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 1.2K views 7 comments Most recent by Erik December 20, 2018 4:21PM
  • I have just switched from Quickbooks to Wave because my Suntrust Business Account is not connecting (did for a year until all of a sudden it stopped). Well I find that it doesn't connect in Wave either. I can connect my Suntrust personal account but not my business account. The business bank is listed, the credentials are correct. Suntrust screen…
    Kelmist 6 views 1 comment Most recent by JamieD June 15, 2019 2:30PM
  • I'm trying to connect my PayPal account to Wave so when I do in person credit card transactions it will automatically import. Is there a way to mark all my personal transactions on Paypal appropriately?
    HuskyLogic 22 views 1 comment Most recent by JamieD June 15, 2019 1:19PM
  • I don't see Barclays in the list of available banks to connect. Are they not supported?
    bradleyart 15 views 2 comments Most recent by bradleyart June 14, 2019 9:01PM
  • For the past 4 days my cititbank credit card link has stopped working. I can login manually and its all working great from that point of view but Wave has just stopped working for some reason and I did no changes to my password or connection. Is there an issue? Why did this work and then stop working? Just seeing if anyone else is having this …
    JoeW 57 views 7 comments Most recent by ckeen_1244 June 14, 2019 8:48PM
  • 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 480 views 30 comments Most recent by The_Savvy_Corner June 14, 2019 9:04AM
  • I've been having hassles getting Wave to update data from my bank account. The connection is successful, bank balance on the dashboard is correct, but many missing entries from across the last few months and the Wave account balance is way off. Just updated now and the most recent transaction on the account is imported but nothing else for more th…
    Drew_hacker 21 views 1 comment Most recent by ckeen_1244 June 12, 2019 6:04PM
  • Hi, I am trying to connect our Lloyds Business account to Wave. It keeps on saying 'unable to connect' and does not give the option to add username or password. When I try to add the bank connection through the normal Lloyds link (not Business), it says your bank needs you to review our information. Please can someone let me know whether Lloyds b…
    BEST 113 views 6 comments Most recent by richardsw16 June 12, 2019 12:16PM
  • Hello, I've contacted support, but was only led to the FAQ of how to set up a bank connection. For almost 3 weeks now, my Chase credit card goes through the motions of updating, but doesn't actually update. There is no error. My other accounts are updating just fine. I've tried turning the connection off and on. I've cleared cache, history, etc. …
    keepbk 209 views 6 comments Most recent by JamieD June 5, 2019 9:01PM
  • I've been trying for DAYS to have my TD Bank Business Checking account linked to my Waves account. Every time I put in the information and hit submit, it just sits there doing nothing. No message saying incorrect, no anything. Just sitting there like had yet to hit the submit button. Any suggestions?
    otisjiry1 7 views 1 comment Most recent by JamieD June 4, 2019 5:26PM
  • My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help!
    sundayfunday 337 views 10 comments Most recent by Samd June 3, 2019 3:09PM
  • 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 858 views 28 comments Most recent by wonji June 3, 2019 3:14AM
  • It seems looking at the past 2 weeks of comments here this is a fairly large issue. I've used Wave without issue for a few years, now suddenly for about 3-4 weeks no transactions have been importing. I've talked to support. They said they manually pinged the refresh, but still nothing. When we will have a fix? I"m with BMO in Canada.
