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 1.5K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • In the attached picture file, the Netguard card coordinate fields are not active and the fields do not respond to a cursor. It means that I cannot enter the coordinates needed in order to securely connect my bank account. The card access number can be entered, but the coordinates (indicated by a blue box) cannot. (Image) Thanks, Aaron Mattingly
    Aaron_Mattingly 11 views 3 comments Most recent by AlexL October 22, 2019 2:27PM
  • Bank Connection does not update automatically and require manual update all the time to import new transactions.
    Orkhan 4 views 0 comments Started by Orkhan October 22, 2019 12:21PM
  • 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 17 views 11 comments Most recent by EmmaP October 21, 2019 6:02PM
  • Why do I have duplicate transactions for tons of expenses?! How am I supposed to sort through this?
    Britter 20 views 7 comments Most recent by Britter October 16, 2019 4:45AM
  • 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 68 views 10 comments Most recent by strizzlow20 October 16, 2019 1:37AM
  • I am trying to import a csv file from Lloyds bank in the UK. It worked fine when I did this a couple of weeks ago. Now I am getting the error that there are duplicate transaction dates (there are not) and then it only imports the last day of transactions. Please help. This is wasting so much time. Thank you
    Clarkey 3 views 2 comments Most recent by JordanD October 15, 2019 7:42PM
  • Hello wave! Do you have plan to support bank integration with major Philippine banks and credit cards? It seems a very few bank has banking integration with Wave right now. As an accounting and bookkeeping specialist, it would be great if major banks and credit card issuer had link so we can introduced your software to the masses.
    rueldg 2 views 1 comment Most recent by JamieD October 14, 2019 1:16PM
  • Wave's bank automatic connections feed is creating duplicate transactions. One transaction will be in the correct checking account and the other duplicate transaction ends up in any of my other accounts. Sometimes they end up in other checking accounts and sometimes they end up in credit card accounts. These are not new bank connection feeds. …
    rwall88 13 views 1 comment Most recent by EmmaP October 11, 2019 8:57PM
  • After deleting the connection and now attempting to reconnect my PNC account to Wave, I keep getting the error: "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've verified the login information is correct, the securit…
    VectorBen 46 views 8 comments Most recent by VectorBen October 8, 2019 8:10PM
  • Hi, I am trying to sync my bank account (Orange Countys Credit Union) with Wave. I cannot link the bank account, I get a message showing "The Credentials You Provided Were Incorrect." So I cannot link my bank account, and I cannot use your invoicing. The credentials are correct.
    razwerks 12 views 2 comments Most recent by BarsinA October 8, 2019 3:03PM
  • My bank, American First Credit Union, recently updated their online accounts portal. Since the update I've no longer been able to transfer transactions to my Wave account. It says it is updated but the transactions have not been transferred. When I check my banking credentials it has spinning circle and never lets me check the credentials. Can I d…
    meswenson 23 views 17 comments Most recent by Icon_Imaging October 8, 2019 2:59PM
  • I just set up my account and submit info. How long it take for approval??
    Pedro 1 view 1 comment Most recent by EmmaP October 3, 2019 8:12PM
  • I am wondering if there is any news on the ongoing issues with Bank Connections with some banks, in my case HSBC.com.au ? This bank connection was off for 6 weeks earlier in the year and i was able to successfully reconnect it around 27th March, however after another week or 2, it stopped again. I have deleted the connection but am unable to co…
    Billy 21 views 13 comments Most recent by EmmaP October 2, 2019 7:58PM
  • Hello Wave team, Do you have any plans to activate the bank integration functionality for country India?
