Bank Connection Issues? Start Here!
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 to export your data from your online banking portal, and upload it to Wave in just a few clicks.
As an alternative to this functionality, Wave also facilitates bank account integration that makes it possible to automatically pull transaction data into Wave. In order to provide this service, Wave partners with a third party integration partner, Yodlee. This partnership enables Wave to access data from more than 10,000 online banking websites and financial institutions across the world.
Due to the complexity, number, and variety of banking systems worldwide, issues occasionally arise for all financial platforms that provide this type of functionality. Very often, this is due to banks updating their own systems. Unfortunately, this is an industry-wide phenomenon. Our banking partner works to resolve these incidents as they arise in priority sequence. Wave regularly reports success rates to our banking partner, however we cannot directly influence resolutions. It is not necessary to initiate a support request for these issues.
You may find that some errors are resolved through browser troubleshooting. Please see our guide to fixing common issues.
If you have success resolving a problem or would like to share knowledge regarding connection to a specific financial institution, please feel free to post below.