    noahf 17 views 3 comments Most recent by alexlewiszarkos May 31, 2019 3:53PM
  • 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 646 views 55 comments Most recent by alexlewiszarkos May 30, 2019 6:25PM
  • hello, im new in Wave i want to recibe payments, but i cant find payments tab in sales im from Costa Rica
    JoseMora96 9 views 4 comments Most recent by Zoe_caff May 29, 2019 10:32PM
  • Hello, I'm trying to connect my 3 banks to my personal Wave profile, and after connecting one of them it says "You've reached your limit of connections. Please try again tomorrow." I tried this 2 days ago, so I went back today but got the same result. I have 2 accounts at 1 bank (TD Canada Trust), and 3 accounts each at 2 other banks (Meridi…
    potvinp 10 views 2 comments Most recent by alexlewiszarkos May 29, 2019 9:33PM
  • 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 31 views 9 comments Most recent by louisqcarn May 28, 2019 1:56AM
  • Hello, I have the message: "Your login credentials are incorrect. Please edit credentials and re-enter your username and password. Tip: Check your caps lock, and ensure there are no spaces typed after your password." I have tried: 1. Changing my password on Qonto and trying 20 times to type the password 2. Copy pasting the password in bot…
    JoachimB 7 views 1 comment Most recent by Samd May 27, 2019 9:36PM
  • Hi everyone, I started using Wave about a month ago, great product and UI/UX Initially everything went well and I was able to sync both my Business Checking and Business Credit card accounts from Chase. All transactions were properly synced and updated on a daily basis. I'm now having trouble since ~July 18th, the balances are still sync…
    wavefan 371 views 31 comments Most recent by alexlewiszarkos May 20, 2019 6:37PM
  • Obviously, I am no accountant, but for some reason, the amount listed in Wave is a few hundred dollars less than the actual amount in my checking account. I cannot for the life of me figure out why this is... how do I go about fixing this discrepancy? Do I need to hire an accountant?
    DharmaRealmBowls 17 views 1 comment Most recent by Zoe_caff May 15, 2019 8:04PM
  • I've connected my Bank of America credit card account and synchronized the transactions in that account. However, there are several pending transactions which are not syncing to Wave. I know some people don't want pending transactions synced, but I do need them to be synced. Is there a way to sync pending transactions?
    DannyD 17 views 2 comments Most recent by DannyD May 13, 2019 8:32PM
  • The transaction are appearing after the invoices are paid. However for the past 5 days they are still in transit and are not being sent into my bank account. The bank connection has no errors and I have updated it multiple times over the past few days. Could you help in resolving this issue. Thank you.
    Nathan101 15 views 1 comment Most recent by Zoe_caff May 13, 2019 6:38PM
  • 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 18 views 2 comments Most recent by Merchant_Ship May 12, 2019 9:18PM
  • 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 19 views 3 comments Most recent by JamieD May 10, 2019 8:55PM
  • 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 295 views 28 comments Most recent by petes May 10, 2019 4:59PM
  • Does Wave support the bank fee integration for DBS SME Banking? Can't seems to work for me. Thank you!
    Corec 10 views 1 comment Most recent by Ryan_W May 9, 2019 10:15PM
  • I am not sure if this is just related to my account, but the Instant Payout function does not seem to be working correctly. It shows that there are funds available for instant payout, but attempts to actually "payout" result in an error message, telling me to try again. Attempted to change the account (and card) used for Instant Payout and the ac…
    ATepfer 17 views 2 comments Most recent by alexlewiszarkos May 7, 2019 8:40PM
  • Hi there. I have recently transferred two payments from my PayPal account into my business savings bank account. Both accounts are linked in wave. I wanted to try and connect the transaction as a transfer (still trying to figure out how) but I notices that my business savings account transactions are not appearing on the transactions page. when …
    accounting4me 28 views 6 comments Most recent by alexlewiszarkos May 6, 2019 6:42PM
  • why does my first payment from an invoice appear twice in transactions?
    andrewdavidlowe 7 views 1 comment Most recent by Zoe_caff May 2, 2019 8:23PM
  • Hi, I recently changed my business bank account from Bankwest to HSBC (Australia). It seemed to connect fine but recently it just stopped connecting. I've tried all the steps and reconnecting the whole account but wave just says the bank account is not supported (but I can upload statements manually, how helpful, I might start casting my own bronz…
    paddyhazard 23 views 1 comment Most recent by Ryan_W April 30, 2019 10:51PM