Bank Connections

For the discussion of bank connections and importing transactions.
 
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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 1.1K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • * On day one I set up the Paypal integration. It went into a bank account called "Paypal" * Many transactions were automatically imported into this account, which I categorized and reviewed * A few days later, Wave said my integration details needed to be updated * I re-entered my credentials, but it created a new account, which I renamed to "P…
    sunnyt713 46 views 4 comments Most recent by Ryan_W April 22, 2019 8:17PM
  • I created a connection to my AMX credit card and put in date to start of 1-1-19. All it did was create one entry called starting balance with a category of owners equity. This entry is dated 12-31-18. Two questions. 1 What is this owners equity entry? I don't think it is correct to have this? (I pay the amx bill personally and reimburse …
    scolesworthy 11 views 1 comment Most recent by Charlotte April 22, 2019 5:09PM
  • When I initially connected my bank accounts, 3 months of transactions automatically uploaded. I wanted older data uploaded so I tried to manually upload a statement with past transactions. I realized that I had accidentally uploaded my spending history from all accounts under just my Business Checking account, which threw my totals completely off.…
    nancyindenver 28 views 3 comments Most recent by Zoe_caff April 22, 2019 1:56PM
  • I mistakenly linked a personal bank account to my Wave account. Now I'm getting a jumble of personal transactions mixed in with my modest business data. How do I eliminate the personal transactions that have been transferred so far? How do I disconnect (deconnect? unconnect?) the linked personal bank account. Please help... Dialogix
    Dialogix 4 views 0 comments Started by Dialogix April 20, 2019 3:58PM
  • Wave does not seem to be compatible with HSBC Canada. The bank's website login sometimes asks for a birthday but Wave is completely unaware of this, requiring only a username & password (confirmed when I edit the login credentials). Also, Wave never asks for any of the security questions. Conversely, the HSBC USA connection does…
    powermod 79 views 8 comments Most recent by James_Hudson April 19, 2019 4:59PM
  • 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 146 views 13 comments Most recent by Adan April 19, 2019 9:10AM
  • I want to link my business credit card, but there is a remaining balance from last year's expenses which I already claimed on my taxes. How do I handle: 1. Beginning Credit Card balance. 2. Transfers (payments) to Credit Card account from my business account? Example: I've only accrued $1,500 in credit card expenses for the current year, but ha…
    AshMay 17 views 2 comments Most recent by AshMay April 19, 2019 2:27AM
  • KBC bank is not supported by Waveapps. This script lets you import statements from your KBC account to Waveapps and manage your finances as if your KBC bank were supported. Check this repo and happy importing https://github.com/fgadaleta/waveapps-kbc-statement
    frag 7 views 1 comment Most recent by JamieD April 18, 2019 5:47PM
  • 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 701 views 21 comments Most recent by JamieD April 17, 2019 3:48PM
  • Hi ive just started taking Stripe payments through Wave for invoices. Now i have the actual invoice amount plus the fee for it transactions then i also have the amount that came in to my bank account. My books wont balance if i leave the Stripe invoice payment amount on there, but if i delete it will it dissapear from the invoice. Could anyone adv…
    Celtic_Storm36 12 views 1 comment Most recent by JamieD April 17, 2019 3:38PM
  • it seems the Barclays website has had an update and wave can no longer import the statements through the connection any more. anyone else had this issue, will there be a fix?
    Ian_Bond 14 views 2 comments Most recent by JamieD April 17, 2019 3:01PM
  • Just signed up and a bit surprised that Tide is not available as a bank connection. Any plans on your roadmap to add them to Wave? Not being able to connect my business bank account is a bit of a deal breaker for me, so would just like to know if you guys plan to add Tide in the near future. Cheers!
    leb0wsk1 5 views 1 comment Most recent by JamieD April 17, 2019 2:54PM
  • I have connected to ING-DiBa Bank Germany successfully last week, but for 4 days the connection has stopped working. "There is a technical issue between Wave and your bank. We're on the case. Attempt to update in a few days and if it persists, visit our help center to investigate." No further details are provided and the help page is…
    uniqueeunike 7 views 1 comment Most recent by James_Hudson April 16, 2019 9:05PM
