Bank Connections

For the discussion of bank connections and importing transactions.

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  • 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
  • Was just wondering whether there was any change to the setting of the CSV? I have tried uploading the CSV bank statement (have been doing this successfully for the past 2-3 months) but right now, when i tried to upload, it is not showing anything nor mentioning any upload in progress. Is there any solutions to this? Thanks
    HarryT 15 views 7 comments Most recent by AlexL December 11, 2019 7:03PM
  • I had my bank (BECU) connected to my Wave account. It worked for a few weeks (I just started using Wave). Now it no longer imports anything. I log into my account on and there are transactions that never appear in Wave. I understand that sometimes these connections stop working. But there is no noticed in Wave that things stopped working…
    Radium 8 views 1 comment Most recent by BarsinA December 10, 2019 8:32PM
  • 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 210 views 28 comments Most recent by AlexL December 4, 2019 3:45PM
  • My Wells Fargo business checking account is no longer importing as of November 5. I've tried deleting my bank connection and connecting from scratch. All of my personal accounts show up, but m business checking account isn't listed. Any ideas on what could be going wrong? Everything works on my Wells Fargo side of things.
    Tpetsj 28 views 5 comments Most recent by JordanD December 3, 2019 8:20PM
  • I see previous posts from 2018 about renaming bank accounts from the name the bank gives them to our own name/nickname for them. Users should be able to easily change their importing account names and those names should then be reflected throughout Wave. Bank account names can be changed from what the bank names them. It's a simple feature in min…
    ilovecrows 19 views 3 comments Most recent by EmmaP December 2, 2019 10:48PM
  • 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 8 views 5 comments Most recent by vipervin November 24, 2019 12:44AM
  • I have tried to upload vendors from a CSV file with 72 vendors. I have used the format of the vendor template. The data preview (of the first 5) looks fine. When I say 'Yes, proceed with import' , it thinks for a while, then says 'Hmm, we didn't find any new contacts to import. We failed to import 72 invalid vendors'. Some of the fields have …
    FundDirector 7 views 1 comment Most recent by FundDirector November 23, 2019 7:52PM
    Have been using Wave with Suncoast for many years. Haven't been able to connect for almost a month. Tried everything recommended. Can someone at Wave get with your 3rd party service to look into this. We can't be the only one's with the issue.
    IPE 8 views 2 comments Most recent by IPE November 22, 2019 10:22PM
  • 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 12 views 5 comments Most recent by AlexL November 18, 2019 5:32PM
  • In banking I followed the proms to include my Bank of AMERICA account,I got a message that said a code number will be text to my cellphone to verify my ID then enter the number.The next message says text sent but I never received the text. Is this a Wave problem ormy bank problem?
    ABLUE1225 27 views 1 comment Most recent by AlexL November 18, 2019 2:44PM
  • Now that transactions are importing again, why are transactions missing from when it wasn't working? I am missing from around 10/24/19-11/3/19 or possibly only through 10/31/19. It is like the system is only going back to 11/1 or something. I need those October transactions. Help please! :)
    sidefly 5 views 1 comment Most recent by AlexL November 13, 2019 8:41PM
  • 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 3 views 1 comment Most recent by AlexL November 12, 2019 8:28PM
  • I have a US Bank and I am in the US (yes I read some of the posts), but Wave is no longer updating with my bank account. What am I missing?
    ladygunslingers 38 views 7 comments Most recent by PJ_Snow November 8, 2019 10:46PM
  • Why does Wave need access to my bank account?
    jwc62boy_gmailcom 2 views 1 comment Most recent by AlexL November 6, 2019 8:03PM
  • Hey guys, so I've joined up to Wave and connected my banking, but it only goes as far back as August. It's ideal to go back as far as start of July, the financial year. Any suggestions on how to achieve this, or is Wave limited in dates?
    betssxo 3 views 1 comment Most recent by ConnorM October 31, 2019 6:12PM
  • 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 419 views 105 comments Most recent by razwerks October 31, 2019 5:34AM
  • My client has many credit cards and bank accounts. She has 2 Wave accounts - personal and business. whenever we try to connect the bank accounts something goes wrong. right now they are not updating at all and half of them are not even connected anymore. any suggestions?
    deb108 18 views 1 comment Most recent by JordanD October 29, 2019 4:58PM
  • 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 12 views 5 comments Most recent by Aaron_Mattingly October 25, 2019 10:17PM
  • 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 25 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 43 views 40 comments Most recent by rwall88 October 16, 2019 4:45AM
  • 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 2 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
  • 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 43 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 2 views 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 ? 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 24 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
  • 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 1.4K views 38 comments Most recent by BarsinA September 24, 2019 5:55PM
  • 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 180 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 11 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