
Need more than three transactions?
Collect up to a thousand transactions instead.
The free template is limited to three rows so you can try the workflow. Create your own Import Builder form when you need to collect larger datasets.
Create your own formUp to 1,000 rows
Collect larger datasets without passing spreadsheets around.
Wave-ready fields
Use fields designed around the Wave transaction import format.
Validation
Help people provide complete and consistent transaction data.
Reusable forms
Use the same form whenever you need another transaction import.
How it works
From transaction details to Wave-ready CSV in three steps.
01
Collect
Give someone a simple form to enter the transaction information you need.
02
Complete
Keep the information structured and make it easier to avoid missing or inconsistent data.
03
Download
Download the completed CSV and use it with your Wave accounting import workflow.
Why use a form?
Collecting transaction data is often harder than importing it.
Sending someone a spreadsheet and asking them to fill in transaction data can lead to missing fields, inconsistent values, formatting errors and unnecessary back-and-forth.
A structured form gives people a clearer way to provide the transaction information your Wave account needs.
Missing information
Required fields are easier to communicate before the CSV is created.
Formatting errors
Dates and amounts need consistent formatting for Wave to accept them.
Spreadsheet back-and-forth
Collect the information directly through a simple browser form.
Wave CSV template
A simple way to collect Wave transactions
Use this template to collect bank transactions and accounting data for import into Wave. Whether you're recording deposits, withdrawals, or general transaction information, this form makes it easy to collect all the details in a Wave-ready format.
Wave is one of the most popular accounting solutions for freelancers, contractors, and small businesses. It offers free invoicing, expense tracking, and financial reporting. However, importing transactions can be time-consuming, especially when dealing with large datasets from bank statements or other sources.
Instead of sending someone a spreadsheet and asking them to figure out which columns to fill, give them a simple form built around the Wave transaction import format. The form can be configured for your specific needs—whether you're using a single signed amount column or separate deposit and withdrawal columns.
When they're finished, download the CSV and import it directly into Wave. If you need different fields, additional validation, support for custom categories or more than a few transactions, create your own Import Builder form and configure it for your workflow.
This approach saves time and reduces errors by ensuring consistent data entry. It's particularly useful for accountants managing client data, bookkeepers processing batch transactions, and business owners who need to import historical data or regular transaction batches.
Need a CSV form of your own?
Create a custom Import Builder form with your own fields, validation and row limits.
Get started