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 687 views 6 comments Most recent by Katie_Wave October 10, 2018 8:08PM
  • We haven't been able to get our bank to download connections for quite some time now. We have tried clearing cache, and other suggestions but still nothing. Any Thoughts?
    Kubient 6 views 1 comment Most recent by JamieD November 16, 2018 4:39PM
  • 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 …
    MalcolmReynolds 23 views 10 comments Most recent by JamieD November 16, 2018 4:38PM
  • 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 116 views 21 comments Most recent by Erik November 15, 2018 4:09PM
  • Wave is unable to connect to MBNA Canada account. After a few seconds, the error is: 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." On investigati…
    sanjeevnuts 109 views 15 comments Most recent by Samd November 14, 2018 8:35PM
  • I've been having issues with the paypal integration for quite some time. I've even gone to lengths to recreate the integration. I can change the date of the integration and Wave will pull in some transactions, but not all. I used to be able to pull a couple of weeks at a time, but now it's hit or miss and I never get them all. If Wave isn't go…
    bamabulldog 8 views 0 comments Started by bamabulldog November 14, 2018 1:27PM
  • The bank added another step to login where they ask for birthday info and then password. Wave login simply credentials ask for username and password. I've tried everything suggested in the FAQ's. Anyone else have this problem and found a solution?
    marsmama 4 views 0 comments Started by marsmama November 14, 2018 12:40AM
  • I had no problem connecting my Chase CC account back in Feb. It stopped updating in late August and despite all my efforts (i.e. all recommended troubleshooting on both ends) I've had no luck updating. I disconnected my CC account and have been trying to re-connect it but am met by this message: "Your bank has indicated that you did not enter y…
    ghostrock 8 views 1 comment Most recent by Ol_Dawg November 13, 2018 12:58AM
  • My bank requires One time password in addition to Id and Password while logging into account. Does that mean I will never be able to integrate thebank with my wave app account? Or is there any suggestion to integrate?
    reishigupta 1 view 4 comments Most recent by Gowramma November 5, 2018 1:36PM
  • Hello When you allocate transactions that have been automatically imported by the bank feed to a certain expense type and sales tax will the bank import then remember that next time and allocate it correctly automatically? Thanks
    splats 11 views 5 comments Most recent by Charlotte November 1, 2018 10:27PM
  • VAT
    Hi. I'm from South Africa, and I'd love the ability to add a 'VAT amount' section to my invoices because I'm not a VAT vendor but my clients require the VAT amount to be stated on the invoice even if it is '0'. Along with the ability to add a VAT section without having to insert a VAT vendor number if one's business is not VAT registered yet.
    Obie 3 views 1 comment Most recent by alexlewiszarkos October 24, 2018 10:12PM
  • PelPel
    We are still experiencing ongoing issues with Chase CC connections. About 90-95% of transactions are importing but a fair number are not, especially credits and refunds. Transactions are also not reflecting tips. So if a charge is for $19 + $4 tip (i.e., $23 total on the Chase website), Wave is showing the transaction as $19. My wife and our…
    Pel 12 views 1 comment Most recent by Ryan_W October 24, 2018 9:59PM
  • Hello, I've tried to connect my Payoneer account but its required to create a ticket with support. How to connect?
    DmytroBezpiatyi 59 views 13 comments Most recent by Ryan_W October 24, 2018 9:50PM
  • Help me) What i have to do now?
