No workarounds for Capital One imports

JenGJenG Member Posts: 1

Several times in attempting to address user frustration with the failure to integrate properly with Capital One on this forum, I have seen Wave reps suggest, "We recommend using our CSV uploader and our Google Sheets add-on, Wave Connect to do direct bulk uploads at this time."

I have brought this to Wave's attention in support emails before, and I'll say it again here: My Capital One accounts do not offer CSV statements. They only offer PDF statements. Thus using Sheets with Wave Connect is not a viable workaround.

I am beyond frustrated with Wave's failure to successfully pressure Plaid and/or Capital One to get themselves organized and cooperate! This has been going on for far too many months. Plaid was supposed to improve the Capital One integration experience, which had previously been problematic. Yet I'm lucky if I can get one transaction import per month! Usually fewer!

What will Wave do, proactively, to improve this situation? I like Wave, but the integrations have to work or else I will be forced to endure the upheaval of taking my business elsewhere and warning people off of Wave.

Come on, you guys. Don't make me leave.

edited August 28, 2020 in Bank Connections


  • AlexLAlexL Administrator Posts: 1,946 admin

    Hey @JenG , I'm sorry to hear how frustrated the CapitalOne situation is making you feel. I totally understand the difficulty of not being able to get your transactions into an accounting software. I'm afraid we don't have any updates on the connection, but believe me when I say we have done/are doing what we can to make this connection work.

    In the meantime, try using Tabula which is a free PDF converter software. This will help you convert your CapOne PDF bank statements to something which Wave reads.

  • imalvesimalves Member Posts: 1

    @JenG Inside Capital One admin panel, if you go to Download Transactions you can get a CSV file by month. I too feel frustrated by this integration fail.

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