  • I am having issues connecting to my bank? Westpac NZ? I have read other discussions about issues with bank connections, but they all look to be resolved. Is anyone else in NZ having issues connecting with Westpac?
    HannahB 13 views 1 comment Most recent by James_Hudson April 16, 2019 5:23PM
  • 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 218 views 17 comments Most recent by JamieD April 13, 2019 9:24PM
  • Hi, I've recently started using wave. I did have my bank connected and statements were uploaded, however there were duplicates of a lot of entries so I deleted all transaction history, removed my bank account, and decided to start fresh. However, since I removed the bank account, it won't reconnect - I get the endless ping-ping loading symbol and…
    rhythmgracedance 68 views 10 comments Most recent by Samd April 12, 2019 3:50PM
  • Hi there, I have now setup Wave to do my Payroll, and also have a bank connection with my checking account that payroll is paid out of. That is resulting in 2 entries - 1 created by Payroll, and one for the withdrawal from my account - see the image to make that clear. Is there a way to merge the 2 (ideally automatically)? If not, do I just delet…
    jacsbuchanan 16 views 1 comment Most recent by Zoe_caff April 10, 2019 6:43PM
  • Paypal doesn't auto import? Unless I go to Integrations > Pencil Icon > then click save button
    snappyfish 26 views 11 comments Most recent by tylertervooren April 8, 2019 4:24PM
  • 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 72 views 15 comments Most recent by SimonE March 29, 2019 11:23PM
  • 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 210 views 26 comments Most recent by alexlewiszarkos March 25, 2019 8:12PM
  • I saw a thread on this from last year but the discussion is closed. I also see other people are currently having this problem currently. For the last few months my accounts are not updating accurately. I did all the things it said. Including deleting the accounts and adding the accounts again. It has the total correct but will not add the transac…
    HeatherCavern 17 views 1 comment Most recent by Samd March 21, 2019 4:36PM
  • I've just signed up to Wave and I'm getting very fed up at not being able to connect to my bank account (HSBC UK). I've logged back into my bank account so I know my log in details are correct but I keep getting an error message from Wave, telling my my details are incorrect. I thought Wave was supposed to be easy?
    AlexWindsor 14 views 1 comment Most recent by JamieD March 20, 2019 9:18PM
  • Hi Everyone, I was wondering if connecting Revolut and Qonto will be possible in the near future? I am currently switching from Société Générale in France (which was integrated) to Qonto and Revolut (N26 is already linked to my Personnal...) Importing transaction manually is boring (yes I am lazy... ) Among the 10k+ financial institution, c…
    Guillaume_BS 22 views 6 comments Most recent by Ryan_W March 19, 2019 8:46PM
  • 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 94 views 12 comments Most recent by Zoe_caff March 18, 2019 8:51PM
  • Hi guys. I have recently connected my bank account to my wave dashboard, and all my transactions are importing well, which is an awesome feature thanks wave, my only challenge is that when a client pays directly into my account and I have to record a payment for their invoice it results in double accounting and overstates my income. Is there…
    MutCon 134 views 3 comments Most recent by Ryan_W March 18, 2019 7:32PM
  • Hi there, I started using wave a month ago. I had no problem uploading a CSV of bank transactions. A week ago I tried to upload more transactions and received the error message. I have read through threads in this forum and tried all the suggestions (trying other supported file formats, saving a copy of the csv in Google sheets to clean the …
    Greedyandco 19 views 1 comment Most recent by Ryan_W March 15, 2019 10:38PM
  • Hi I've just started using Wave and have successfully uploaded my normal bank transactions. Howerver, my report from Paypal doesn't have separate deposit and withdrawla columns. It just uses one column with deposits being positive and withdrawals being negative. What is the easiest way to upload this?
    Fireraiser 16 views 1 comment Most recent by Ryan_W March 14, 2019 10:00PM
  • I absolutely cannot connect to my Aspiration bank account. I go through the whole process, entering my login info, getting an email with a verification code and entering that and it bring up this error: Wave is unable to locate your account(s). Go to Banking > Bank Connections in the sidebar menu and ensure you have chosen the correct bank. …
    curtbonnemvo 15 views 3 comments Most recent by JamieD March 14, 2019 8:38PM
 
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