    sobakatobak 41 views 20 comments Most recent by RobRuscher October 21, 2018 2:14AM
  • I signed up for a new account and hooked up my Chase bank account to Wave. I drive for Uber and Lyft and when I get paid into my bank account and then import it to Wave, those are incorrectly marked as an expense instead of a deposit and put into the Travel Expense category. Thought you might want to know. It's making this hard to use because I…
    rhaasch 1 view 1 comment Most recent by Sophia October 19, 2018 6:49PM
  • Im based in the UK Channel Isles and have used wave for a few years. In the past year HSBC like other UK banks have had to change their systems and separate the Channel Islands and IOM with something called 'ring fencing' which meant my account login is now via a dedicated website https://ciiom.hsbc.com/ I have tried to get wave to recognize thi…
    dean_hawthorn01 3 views 1 comment Most recent by Ryan_W October 19, 2018 2:21PM
  • ive downloaded quickbooks but it wont connect with my bank at this time, i need to upload last financial years statements ? please help
    JEFFJTL18 11 views 1 comment Most recent by Sophia October 15, 2018 2:48PM
  • I am trying to connect to my bank (Kiwibank NZ) but can get no response from the system. After entering username & password Wave seems to be working but brings back no response, not even an error message. It just leaves me hanging. I have tried to connect 2 other NZ banks, & have also tried using 2 other internet connections. Same lack of …
    spreadsheetsarah 104 views 44 comments Most recent by Charlotte October 12, 2018 11:47PM
  • I cannot get my account info to update from my Community America Credit Union account. It's been unable to connect for the last couple of days. I've tried re-entering the login info, switching browser, using an incognito tab. None of those attempts have worked. It has connected previously, but now it just says "refreshing connections" for sever…
    mloide 11 views 2 comments Most recent by Michelle_A October 11, 2018 3:24PM
  • Hi, I'm trying to import earlier transactions from my bank accounts, which I previously downloaded and saved as csv files. Everything works fine until the transactions actually get imported, at which point there's a turning wheel and a message saying "Your transactions are being imported from your bank statement .Please check back in a few minutes…
    Anja 12 views 1 comment Most recent by Michelle_A October 9, 2018 8:22PM
  • My transactions import fine, but i am missing one transaction, which happens to be an invoice payment. Any way to fix this so i can mark the invoice paid?
    Jennifer Harris 1 view 1 comment Most recent by Alexia October 5, 2018 8:17PM
  • 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 64 views 27 comments Most recent by Alexia September 27, 2018 7:04PM
  • Hi Charlotte, I have a two different account. One account was created in 2014 and 2nd account created in 2017. Both account has different futures. I have different log in for both account btw. Why is that ? It making me so confuse. Please help. Thanks
    GC9440 1 view 1 comment Most recent by Alexia September 25, 2018 8:09PM
  • Bank feeds for my account have not been working for weeks now. I've verified that the credentials work through the bank and the bank has verified that the feed is on and available from there side. It's been working (mostly) fine for at least 4 years up until now. Wave is flat out refusing to troubleshoot or try to resolve the issue, pointing to…
    noxigen 27 views 10 comments Most recent by GC9440 September 22, 2018 4:13PM
  • Is the created transfer function a new thing? When I try to categorized a transfer from checking to savings the system is creating a created transfer and seems to be also duplicating the entry. Please help. Thanks.
    melissa18 1 view 1 comment Most recent by Alexia September 21, 2018 8:59PM
  • Hi, when I create a connection I set the date to 13 months ago, but I can only see the last month. What am I doing wrong?
    vmail 1 view 1 comment Most recent by Alexia September 20, 2018 7:46PM
  • I can download transactions from BNZ (Bank of New Zealand) my credit card displays as NZD but my other accounts display as USD even though the amount is the NZD amount, but when I list All Accounts the value is converted to NZD and reports as more than it should.
    Duncan 34 views 15 comments Most recent by Markus September 19, 2018 4:40AM
  • Good evening community, I am the representative of Davamobi company and I would like to connect my Wave account to our bank account. However, when I try to do that I don't find our bank in the list of the banks supported by Wave. I tried to add it manually few days ago but haven't seen any updates on this matter since then. Also I tried to add th…
    Davamobi 59 views 9 comments Most recent by Alexia September 18, 2018 8:48PM
  • Hi is wave PCI DSS-certified? This can keep my mind at ease
    BWI_ 12 views 1 comment Most recent by Alexia September 17, 2018 7:40PM
  • Hi Team, We received our first payment today but our Bank account wasn't setup yet. When I tried to setup Bank account so it's asking for SSN number but we don't have SSN since we are not staying in United States but operating from India. Also, I can't see the option of Foreign address other than the United States. Can you please help me with w…
    Yash 1 view 1 comment Most recent by Alexia September 13, 2018 8:06PM
 
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