Wave Accounting Bulk Transaction Categorizer

WHAT IT DOES

Wave Accounting Bulk Transaction Categorizer is a bookkeeping productivity tool that streamlines the process of categorizing multiple Wave Accounting transactions. Instead of manually opening each transaction, clicking the category dropdown, selecting a category, and saving—a process that can be tedious when managing many transactions—this script automates the entire workflow. It scans the current Wave Accounting transactions page, identifies transactions with their descriptions, amounts, and dates, and presents them as a scrollable checklist. You can select individual transactions, use Select All/Deselect All toggles, enter a target category name, and assign your selections to that category in configurable batches. The tool handles the complete interaction sequence: selecting the transaction, opening the category interface (dropdown or bulk edit modal), setting the target category, and saving the change. Real-time progress updates show how many transactions have been categorized, and the list automatically refreshes after completion. This is ideal for small business owners, accountants, bookkeepers, and anyone who needs to organize transaction data for reporting and tax preparation.

WHERE IT RUNS

This script operates exclusively on Wave Accounting (*.waveapps.com/*) as a userscript injected through the BotGentz extension. It runs within the context of your current browser tab and cannot access other tabs, bookmarks, history, or downloads. The script reads the page DOM to identify transactions using Wave's selectors (.transaction-row, .tx-row, .list-item), extracts transaction metadata (description, amount, date, current category), and interacts with Wave's native UI controls—category dropdowns, bulk edit modals, and save/confirm buttons—to perform category assignments. All operations occur locally in your browser; no data is sent to external servers.

HOW TO USE

1. Navigate to your Wave Accounting transactions page (the page listing your transactions).

2. Click the BotGentz extension icon and select "Wave Accounting Bulk Transaction Categorizer" from the script list.

3. The panel opens on the right side of the page. It automatically scans the current page for transactions.

4. Review the displayed transactions, showing descriptions, amounts, dates, and current categories.

5. Enter the target category name in the input field (e.g., "Office Supplies," "Travel," "Utilities").

6. Click "Refresh Categories" to copy a list of existing categories to your clipboard.

7. Adjust the "Batch size" number (default 3) to control how many transactions are processed per batch.

8. Toggle "Confirm before each batch" if you want a confirmation popup before each batch executes.

9. Check the boxes next to transactions you wish to categorize. Use "Select All" or "Deselect All" for quick selection.

10. Click "Assign Category" to begin. The script processes transactions in batches, shows progress, and handles errors.

11. After completion, the transaction list automatically refreshes showing your updated categories.

WHY IT WORKS WHERE OTHERS FAIL

Many Wave Accounting automation tools fail because they attempt to call Wave's internal API endpoints or rely on brittle DOM selectors that change with every Wave UI update. This script takes a resilient approach: it locates the actual interactive DOM elements Wave renders—the transaction checkbox, the category dropdown or bulk edit modal, and the save/confirm button—and triggers native click events and value changes on them, exactly as a human would. When assigning a category, the script uses multiple selector strategies to find the category interface, handles both dropdown and input-based category selection, and sets the target value using both the native value setter and dispatching "input" and "change" events, ensuring Wave's JavaScript UI registers the update. Between operations, the script introduces controlled delays (300ms between actions and 500ms between batches) to mimic human interaction speed and avoid triggering Wave's rate limiting. By interacting at the UI layer rather than the framework layer, it remains functional across Wave's frequent code updates.

THE PANEL

The script uses BotGentz's BGPanel system, which provides a floating, draggable panel on the right side of your screen. Drag the panel by its header to reposition it anywhere on the page—the panel remembers its position per site and snaps to the nearest edge when released. Click the minimize button to collapse the panel to a small floating bubble; click the bubble to expand it back. Resize the panel vertically by dragging its bottom edge. Press the Escape key to close the panel entirely. All panel state (position, collapsed/expanded) is persisted locally using GM_setValue, so your preferences survive page reloads.

PLEASE NOTE

This userscript requires the free BotGentz browser extension—it is not a standalone application. Wave Accounting periodically updates its website layout and UI components; if the script stops working, an updated version may be released. The script assigns transactions to the target category; ensure you have entered the correct category name before applying. This script does not store, transmit, or process any of your Wave Accounting data outside your local browser. It does not access your password, hidden inputs, or file inputs. All category assignments are performed through Wave's own authenticated session using the official user interface. Use responsibly and verify the target category before assigning.