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 2.1K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • 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 68 views 16 comments Most recent by Barsin September 18, 2020 8:26PM
  • I linked my bank and have duplicate transactions, but the duplicate has in its title "memo posted today" Example: 08.20.2020 payment Topcashback $40 08.20.2020 Topcashback payment ACH Entry Memo Posted Today $40 Why is this? I am simply deleting all transactions that says Entry Memo Posted Today"
    dontworryaboutit 4 views 1 comment Most recent by Barsin September 18, 2020 8:19PM
  • Help!!! I have a bank connected that has an account and a credit card. Up until July both of them were loading the transactions just fine. Now, the account is only working but the credit card is not loading the transactions. I have followed the help presented by the bot, and I have also submitted a request for help twice but did not get a repl…
    Tanya_May 9 views 2 comments Most recent by Alfred_Madere September 18, 2020 1:27AM
  • We haven't been able to get our bank to download connections for quite some time now. We have tried clearing cache, and other suggestions but still nothing. Any Thoughts?
    Kubient 31 views 5 comments Most recent by Alfred_Madere September 18, 2020 1:26AM
  • When I connected my bank account I knew from the start that something was off. The balances in all my accounts were nearly a week old. The transactions for the account that I connected did not show up in wave. This is the primary feature that I in wave. I have tried disconnecting and re-adding my bank account several times, no change. It even say…
    Alfred_Madere 2 views 0 comments Started by Alfred_Madere September 18, 2020 1:25AM
  • UPDATE: Today an error message appeared in Wave for this connection with an option to Reconnect, but clicking the button just results in a spinning wheel. Hi, It looks like the connection to Azlo Bank broke sometime between August 5 and September 5. Is this a known issue? I tried turning sync off and on again to no avail. It won't let me delete …
    wimsy 11 views 2 comments Most recent by wimsy September 17, 2020 9:54AM
  • Wave is not able to connect/import transactions from business banking, however the connections to personal banking continues to work. Wave (RBC Business accounts) stopped working in multiple companies we manage, as of May 28th, that is when the "Last updated" field disappeared. Fore personal account at RBC, the "Last updated"…
    Howard Thaw 72 views 14 comments Most recent by Barsin September 16, 2020 5:42PM
  • So I've been using Wave to track my expenses for 2 separate businesses, both of which have accounts with Mountain America Credit Union (MACU). This has been working well for us for a few years with transactions updating automatically each day. But I notice the last few weeks none of my MACU accounts are updating. Also they no longer show any $ bal…
    familee 14 views 2 comments Most recent by familee September 16, 2020 2:35PM
  • Several times in attempting to address user frustration with the failure to integrate properly with Capital One on this forum, I have seen Wave reps suggest, "We recommend using our CSV uploader and our Google Sheets add-on, Wave Connect to do direct bulk uploads at this time." I have brought this to Wave's attention in support emails b…
    JenG 21 views 2 comments Most recent by imalves September 16, 2020 2:44AM
  • Seeing an error message that indicates that the date shown for an imported transaction is different from what is shown at the bank end. Because of this Wave is not allowing this transaction to be marked as reviewed. Unable to manually change the date and save it. Since the transaction was imported by Wave in the first place, not clear how else it …
    rise 9 views 5 comments Most recent by AlexL September 15, 2020 7:58PM
  • 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 258 views 13 comments Most recent by AlexL September 15, 2020 7:50PM
  • I am trying to integrate PayPal. After giving PayPal the necessary permissions, when I click on the red-colored "Configure" links in Waveapps, it generates an error — please see https://imgur.com/a/DXKQ6R3. Can you please help? Thank you. JC.
    javacafe 9 views 2 comments Most recent by javacafe September 15, 2020 5:01PM
  • 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 50 views 15 comments Most recent by JimH September 13, 2020 9:21PM
  • This debacle now seems to be going from bad to worse. My connected account is no longer showing when it last updated. It now just states "Automatically import transactions into Accounting", however there seems to be nothing automatic about it. It has now been 3 days since it last updated. Please Wave get this fixed. This new aggregator …
    Daren 91 views 15 comments Most recent by AlexL September 11, 2020 8:51PM
  • Wave has worked beautifully for months with Mountain America Credit Union, but has recently stopped importing transactions. It says it was last updated 12 hours ago, and my bank shows that these logins are occurring, but no new transactions have been added since Aug 21, 2020. I chatted with the bot and was told someone would reach out to me, but t…
    tandrus3 16 views 4 comments Most recent by tandrus3 September 10, 2020 8:01PM
  • I haven't been able to import transactions from TCF bank since August 17th. I have tried turning the import off and on several times, as this has helped in the past. But still no luck.
