Upload a bank or credit card statement in .csv format

124»

Comments

  • SkafteSkafte Member Posts: 32

    I still can't upload CSV files that are exported using Tide's "Wave formatted CSV export" function. @JamieD asked me to DM him with a copy of the CSV file, which I did, but then he went quiet... :*

  • GeorginablockGeorginablock Member Posts: 1

    REALLY struggling with wave. Ive lost several hours of my life I wont get back.

    I have done everything I can to get my CSV to upload. If you know this is an issue (and has been since 2018- can I ask why its not being looked at?

    I also tried the google ad on - however it would only let me import my transactions as cash on hand!?

  • PartnerPartner Member Posts: 2

    I totally understand everyone's frustration with this issue. I am experiencing the same problem. BUT, can we blame waweapps? Most of their features are FREE. They probably have limited resources and probably use them to help the needs of their paid subscribers.
    My problem started with first losing my bank connections.....then not being able to upload csv files...and things are not getting fixed fast enough....i think i am ready to go to an alternative platform at this point in order to continue running my business more efficiently.
    If waveapps were to create a paid subscription at a reasonable price, and focus on improving their platform much faster, than i will have stayed with them.

  • AlexLAlexL Administrator Posts: 1,384 admin

    @Skafte I let Jamie know that you DM'd him!

    @Georginablock The .csv uploader is incredibly finnicky and requires very specific formatting or it doesn't import by the way. Did you receive an error message when trying to import? Also, Wave Connect should be allowing you to select any Cash & Bank account that you have created in your Chart of Accounts. Please make sure that you're accessing Wave Connect through Google Chrome or Firefox.

  • nampara17nampara17 Member Posts: 4

    You said (Help doc) that there is a 'template' for CSV files to be used? Where is this please.

    --- update 20191001 ---

    Found it from a comment about having difficulties.

    Actually will probably have to move away from wave as it no longer connects to bank accounts in the UK. This was one huge time saver and along with the 'OLD' way of reconciling transactions was really the main reason to use it (FREE or NOT! for all those constantly saying that 'it is free what do you expect').

    I actually expect it to support what it used to do so well - Free or Not. Happy to pay a small fee to use the software - but this is all crying over spilt milk.

    Will struggle on... for a bit.

    edited October 1, 2019
  • Paul_CloudBookPaul_CloudBook Member Posts: 3

    @Georginablock The .csv uploader is incredibly finnicky and requires very specific formatting or it doesn't import by the way. Did you receive an error message when trying to import? Also, Wave Connect should be allowing you to select any Cash & Bank account that you have created in your Chart of Accounts. Please make sure that you're accessing Wave Connect through Google Chrome or Firefox.

    This month's CSV file upload worked fine today. The last few month's CSV files wouldn't upload and there's nothing different in the formatting. Before these past few months it worked fine for years. As well as being finnicky, the CSV uploader has recently become temperamental.

  • EmmaPEmmaP Administrator Posts: 299 admin

    Hey @nampara17! Thanks for reaching out! You can access the template in this Wave guide: What to do if Wave can't read your statement. Scroll down to the bottom of the page and you should see 'CSV import template'. There are lots of other tips for uploading statements in this guide as well!

    Hi @Paul_CloudBook! Are you getting any specific errors when you are uploading a CSV file? We recently had a small group of users who were being hit with an 'Unsupported file type, please try again' error, even if the file type was supported. While we investigate what is causing this, we found that most people had success after some network troubleshooting. I have included the steps that helped below:

    1. If you're using a VPN, try disabling it for the upload.
    2. Power-cycle your modem and/or router. A great article that walks you through how to do this, and why it helps is available here.
    3. Make sure that your browser is compatible with Wave and up to date. You can read about compatible browsers here.
    4. Disable any antivirus software when attempting the upload, or try adding waveapps.com to your antivirus whitelist.

    Hope this helps!

    edited October 4, 2019
  • wlamgawlamga Member Posts: 1

    hi i am not able to up upload my documents credit card statement

  • AlexLAlexL Administrator Posts: 1,384 admin

    Hi @wlamga . What issues are you running into? Feel free to elaborate.

  • dpegconsultsdpegconsults Member Posts: 4

    Since Wave is not longer connecting with banks outside USA - will Wave be introducing uploading of QIF files?

    Cheers
    Dianne NZD

  • dpegconsultsdpegconsults Member Posts: 4

    CSV is not pulling though sufficient information to match payments. Really need the description to be a combination of Other Party, Reference and Code

  • AlexLAlexL Administrator Posts: 1,384 admin

    Hi @dpegconsults . Wave won't be introducing any new file types to our bank statement uploader. Can you expand on the uploader not pulling through sufficient information? Is there info listed in your .csv file that is being skipped? Let me know.

  • dpegconsultsdpegconsults Member Posts: 4

    My banks have four descriptive columns - Other parties, type, reference and code. Currently, to make the csv information input meaningful I need to write a formula to combine all four fields.

    One field is not sufficient to match payments.

    Cheers
    Dianne

  • BMABMA Member Posts: 0

    I have recently had my wave account migrated to the new interface, I uploaded my statement as normal and although my balance has updated, none of the transactions have appeared. This means that I can't reconcile as none of the transactions are there for me to reconcile against?!

    Anyone else had this experience?

  • BarsinABarsinA Administrator Posts: 675 admin

    Hey there @BMA

    I've merged your conversation into this thread about uploading CSV statements for some potential insight into what others users might be struggling with. Check out the help center article on What to do if you can't upload your CSV statement

    A lot of times this just requires reformatting it, or re-downloading it then trying again on a different network. Some specific networks, ad-blockers, firewalls or anti-virus programs can stop the import from connecting. Let us know if you have any luck!

  • Karen_MKaren_M Member Posts: 1

    Hi Wave - my UK bank account stopped connecting on Dec 16 2019 :( I just followed this process but I can't select the 'credit amount' column on my .csv. I can only select 'debit amount', so all those transactions got imported as income, not expenditure. I can't bulk edit their type on the transactions screen, the only option is to edit them all individually. There was nothing in the credit amount column for the period so I tried editing the .csv with zeros in the credit column, but I still can't choose it. I've done this before and it was totally fine - is there something I can do differently or is it time to accept Wave won't work for me any more because of open banking? Sad times!

  • Justin_TP1Justin_TP1 Member Posts: 1

    Not sure why bank accounts were removed in the first place?
    can you explain why?
    this severely reduces the usefulness of Wave
    Why not charge a small monthly fee to have bank connections

  • ConnorMConnorM Member, Administrator Posts: 389 admin

    Hey @Karen_M! This is definitely a tricky one! Have you compared your current CSV with the CSV you were previously able to upload? Any differences there?

    @Justin_TP1 We have a community thread here where my team has broken down the reasoning behind this change, that may be useful to you.

  • NintuNintu Member Posts: 2

    Dear Wave, I keep getting the "Wave is having difficulty reading the dates of your transactions" message and even when I try other options am still having NO SUCCESS. Wave is no longer speaking to my bank either.

Sign In or Register to comment.