Bank Connections

For the discussion of bank connections and importing transactions.

Discussion List

  • For tailored support, check out our chatbot, Mave, in your Wave account. You’ll first need to log in to your Wave account and once you’re logged in, you’ll see Mave in the bottom right corner. Mave is the fastest way to get answers about using Wave 24/7. Our Support Team is available through Mave Monday to Friday from 9 a.m. to 5 p.m. Eastern. If…
    AlexL Announcement Closed 23 views 0 comments Started by AlexL April 19, 2021 2:14PM
  • 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 2.4K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • I'm looking to send in a request to add Kabbage Business Checking to your list of banks and I don't see how to do so in the Connected Accounts tab. I can search for "Kabbage" and nothing turns up and I don't see any links to submit a request. It's an American Express company.
    DennisD 241 views 9 comments Most recent by cleomenails January 23, 2022 4:57PM
  • 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 962 views 24 comments Most recent by mbossow January 22, 2022 9:01PM
  • 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 4.2K views 189 comments Most recent by fakenoob January 22, 2022 4:36PM
  • I've recently set up an account with Wave. The transactions pulled over from the bank only once or twice. Now nothing is pulling over. Does anyone know how to solve this? Does this happen with other programs, like QuickBooks, as well? I don't want to wait to import statements monthly. I want the transactions more often.
    SherylSp 4 views 0 comments Started by SherylSp January 21, 2022 11:22AM
  • As the title states, my BoA small business account transactions are all imported reversed. I now have 524+ transactions to correct, and not even sure how to do it?! Ideas on why it is happening and how to fix it?
    fhusnik 11 views 0 comments Started by fhusnik January 21, 2022 2:54AM
  • My CIBC account won't connect to reconcile transactions. I can't get it to work, and today got a messaging saying that CIBC has blocked the connection, and suggested that I "tweet" about it to CIBC. So, is CIBC just not connected and never going to be connected? What is the deal Wave? Should I just save my breath and find another accou…
    comptolo 28 views 4 comments Most recent by wwcavs January 16, 2022 3:43AM
  • SO I can't connect to BMO. That's already strike 1. That's a pretty big bank that's not connecting to to Waves. I am trying to upload my CSV files now for my bank statements. It's giving me error after error. I changed the dates to the correct format and it's still saying that the dates are the problem. Has anyone had this issue? I'm about to give…
    Sheilaplume 2.7K views 64 comments Most recent by Liam_T January 15, 2022 4:41PM
  • TD Credit Card Statements past 6 months are only in PDF, is there any other way I can import transactions that's not manual? I wish I knew bank connections for Credit cards only imported the past 6 months before I signed up.
    farah4 6 views 0 comments Started by farah4 January 11, 2022 7:01PM
  • I've been unable to synch my chase business checking account for the last 5 months now and get robotic e mail replies from Wave saying they "will notify their data provider". How big of an issue is this across your user base and when will it be resolved? It's unsustainable for users. Manual uploads completely defeat the purpose of using …
    sylvial 341 views 6 comments Most recent by tonymats January 11, 2022 2:07PM
  • Hi, over the past few months, my transactions have stopped importing into my Sams' Club credit card account. When I reconnect, it connects, shows my balance, says it's importing, but no transactions will import anymore. Any way to send this information to PLAID to get this working again? Thanks!
    smoke23 7 views 0 comments Started by smoke23 January 8, 2022 3:48PM
  • I have a Venmo credit card issued by Synchrony Bank, but Venmo Credit Card only uses the Venmo app for account management, so there is no login for Synchrony Bank available. Is there a way to connect my credit card to Wave?
    msrvd 36 views 2 comments Most recent by JoseAntonio_FP January 6, 2022 5:22AM
  • sspssp
    Hello, I have several businesses on Wave. Occasionally, Plaid has issues and the bank account for one of them stops working. I then get an email saying "Your account connection isn't working right now", and it suggests me to login and reconnect. Which is fine, except that when I have 25+ businesses on Wave, I have no idea which company's…
    ssp 6 views 0 comments Started by ssp January 5, 2022 7:01PM
    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 19 views 3 comments Most recent by JDW January 4, 2022 5:30PM
