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 1.8K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • 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 66 views 22 comments Most recent by MegnaGaming April 4, 2020 2:28PM
  • Hi, I'm having trouble connecting my Wells Fargo accounts to Wave. I can access my account fine. After entering my credentials and then the 2-step verification code sent by text, I get the following error: (Image)
    JLook7 178 views 9 comments Most recent by chrisco April 3, 2020 8:36PM
  • EDIT: It appears there is an issue with texting the code to a mobile phone. When I sent it to my email it worked fine. I'm trying to connect my Tangerine account through bank connections but it fails and I get an error. I get through the security question then when I select a number to send a code it fails and says error "there was a problem…
    Doug1993 4 views 1 comment Most recent by ConnorM March 30, 2020 5:14PM
  • So I am new user to this platform and I am trying to upload the bank statement but it keep saying "Wave is having difficulty reading the dates of your transactions" even though I change it into correct format. So, I am totally lost on what to do. Can anybody give me some tips?(Image)
    Cassandra 15 views 5 comments Most recent by BarsinA March 24, 2020 1:45PM
  • Hello! Love your software, however RBC banking transactions stopped importing round about Jan 22. Any updates as to when this will be resolved? Thank you.
    brianlink 85 views 13 comments Most recent by ConnorM March 20, 2020 2:44PM
  • 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 327 views 64 comments Most recent by EmmaP March 19, 2020 2:59PM
  • hi - loving the product so far and really hopeful for it. did notice this though : i have 2 accounts in the same bank, one is a EUROS account, and the other is a USD account (we deal with lots of clients from these two locales, and we did this before TransferWise came around :wink: ... ) - it's showing up both accounts, which I was very impresse…
    airplanenoise 6 views 3 comments Most recent by darren_sbm March 18, 2020 11:17PM
  • My imported banking transactions are always six days behind. Is there a reason for this or a setting to make them more current?
    BrettRevAuto 12 views 1 comment Most recent by JordanD March 17, 2020 6:44PM
  • Hi I'm new here. I am trying to connect my BMO ebusiness (small business) checking account and I get the error message : No supported accounts Your connection was successful but there are no account types eligible for transaction import. See our help center for more information about supported account types. Am I doing anything wrong? The a…
    DaMan 28 views 3 comments Most recent by DaMan March 17, 2020 6:38PM
  • I have some duplicate downloaded transfers (as seen in other discussions). How do I know which one has been reconciled? I don't want to delete the wrong one.
    cm58 9 views 1 comment Most recent by ConnorM March 12, 2020 6:47PM
  • I connected my nonprofit accounts to Wave easily. However, when I look under transactions it is showing my personal account transactions as well as the nonprofit ones. How can I get it to stop doing that?
    NF77 9 views 1 comment Most recent by ConnorM March 12, 2020 5:20PM
  • We are a landscaping company and when we send out estimates for jobs, we tell the client that there is a 40% deposit prior to starting services. This is to obtain materials and such. Currently, we have a line item named "Deposit" with the income account "Installation Services". We create and send an invoice for the customers t…
    SouthlandOutdoor 17 views 1 comment Most recent by ConnorM March 12, 2020 2:15PM
  • 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 25 views 3 comments Most recent by JordanD March 12, 2020 2:04PM
  • 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 56 views 16 comments Most recent by Judit March 11, 2020 10:25PM
  • 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 47 views 4 comments Most recent by ConnorM March 11, 2020 3:01PM
  • 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 997 views 108 comments Most recent by daHawaiianStore March 11, 2020 1:22AM
  • Hi - when I signed into waves today, it asked me to re-enter my bank credentials - which I did - I then noticed that the auto import from the bank account was not turned ON. So when I turned it ON, it re-imported all of the transactions again and now I have double entries of the same transaction from the same bank account. How can I fix this? I wo…
    karthikshan 100 views 9 comments Most recent by ConnorM March 10, 2020 8:47PM
  • Hi, Due to a malicious attempt by someone to access my bank account my bank made me change my username. I'd like to keep the account in wave but when I try to login it says I'm using the wrong username because it's different from the one that I originally entered, which is true, but the account is actually the same. Please help me resolve this.
    username1 8 views 1 comment Most recent by ConnorM March 10, 2020 7:42PM
  • Adding to the pile of bank connections that used to work, but now don't... I really wish there was some sort of list of what is being worked on, or alternately, will never work again... * What is the status on the "Comerica Bank" connection? Very large regional bank in the USA (the Detroit Tigers play in "Comerica Park") * The…
    RaimoK 19 views 2 comments Most recent by ConnorM March 10, 2020 3:21PM
  • Hi, I have processed a payment dated 16th May 2019 through the Add Income covering multiple invoices. The invoices are marked as paid correctly, but the transactions is not showing in the Transactions list and neither in the bank when reconciling. Can you assist?
    Caroline_Borg 22 views 1 comment Most recent by ConnorM March 10, 2020 1:31PM
  • 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 39 views 4 comments Most recent by Alex_7 March 9, 2020 8:13PM
  • I've done this in the past and its worked but for the last week I've been receiving this message: INVALID REQUEST The web server for the domain is unavailable at this time. The origin is having network or application issues. Can anyone help? Thanks Liz
    Liz_uk62 17 views 1 comment Most recent by EmmaP March 6, 2020 5:13PM
  • 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 263 views 5 comments Most recent by BarsinA March 5, 2020 10:10PM
  • 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 141 views 8 comments Most recent by VanHandyman March 5, 2020 8:42PM
  • My sidebar is not working, therefore, cannot access any reports.
    etak 11 views 1 comment Most recent by BarsinA March 5, 2020 3:26PM
  • My transactions have not been importing with BMO since January 22. In the banking tab, it states that "this connection isn't working" and when I try to reconnect it, it states that there is an issue with BMO and that I should call them to discuss it. I did this today and was told that they know nothing about why this would not be working…
    Jhall114 40 views 2 comments Most recent by BarsinA March 4, 2020 2:24PM
  • Hi Everyone, I am not able to automatically import my bank transactions. Any solution for that ?
    PANKAJ_NAYYAR 28 views 1 comment Most recent by BarsinA March 3, 2020 7:42PM
  • Hello there I have similar issues with my currency. My currency (XCD) rate is tied (fixed) to the USD, meaning our rate doesn't change on a daily basis. Our local bank rates are as follows: Cheque /Wire Buy: 2.6882 Cash Buy: 2.67 Sell Rate: 2.7169 Mid rate: 2.70255 Is there an option in Wave Accounting to set a fixed exchange rate?
    JayDev758 438 views 3 comments Most recent by Waterhole February 29, 2020 10:22PM
  • 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 22 views 2 comments Most recent by chowdrew February 24, 2020 7:45PM