    UHRP3 1 view 1 comment Most recent by EmmaP October 1, 2019 5:48PM
  • Under banking, trying to reconnect bank account. Putting in login name and password but it keeps telling me the credentials you provided were incorrect. Even looked it up by google passwords and it IS correct.
    cjamps 21 views 1 comment Most recent by AlexL September 27, 2019 6:12PM
  • I had to change the bank password and now wave wont connect. It says do it on the bank side and come back but nothing changes How do I let wave know I have a new password
    peedee 11 views 3 comments Most recent by AlexL September 24, 2019 6:01PM
  • 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 1.3K views 38 comments Most recent by BarsinA September 24, 2019 5:55PM
  • 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 215 views 20 comments Most recent by BarsinA September 23, 2019 9:19PM
  • 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. Tr…
    curtbonnemvo 146 views 10 comments Most recent by BarsinA September 23, 2019 8:21PM
  • Hi! Trying to connect a couple of accounts. Any idea when this feature will be repaired? Trying to figure out timing/schedules for completing some large tasks by a deadline, and connecting these accounts is necessary to move forward. Thanks!
    Treasure Closed 12 views 2 comments Most recent by AlexL September 23, 2019 1:59PM
  • I recently created a new company. I connected by bank accounts (checking & credit card) with no problem. I imported transactions from 1/1/19. No problems. I then activated Payments. In the activation process the system naturally asked me to connect the Payments account to my bank account, which I did. Now, in the Connected Accounts tab under B…
    Fritz_G 22 views 1 comment Most recent by JordanD September 21, 2019 4:12PM
  • My bank is connected & the transaction were loading, but have stopped. I reloaded the page several times, logged in and out, updated the connection, deleted the connection and reconnected. None of these things have helped.
    NobleSA 32 views 3 comments Most recent by AlexL September 20, 2019 5:37PM
  • Hello - Our TD Credit Card Services (USA Visa) has not imported for 1 week. I know they changed their online portal recently. Is this a known issue?
    pbaron 21 views 10 comments Most recent by mic911 September 19, 2019 6:30PM
  • Wave is able to connect to my bank (https://www.firstfed.com/). The bank connections page doesn't show any errors and the account balance number updates to the correct amount as that changes. The problem is that Wave does not download any transactions. This is happening across multiple accounts at the same bank. The FAQ pages are not really rele…
    MalcolmReynolds 125 views 12 comments Most recent by ChelseaK September 18, 2019 7:57PM
  • 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 trie…
    sunnyt7 125 views 7 comments Most recent by AlexL September 16, 2019 5:56PM
  • Hi! I use a relatively small bank (First Interstate Bank - Business) and I noticed about a month ago transactions stopped coming into Wave. I logged into the banks online banking area and noticed they had reworked the whole thing to look much more modern. I tried refreshing the connection in Wave but that did not work. I tried removing it and re-…
    Aether 11 views 1 comment Most recent by AlexL September 9, 2019 6:53PM
  • 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 browse…
    PeacockSolutions 223 views 23 comments Most recent by EmmaP September 6, 2019 6:25PM
  • Constant error message: .... Wave is having difficulty communicating with your bank. Try connecting again in a few minutes. If this doesn't help, visit our help center Background: 1. I have a BMO (canada) business mastercard 2. I have a BMO (canada) business checking account I use the same interface to login above two accounts: https://www1.bmo…
    abcde 24 views 1 comment Most recent by JordanD August 28, 2019 4:17PM
  • I tried several times to link my Netspend business account to Wave and fail everytime. Your bank's website appears to be experiencing technical difficulties. If you can successfully log in to your online banking, please try connecting or updating again in Wave. If the problem persists for 24 hours, please visit our help center._
    vanderhorst1972 1 view 1 comment Most recent by ChelseaK August 20, 2019 8:12PM
  • Good Day I am in serious need of help on my wave app account. I have noticed that I have a duplicate of my bank accounts and need to remove one. I have read that you cant delete it and just archive it, my problem is the transactions still show up on my reports and it is affecting my numbers and i need to submit my things to the book keepers. Pleas…
    Johnathan1991 21 views 1 comment Most recent by BarsinA August 16, 2019 7:27PM