  • 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 482 views 17 comments Most recent by Seahawk January 3, 2022 4:43AM
  • Hi, I used the wave connect plug in and successfully uploaded transactions (according to the message in google sheets) but in wave, I see the balance updated but no transactions. When I pull up the transactions for the account, it starts with a negative balance to account for my recent withdrawals that are not appearing. Please help and advise re …
    Aarvee 9 views 1 comment Most recent by Aarvee January 3, 2022 3:48AM
  • 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 775 views 35 comments Most recent by cmata1974 January 2, 2022 6:40PM
  • Hello, Since the new connection page that was launched a few days ago, I can't find a link for my MBNA Canada account. This previously worked fine. Any ideas?
    glover_m 607 views 49 comments Most recent by gorchase December 30, 2021 10:34PM
  • Up a few weeks my chase acct is not syncing. I had reconciled accounts dec 10th but now it says it hasnt been reconciled since nov 1st and all transactions are missing. Others earlier in the year are now doubled. I manually deleted duplicates then manually entered transactions only to have them redeleted. I also tried to resync my account to n…
    Jenm 11 views 0 comments Started by Jenm December 29, 2021 5:29PM
  • Automatic BMO transaction synchronization has always been spotty at best, and is now completely non-functional. I love the application for the most part though, so I went out and signed up for a CIBC business account in the hopes of regaining sync functionality. To my chagrin, the situation did not improve; I now have two business accounts which…
    NetsydeMiro 11 views 0 comments Started by NetsydeMiro December 29, 2021 5:00PM
  • its being down few some time now. when I try to reconnect it show the user name and password is incorrect.
    Deepblue626 9 views 0 comments Started by Deepblue626 December 27, 2021 5:24PM
  • My bank transactions didn't import for over a week, so I disconnected my BMO bank connection. When I went to re-connect it, I discovered BMO is no longer in the list of connected banks?? How can this be? No clue what to do now.
    Cara 110 views 6 comments Most recent by Hydeco December 26, 2021 10:22PM
  • Hello, I recently started using Wave and I cannot link the BMO account to the Wave account. Any ideas why? Thank you.
    suzana 18 views 1 comment Most recent by Hydeco December 26, 2021 10:20PM
  • I was able to connect a USD Capital One card via plaid and when I connected my CAD Capital One card it showed up incorrectly as USD. Is there a fix for this? It's not possible to change the currency. :(
    DashingCollective 12 views 0 comments Started by DashingCollective December 20, 2021 7:45AM
  • Is there a plaid connection to RBC Bank (USA) The list of banks only shows Royal Bank (Canada).
    DashingCollective 27 views 0 comments Started by DashingCollective December 20, 2021 7:43AM
  • 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 78 views 10 comments Most recent by kangtee December 16, 2021 11:30PM
  • My Regions Bank connections have not updated transactions since mid-November 2021. I don't have any error messages, they just haven't added any transactions. Any idea what the solution is?
    LWilcox1 12 views 0 comments Started by LWilcox1 December 13, 2021 9:35PM
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    stretching1 4 views 0 comments Started by stretching1 December 5, 2021 2:25PM
  • Since WaveApps switched to Plaid to connect bank accounts to Wave, I have not been able to connect to my banks business portal (Columbia Bank State Bank). My bank changed to a new system that has 3 fields to enter login information: Company ID, User Name and Password. The only connection Wave is offering is to the personal banking accounts. I h…
    Tripod_Imaging 480 views 15 comments Most recent by KayEm December 3, 2021 6:39PM
  • BECU just updated their business platform. I just signed up for Wave yesterday so that I can invoice my clients, however, I cannot seem to connect the Wave Plaid payment system to my bank. Perhaps it is because of BECU's new business platform update? I can't seem to find help with this anywhere. I tried to manually connect to my bank but there are…
    bainesbuilt 97 views 19 comments Most recent by Hye November 25, 2021 11:21PM
  • My Bank connection is no longer importing the transactions. The dashboard shows the correct balance and shows updated recently. The transaction page is two weeks old, and the accounts dropdown show old balances. I've removed the bank connection and readded it, linking it to the accounts in wave. Still not importing the transactions. I have an…
    Gonzo1982 21 views 0 comments Started by Gonzo1982 November 23, 2021 3:59PM