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 908 views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • Hello. I have several bank connections to Wave, most of which work most of the time. (Some have been dead for about a year, despite the message “we are working on the issue”) However, I’m trying to add an additional HSBC UK connection. I complete all of the required fields (username, memorable answer, type of login, password), and after hitt…
    AndrewR 126 views 10 comments Most recent by Samd February 21, 2019 6:02PM
  • Last week BMO rolled out new online banking and a new mobile app. I assume they also rolled out a new API. No one is able top provide any insight on or an ETA for reestablishing the connection. I was pointed to the manual procedure of downloading a Quickbooks file from the bank and importing into Wave. That requires watching for overlap as it …
    petes 49 views 13 comments Most recent by Charlotte February 20, 2019 1:02AM
  • Has anyone ever had a discrepancy between wave and your bank statement when doing the reconciliation? For whatever reason I cant find the missing dollars. Ive printed out my bank statement and wave statement and compared numbers but cant seem to find the difference. Ive also checked the beginning balances and the ending balances. the ending balan…
    supremelandscapingco 21 views 4 comments Most recent by JamieD February 19, 2019 9:26PM
  • My bank shows that it should be importing with the green button on. My transactions are not importing. I have toggled off and on and clear cache.
    tormcgraw 465 views 13 comments Most recent by JamieD February 19, 2019 5:25PM
  • My Rogers Bank Mastercard just went two-factor and now it cannot be synced to Wave. I have two TD accounts that the bank is converting and I suspect syncing will fail after this. To make matters worse the QFX file format seems to be malformed - dunno who is doing it wrong but it cannot validate. So my question is does Wave have a work-around o…
    pngriba 11 views 1 comment Most recent by Ryan_W February 18, 2019 4:38PM
  • Hi there! After many months of the Capital One Spark Checking failing to import my transactions and getting no help from anyone, I did a few things this morning: * I tried adding Spark Checking to Mint... it imported my transactions perfectly. So that led me to believe the problem is on the Wave side of things. * I read everything I could …
    RachelGeeksOut 401 views 50 comments Most recent by plumquest February 15, 2019 6:42PM
  • 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 visit o…
    AireLibreRunning 15 views 3 comments Most recent by Samd February 15, 2019 3:18PM
  • These 2 banks are becoming a bit of a phenomenon in the UK, taking over the industry, but Wave does not support them. Could you look into implementing these at some point.
    luke1991 28 views 6 comments Most recent by luke1991 February 15, 2019 7:03AM
  • Trying to connect to LandMark bank (MO, OK, TX), however, is this the personal banking or the business banking. When I sign in to business banking, I am asked for the company ID number, and user ID and once I input that, I get taken to another page for my password. The login that Wave gives me for Landmark only has a user ID and password. I'…
    Zenista 9 views 1 comment Most recent by JamieD February 14, 2019 4:36PM
  • R_LR_L
    Hi - in process of recording historical transactions (from 13-24 months ago) into Wave, i.e., into Checking Account. Is there a way to see a running total of the cash balance in our checking account? This would make it easier to reconcile bank statements as well. In Accounting/Transactions I see a list of all the historical transactions, but do n…
    R_L 41 views 10 comments Most recent by JustinA February 13, 2019 5:58PM
  • Hi there, linking my HSBC business acount is not working. I get the error message that HSBC site is not working and to try log on there. My log on works fine there so why is Wave not connecting to it? After Username and password are through and it asks what my security code is, is that the code generated by the code generator device I have?
    Diamondgirl 19 views 3 comments Most recent by zuza February 13, 2019 2:06AM
  • Hi, thanks for adding my bank. When I add the bank connection it sees the Savings and Checking accounts, but I noticed that there's no way to add the Visa card that is also part of the bank account. I sent a request to add Platinum Visa connection for First Entertainment.
    TLCINC_18 6 views 1 comment Most recent by Charlotte February 13, 2019 1:01AM
  • Hi, Previously I have done my accounting by hand with Excel but I want to move over to Wave. However, I'm stuck with trying to import my bank account statements. I first tried to connect my bank account (BNZ Business) but after entering my details and clicking the "connect" button, nothing happens. I have tried this on multiple browsers, …
    PeacockSolutions 35 views 6 comments Most recent by Charlotte February 12, 2019 10:51PM
  • Hi there, I'm trying to upload bank transactions that are only dating back to Oct 1, 2018 but noticed a bunch of transactions missing on wave that were on my bank statement. I tried updating and deleting and re-adding the bank connection but no luck. RBC only allows me to download my statements in PDF format. Anyone else having issues or know…
    Mermaid_Beauty1 26 views 4 comments Most recent by Charlotte February 12, 2019 10:42PM
  • Our company transaction is growing and wonder is it safe to connect my bank account to the accounting system ?
