Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • In addition to manual entry of transactions, Wave offers the ability to import your transactions in Microsoft Money (.OFX), Quickbooks (.QBO), Quicken (.QFX) or Simply Accounting (.ASO), and Comma Separated Value (.CSV) formats. If you are wondering about these methods, our Help Center is a great place to start. These import options make it easy t…
    Charlotte Announcement Closed 2.2K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • I have a two part question with questions italicized. I set up a Wave Business account but inadvertently linked my business and personal bank checking and savings and credit card accounts to the Wave business account. I also categorized transactions tied to business spending on the chart of accounts. I now need to separate out the personal chec…
    flconsult 10 views 0 comments Started by flconsult March 5, 2021 9:39PM
  • I have linked my business bank account to my Wave accounting system. The transactions are importing without problem, but I noticed that my bank balance does not show on the balance sheet under my assets. How can I rectify this? Or do I need to do this manually? Thanks for you help!
    Steven_Heyman3 43 views 2 comments Most recent by Steven_Heyman3 March 5, 2021 9:53AM
  • My balance is updating but my transactions are not. Is there a fix for this? Update: It appears there is like a 2 day delay. My transactions have updated
    Davis 10 views 0 comments Started by Davis March 4, 2021 2:31PM
  • I have a personal and business account connected to Wave. It seems that both accounts are pulled into the P&L report when I run it for the business. Is there an option to turn that off? My entire reconciliation is off by tens of thousands of $. TY.
    atinama 7 views 2 comments Most recent by atinama March 4, 2021 3:27AM
  • Nothing has shown up in Wave from my accounts since 1/22
    Mark832 6 views 2 comments Most recent by CCR March 3, 2021 7:01PM
  • I have been having problem importing my TD Bank transactions since yesterday. The connection of the bank seems fine and connected, but there are no transactions shown in my Wave. Does it take up to 7 days as the robot chat says? Thanks in advance.
    kangtee 31 views 6 comments Most recent by AlexL March 2, 2021 10:00PM
  • Your bank connection used to be extremely good, the new one sucks! I reconnected my RBC account it works for that one day then stops and says the connection isn't working and forces you to go through putting in the passwords all over again. Only to have the same thing happen the following day. Wave has now gone from being one of the best tools a…
    MartyD 2.8K views 181 comments Most recent by JulianP March 2, 2021 7:07PM
  • I have my bank connected and Wave automatically records every payment but then when I also manually record the same payment, Wave doesn't recognize it is the same payment and keeps both payments as if they were 2 different ones. The problem is that then Wave adds up all payments and makes my accounting totally messed up. Is there a way Waze can be…
    hgrimberg 7 views 3 comments Most recent by JulianP February 26, 2021 7:26PM
  • Posted: July 15, 2020 Issue: My connection between Wave and SunTrust - Business Online has stopped connecting under the Connected Accounts section of Wave. I have logged into suntrust.com and accepted their new license agreement since they update the interface. However, I still get an error message about my login being incorrect. Anyone else…
    chrisinvb 525 views 52 comments Most recent by berryb28 February 25, 2021 3:04PM
  • Hi, All my transactions in my connected bank account are importing backwards. Deposits show as withdrawals and withdrawals as deposits.
    josecgomez 79 views 15 comments Most recent by josecgomez February 23, 2021 9:31PM
  • JDWJDW
    I recently opened up a new American Express account and added a second cardholder. When I linked the account through the Waze bank connection, I specifically chose the primary (my) card for which to import charges. Unfortunately it is importing charges from both the primary and secondary cards. How do I get this to stop? I only want the primar…
    JDW 3 views 1 comment Most recent by KiahD February 23, 2021 8:57PM
  • I have used Wave for a number of years. Never had a problem connecting bank account. I setup an account with Bluevine just now and the connection keeps telling me my account is locked out when I'm logging in to bluevine on the site just fine. Any ideas?
    Robl45 118 views 10 comments Most recent by AlexL February 23, 2021 4:39PM
  • The account I use to receive Wave payments stopped working over the weekend. I cannot reconnect it. The Plaid dialogue box tells me the number of attempts has been exceeded, but it said that the first time I tried to reconnect. I've got a Wave payment sitting in my Wave account that should've been transferred to my business checking account yeste…
    Sleeping_Cat_Books 11 views 1 comment Most recent by AlexL February 23, 2021 4:36PM
  • We are with a major Canadian Bank. The last import transaction showing up in my Wave account is Aug 11/2020. Also wave use to show a "Last Updated" with a date when referring to the connected bank account, however this is no longer displayed so I have no idea when it last tried to update. Please help wave. Thanks
    Daren 96 views 27 comments Most recent by John_Miller February 22, 2021 4:23PM
  • I recently got a new credit card account at Chase bank. I already have my Wave account connected to Chase bank. Is there a way for the connection to be "refreshed" and the new account recognized and added. It appears that I have to create a new connection and exclude the accounts that I have already so that I don't have duplicate imports…
    Jeff_Voegtlin 90 views 5 comments Most recent by PeterMP February 17, 2021 8:14PM
  • Finally got my accounts to re-establish connection with the new import integration and now in reconciliation somehow all of my debits are under 'credits' and vice versa. Everything is out of balance...all the way back to 2017 now. Help!
