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 2K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • I have a personal and 3 business accounts at my bank. When I connect Wave to my bank, will I be able to choose the account I want? The Quickbooks online program would automatically pick one of the accounts and it was the wrong one.
    GrooveyTom 3 views 0 comments Started by GrooveyTom July 3, 2020 2:29AM
  • Hi, for some reason I can't seem to get my Citi credit card account to connect. I've got US Bank CC card done, checking account done. Just not this one last item. Keeps failing on authentication though I'm 100% positive it's the correct user/pass. Any ideas or am I just SOL?
    HumanEar 1 view 0 comments Started by HumanEar July 2, 2020 10:03PM
  • 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 498 views 75 comments Most recent by Sadat June 26, 2020 3:43PM
  • 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 142 views 44 comments Most recent by BarsinA June 25, 2020 9:48PM
  • I linked bank accounts across platforms when I was using different tech (mobile; iPad, laptop) and now have too many duplicate accounts showing accounting for different date ranges some times - how do I make delete accounts and not lose transactions? etc.
    MsChief 9 views 1 comment Most recent by ConnorM June 25, 2020 6:04PM
  • What's the eta for connecting to VanCity bank accounts?
    Rosanne 5 views 4 comments Most recent by NicoletteB June 25, 2020 5:46PM
  • I'm at a loss and welcome help. The system appears to have fairly recently imported a "Starting Balance" to Owners Equity to cover past transactions... but it shows it here as "Checking (763), and though this is not a separate account, appears to total it with my bank balance. How can this be corrected ... or if practical, reversed …
    Stevepeck1 22 views 3 comments Most recent by BarsinA June 25, 2020 4:44PM
  • I'm in the US and joined wave this past April at that time I connected all my banking information and it was fine up until 5 days ago when it stopped. I've gone to my connected accounts in my Wave app but "reconnect" is not an option. Should I delete my bank connection then reconnect? I'm at a loss for what to do.
    Douglas_63 43 views 7 comments Most recent by BarsinA June 23, 2020 8:41PM
  • 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 34 views 9 comments Most recent by BarsinA June 23, 2020 6:28PM
  • I'm trying to connect to my bank account. I find the bank in the Wave list, enter the login creds, and get an error: "Your account is not yet authorized for online use. Please complete the account setup process in order to continue." I click on the "Setup Account" button, am taken to my bank login screen, enter my creds, and ge…
    KJIsaacson 14 views 1 comment Most recent by BarsinA June 22, 2020 6:55PM
  • I am not able to link my BMO Canada account to wave. I answer all the security questions and then get locked out. I have contacted BMO and they say I need to contact you. Any suggestions?
    Dunes_Drive321 6 views 1 comment Most recent by ConnorM June 19, 2020 5:41PM
  • 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 22 views 8 comments Most recent by CallieP June 11, 2020 4:58PM
  • I had to disconnect my HD card from my account since it was not updating. When I tried to connect again after putting in username, PW and answering questions, I keep getting the following message..."Please try connecting to a different account. There was a problem processing your request. Your account could not be connected at this time."…
    13smithra 23 views 10 comments Most recent by CallieP June 8, 2020 5:54PM
  • Wave is great, but now I need a bank. Anyone have a trusted recommendation?
    TomG 10 views 7 comments Most recent by CallieP June 8, 2020 5:32PM
  • 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 200 views 10 comments Most recent by BarsinA June 5, 2020 8:26PM
  • As so many others have reported....Here is another bank (Azlo) that is updating balance but not importing transactions. This is very frustrating as I do not desire to disconnect the bank, reconnect the bank, and then recategorize all of my transactions. It looks like I may just need to pay for accounting software that works properly. Too bad to…
    Gary 645 views 8 comments Most recent by CallieP June 4, 2020 7:57PM
  • 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 72 views 11 comments Most recent by BarsinA June 4, 2020 7:40PM
  • Hi, the system you used before to connect to a bank worked really well (for me anyway) then you switched to a new one and now my bank isn't listed and I've been doing it manually every month. When will the third party aggregator update their bank database? The thing I loved most about Waves was that it pulled all of the transactions for me into t…
    Hallease 28 views 12 comments Most recent by CallieP June 3, 2020 7:59PM
  • Hi there, I just imported all my transactions from Spend since they are closing the App. But it put them all as deposits instead of withdrawals. Is there a way to bulk fix this without having to go to each transaction? Please tell me I can!
    Sierra 13 views 4 comments Most recent by CallieP June 3, 2020 7:12PM
  • This discussion was created from comments split from: How can I add a new credit card account to an existing bank connection?.
    System 6 views 2 comments Most recent by BarsinA June 2, 2020 3:04PM
  • I have 2 Wave "Businesses" one is UK and has connected with my UK banks for 5 years. I just went in to do my taxes, found that the Bank transactions stopped coming through Sept 2019. The "Banking" option is MISSING from the Left Navigation Menu US Business still have "Banking" in the left Nav menu. HELP I NEED TO …
    Jennyc 19 views 5 comments Most recent by BarsinA June 1, 2020 6:05PM
  • This is different than how Quickbook handles. Are there any security concerns?
    suzirubi 10 views 1 comment Most recent by ConnorM May 29, 2020 8:25PM
  • Hi all! I'm sure an issue many have had. My transactions from Simmons Bank in Nashville, Tn. have stopped importing as of 4 days ago. On average it may not import for a day or so at most. My Bank did just up grade its website, if that may have something to do with it. They now require 2 step verification. Other than that nothing. So, I'm currently…
    Houston 48 views 8 comments Most recent by Houston May 27, 2020 8:37PM
  • 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 do…
    petes 971 views 42 comments Most recent by stevegsilver73 May 27, 2020 4:34PM
  • An existing connection to PNC has stopped working. I have tried re-entering the credentials several times to no avail. I also updated the security questions on the PNC side to see if that would help but the old questions are still showing up in Wave. What needs to be done for PNC to push the new questions to Wave?
    n8hackett 640 views 29 comments Most recent by JFW May 26, 2020 1:43PM
  • I have been reaching out by email to find out why you are holding onto my money instead of depositing it in my account. I received an email yesterday, saying that it is being held and you aren't releasing it to me. I have been sending messages since yesterday, but nobody is responding. I am really worried because I can't afford for you to steal…
    Ainsley 31 views 3 comments Most recent by BarsinA May 22, 2020 3:42PM
  • I am trying to connect my bank and after logging in I get this:(Image)
    neocode 22 views 1 comment Most recent by BarsinA May 20, 2020 7:36PM
  • Is there a way to add the date of service? We'll be billing customers monthly for services twice weekly and I don't see a way to add a column for that. Also, one customer has us mow 2 addresses-how could I deal with that?
    LyndaR 9 views 1 comment Most recent by JamieD May 18, 2020 2:07PM
  • Our bank was connected and transactions came in just fine. Then the transactions stopped. We attempted to reconnect to no success. We disconnected and are attempting to reconnect. We see the bank name and logo on the list but the connector will not accept our valid credentials. Bank -- Heritage Bank (GA) --
    Bob_Stevens 33 views 4 comments Most recent by QaisE May 14, 2020 7:31PM
  • I was trying to connect by hsbc business account to wave. when searching I see HSBC online, but my business account uses HSBCNet, does anyone know if it's still possible to connect it to wave? (Image) Thanks! :smile: -Jeffrey
    Jephuff 12 views 3 comments Most recent by NicoletteB May 14, 2020 7:12PM