    evelyntong 15 views 1 comment Most recent by Charlotte February 12, 2019 9:25PM
  • I'm new to Wave and to accounting really. Need help understanding something. I've connected my business cc and bank account to Wave. It is currently importing transactions from my credit card which is great. But eventually it is also going to import a credit card payment when I make one. Wouldn't that be deducting the same transactions twice? Onc…
    JourneyEleven 40 views 6 comments Most recent by Sophia February 12, 2019 4:32PM
  • Hello everyone! I recently uploaded a CSV file of my Checking Account's transaction record for 2015, but when I finished the upload, all of the transactions were logged as deposits! This includes the expenses, which would be withdrawals. The expenses had negative amounts in the CSV file, and the deposits had positive balances. Anyhow, my exp…
    Jetzy_App_2019 12 views 1 comment Most recent by Sophia February 12, 2019 4:28PM
  • Hi, I'm unable to connect to Bank (St.George - Australia). Error: Username or Password incorrect. The login page for this bank requires Username, Security Number and Password. Has anyone encountered this? Any suggestions. Cheers, Sven
    Sven 14 views 3 comments Most recent by amandak February 12, 2019 4:18PM
  • Good morning, I was having problems with my Capitec South Africa and ING Netherlands bank accounts. They wouldn't sync anymore. So I removed them with the intention of re-adding them. When I try to connect them from scratch I can fill in their usernames and passwords, but when I hit the 'connect' button nothing happens. Please help me. Thank…
    linda_v 16 views 7 comments Most recent by amandak February 12, 2019 4:13PM
  • Hi, about 3 weeks ago wave stopped being able to connect to my account (Cumberland BS UK) it says my credentials are incorrect when they aren't. Tried re entering them numerous times, and eventually removed the bank connection in an attempt to reconect the accounts but infuriatingly it still says that my login details are incorrect - when they are…
    STA0987 62 views 16 comments Most recent by amandak February 12, 2019 4:09PM
  • I have this error for my bank, Login credentials are incorrect. I have changed my password and need to change it in Wave. Each time I try to click on the password field and without being able to enter anything the screen changes to a blue line circling, and its endless. Please help
    Barker2k 7 views 2 comments Most recent by amandak February 12, 2019 4:05PM
  • My husband and I own our house and rent it out in the summer to afford the mortgage. But I am now drowning in spreadsheets. I am doing well at tracking the income, but when it comes to expenses, it's one big mess. I got us a joint credit card and put everything possible on autopay. But now our renovations are on the same card asthe new sheets and …
    danakris 22 views 1 comment Most recent by Ryan_W February 11, 2019 8:02PM
  • I use a credit card from Simmons First National Bank. The login website is different from their checking/savings accounts ( Is there any way to have this site added to Wave?
    mromine 11 views 3 comments Most recent by Ryan_W February 11, 2019 7:30PM
  • I wasn't seeing all of my transactions in Wave, so I deleted all of the transactions and unlinked my bank accounts to start from scratch. Now I am trying to relink my bank accounts but I keep getting the message "Unable to Connect. Please try again." I have cleared my cache and tried to connect on multiple browsers but am still seeing the same iss…
    sundayfunday 34 views 3 comments Most recent by Ryan_W February 11, 2019 6:45PM
  • I am wondering if I will ever be able to connect Wave to my bank account with Greater Community Bank. I don't like the idea of having to upload the monthly statement. Everytime I try to connect my account it tells me I'm not entering the correct credentials but I know I am... I really want to use your software but if I cannot connect my bank for a…
    JandBee 14 views 1 comment Most recent by Samd February 6, 2019 4:25PM
  • I am trying to connect to I can not find my bank on the list. Please let me know how to connect to my bank. Thank you
    Bebe123 47 views 3 comments Most recent by Ryan_W February 4, 2019 6:49PM
  • I am brand new to Wave. Trying to establish the initial connection to my Wells Fargo business checking account. I receive the following message: "Your bank needs you to review your account details. Log in to your online banking and fill out any information that is required, then try connecting to Wave again.". I login to Wells Fargo, nothing noted…
    hollyivy 74 views 11 comments Most recent by zuza January 30, 2019 2:11PM
  • Hi I can see that Tide is not supported at the moment for automatic connection but how do I add my Tide current account to the Dashboard when I have added it manually to the accounts? Thanks Sarah
    SarahR 23 views 2 comments Most recent by SarahR January 29, 2019 6:12PM
  • The PayPal integration is really broken. I've been trying to migrate my business over to Wave, but the integration looks like a dealbreaker at this point. Connecting with my Paypal adds a starting balance, but nothing more. No transactions are imported - either historical transactions or transactions that occurred after the connection. I've …
    sunnyt7 33 views 5 comments Most recent by sunnyt7 January 28, 2019 8:39PM
  • Paypal doesn't auto import? Unless I go to Integrations > Pencil Icon > then click save button
    snappyfish 27 views 5 comments Most recent by JamieD January 28, 2019 7:22PM