    landexearthworks 22 views 5 comments Most recent by NancyC February 17, 2021 4:28PM
  • Transactions are being imported from our Bluevine bank account. The debits import as credits and the credits are importing as debits. Essentially when we make x-amount of money it says we loose x-amount of money.
    kreativconnor 22 views 4 comments Most recent by MurrayW February 16, 2021 10:04PM
  • I use a Walmart Canada MasterCard and used to get the transactions automatically imported to Wave. Recently Walmart changed their MasterCard website from https://walmartfinancialservices.ca to https://www.walmartrewardsmc.ca Since this change, the bank connection does not work (transactions not imported and new connections cannot be added). This…
    AlMehdi 490 views 3 comments Most recent by AlexL February 16, 2021 7:21PM
  • I cannot connect Wave to my Scotiabank account since Jan 25, 2021, or to a client who also uses this bank. I was able to to delete and reestablish my connection (for now), but my client's account has "Payouts" on one of the bank accounts and can't be deleted. Trying to set them up as if new accounts used to work, but now get a message sa…
    APColeman 12 views 2 comments Most recent by APColeman February 16, 2021 5:19PM
  • I had my bank (BECU) connected to my Wave account. It worked for a few weeks (I just started using Wave). Now it no longer imports anything. I log into my account on becu.org and there are transactions that never appear in Wave. I understand that sometimes these connections stop working. But there is no noticed in Wave that things stopped working…
    Radium 126 views 3 comments Most recent by KiahD February 11, 2021 9:09PM
  • Is my bank no longer supported?
    mollie 2 views 1 comment Most recent by KiahD February 11, 2021 6:43PM
  • Bank connection that has been established for over a year and working well has not updated in 2 weeks. There are several transactions during this period. It is a large US bank. Further, in an attempt to delete the connection and reconnect, the software will not allow me to delete it without redirecting payouts. Yet it will not accept the change…
    ken_bail3y 53 views 21 comments Most recent by AlexL February 9, 2021 3:35PM
  • My chequing account is the only one of my Vancity Accounts that is connecting/importing. I'm wondering on what the timeline for other Vancity accounts like Membership Shares or Vancity Visa? Can you guys release a roadmap/timeline for implementation? It would be a huge benefit to all of those (like me) who own a small business and rely on the au…
    Griz 803 views 21 comments Most recent by Williston February 4, 2021 11:16PM
  • The Coast Capital Savings Credit Union bank connection used to work well, but Coast Capital recently performed a platform upgrade that changed how users sign into their Online Banking. They are running the old platform (supported by Wave) and the new platform (not supported by Wave) in parallel, phasing out the old for the new. I recently upgrade…
    Dhruv 331 views 14 comments Most recent by John_T February 2, 2021 5:06AM
  • Is there a list somewhere of banks offering business checking that actually connect with the Wave App. I have tried two banks and neither work, and see lots of complaints about banks not working. I am just wondering if there is a list somewhere of banks that DO work. Thanks
    Houlihan99 67 views 5 comments Most recent by lmcsoriat January 27, 2021 8:41PM
  • we have a business advantage checking and savings account in USA. the login for that bank is https://www1.bmoharris.com/www/#/login but i don't see that bank in the list of bank options. i see one for bmo canada that needs a card number to connect to but do you have one for US market that has checking/saving account login?
    vharikrishna 11 views 2 comments Most recent by vharikrishna January 23, 2021 7:11AM
  • Problem is what the title says. Transfers are making duplicate entries. Example shown below is for transfer from my personal to business account. TD bank easyweb is showing transactions correctly. Wave business account transactions view: **Wave personal transactions view: **
    StrugglingIC 22 views 2 comments Most recent by StrugglingIC January 16, 2021 9:26AM
  • Hi, I have a TD access card set up with limited access. It means the card can only read the transactions on online banking, but no other actions can be done there. This card had been working fine for the bank connect at Wave for years, but not any more after the recent bank connect update. The error says "No available accounts - Your credenti…
    chowdrew 129 views 9 comments Most recent by JulianP January 15, 2021 5:31PM
  • Hi, I am attempting to connect Wave accounting to my HSBC Canada bank accounts. I see the option for HSBC Canada is available, but I am not able to ever get it to connect as it continues to tell me to try again later. Is this a known issue?
    wkrinsky 13 views 3 comments Most recent by JulianP January 14, 2021 7:17PM
  • Thank you for an amazing free resource. Wells Fargo has not updated neither does it show me text under "connected accounts" - last updated XXX hrs ago. In addition, under Reconciliation, it shows - reconciled up to today. Which is untrue! No Wells fargo activity was downloaded since Dec 22nd. Please help. thank you,
    newstart 23 views 3 comments Most recent by JulianP January 13, 2021 7:36PM