    lswebs 16 views 2 comments Most recent by lswebs September 4, 2020 2:49PM
  • I am trying to connect to https://www.tcbanknv.com/ I can not find my bank on the list. Please let me know how to connect to my bank. Thank you
    Bebe123 285 views 6 comments Most recent by scaretours August 30, 2020 10:36PM
  • I've been using Wave for about a year now, and I've never had any trouble automatically importing my transactions from three sepearate Amex cards. About a week ago, all of them stopped updating. When I tried to click the manual update button, it would go through the status changes but never update. So, I deleted the connection and tried to re-add …
    tony140 161 views 12 comments Most recent by Jamr August 29, 2020 9:30PM
  • My bank only allows the ability to download statements by PDF only. How can I upload the statement to show my account transactions?
    Islandsun42 10 views 1 comment Most recent by Barsin August 27, 2020 4:14PM
  • Hi , I recently linked my bank account to wave. Because I imported everything from this year I had duplicate transactions. It was showing me invoice payments in wave and also the deposit from Moneris in my account . I assumed this was giving me duplicate money so I deleted all the visa/MasterCard deposits from the transactions but now I have a ne…
    Picardmobile2020 10 views 1 comment Most recent by Barsin August 25, 2020 7:04PM
  • Added a second business savings account two weeks ago and would like to connect it to Wave, but it hasn't shown up as a choice under Connected Accounts (all my other WF accounts are there as choices, even I've only connected the checking account to Wave) Is there a way to force the list to be refreshed?
    Andyland 12 views 1 comment Most recent by Barsin August 21, 2020 6:50PM
  • For over a week my Scotiabank accounts are no longer syncing with Wave. I did notice that SB recently added multi-factor signin using security questions. I tried turning sync on/off but that didn't help. Would removing the connection altogether and renewing the sync work? Or is this a matter of patience as Wave's integration provider figures thing…
    geoteo 12 views 1 comment Most recent by Barsin August 20, 2020 8:40PM
  • 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 110 views 1 comment Most recent by ConnorM August 17, 2020 4:50PM
  • I was finally able to connect Wave to my Capital One accounts, but my Spark business accounts don't show up. Has anyone had this problem? When will this issue get resolved?
    Encompass 170 views 8 comments Most recent by Highline August 14, 2020 6:12PM
  • Hi All, I have the same bank account that for some reason is duplicated in Wave. How can I consolidate?
    alloutgraphix 11 views 1 comment Most recent by CallieP August 14, 2020 2:07PM
  • I recently created a new company. I connected by bank accounts (checking & credit card) with no problem. I imported transactions from 1/1/19. No problems. I then activated Payments. In the activation process the system naturally asked me to connect the Payments account to my bank account, which I did. Now, in the Connected Accounts tab under B…
    Fritz_G 57 views 3 comments Most recent by CallieP August 13, 2020 8:57PM
  • After selecting my bank from dropdown and entering the correct credentials (same ones I use to login at the bank's website) I get the following message: "It looks like there are no bank or credit card accounts associated with those credentials. Please confirm that you've connected the right account. If you believe there is an error, please vi…
    AireLibreRunning 172 views 5 comments Most recent by Barsin August 5, 2020 9:14PM
  • How can I get my bank listed in this app? If I cannot connect to my bank, then I am afraid that I will have to use another software. Thanks!
    Michael_F 11 views 1 comment Most recent by Barsin August 4, 2020 5:29PM
  • Apparently, Wave uses a service called Plaid to connect to banks, but Plaid does not work. The suggested fix is to download and then upload bank statements. Really? I would like to use Wave, but cannot even if it were the only game in town. Pretty poor showing, even if it is Plaids problem. And the finger pointing. Egad!
    TJude 21 views 2 comments Most recent by Barsin August 3, 2020 8:12PM