Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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The Wave Community will go offline on June 30, 2022. We’d like to thank everyone who participated over the past 5 years with your questions, responses, and feedback. As of June 3, we’ve closed the community to new posts and discussions. FAQ How can I get help from Wave moving forward? Use the help button in the bottom right corner of your acco…
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For tailored support, check out our chatbot, Mave, in your Wave account. You’ll first need to log in to your Wave account and once you’re logged in, you’ll see Mave in the bottom right corner. Mave is the fastest way to get answers about using Wave 24/7. Our Support Team is available through Mave Monday to Friday from 9 a.m. to 5 p.m. Eastern. If…
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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…
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The Coast Capital Savings Credit Union bank connection used to work well, but Coast Capital recently performed a platform upgrade that changed how users sign into their Online Banking. They are running the old platform (supported by Wave) and the new platform (not supported by Wave) in parallel, phasing out the old for the new. I recently upgrade…
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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 …
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I'm looking to send in a request to add Kabbage Business Checking to your list of banks and I don't see how to do so in the Connected Accounts tab. I can search for "Kabbage" and nothing turns up and I don't see any links to submit a request. It's an American Express company.
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When I go to link my AMEX business checking account by logging in, the only optional card it gives me to link is my personal credit account with them and not my business checking account. Anyone else having this issue or know of a solution?
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Hi, I noticed that my transactions were not importing automatically anymore. I "talked to Mave". Waited a few days. Disconnected and reconnected. Nothing. It has now been over 1 month since Wave stopped importing my transactions from Scotiabank. Now I tried to just delete the connected account and reconnect but now I can't even reconne…
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My small business uses Pinnacle Bank of Texas. I have found it in the list of banks that can be connected to your app, however trying to sign into the business account does not work. Any chance someone could look into this?
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I have been having problem importing my TD Bank transactions since yesterday. The connection of the bank seems fine and connected, but there are no transactions shown in my Wave. Does it take up to 7 days as the robot chat says? Thanks in advance.
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When importing from PayPal, it asks whether the column for Deposits is the "Gross" or the "Net" column in the CSV. Gross doesn't have the fees removed yet. Which column should I pick? Thanks for any help you can provide!
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SO I can't connect to BMO. That's already strike 1. That's a pretty big bank that's not connecting to to Waves. I am trying to upload my CSV files now for my bank statements. It's giving me error after error. I changed the dates to the correct format and it's still saying that the dates are the problem. Has anyone had this issue? I'm about to give…
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If i add in a second bank account can I run separate balance & P&L reports for each account or will they merge?
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Does anyone know how to get Wave to import both my bank account and my credit card (both Amex)? It's only doing the credit card transactions. Interestingly enough, other banks have no problem importing all accounts.
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My chequing account is the only one of my Vancity Accounts that is connecting/importing. I'm wondering on what the timeline for other Vancity accounts like Membership Shares or Vancity Visa? Can you guys release a roadmap/timeline for implementation? It would be a huge benefit to all of those (like me) who own a small business and rely on the au…
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I'm trying to archive an old account. It keeps giving me the error that I can't archive because there is a payout account connected. From what I've read, I can never remove my payout account and have nothing linked to that once I have linked it. So how in the world can I archive an old account?
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I have BECU for my personal banking. Wave/Plaid connects to the bank, but can only load a random subset of my accounts. What is happening? Is there any way to fix this?
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Hello, I have received a new Chase Ink Business Credit Card, which I am trying to connect to my Wave account to possibly import all those transactions, which are basically business expenses. After selecting, Chase as the bank, it's taking me to the authentication page. After providing the login and password of my chase credit card account, the pa…
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Hi, it's been about a year since I logged into my account, but I've decided to give Wave another try. I connected my bank accounts (at PNC) and had the transactions import automatically, but now all the transactions that were in my account before have been duplicated (up to March 2021) and no new ones have been added. And nothing new seems to be l…
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After logging on a week ago, I had a notification that my bank accounts were no longer connected and I needed to reconnect them in order for transactions to import to Wave. After reconnecting them, the "Banking>Connected Accounts" screen listed 4 accounts, essentially duplicating the original accounts except for the dollar amount on …
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Severn Bank was purchased by Shore United Bank, and merged last month. I removed the old Severn Bank accounts, and connected my Shore United accounts. They all show up as connected with automatic importing turned on, yet none of my transactions from the past 2 weeks are showing). How do I force it to sync?
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My bank has enforced two form authentication and since then my approved connection with them keeps breaking. I am not sure how long the connection stays active, but it does disconnect after a while. Is this something that can be fixed? Is there a way for either Wave or them to connect differently? Are there any know workarounds? Thank you!
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I tried to add Truist to my connected accounts since my previous Suntrust business account transferred to Truist on 02/20/22/ When I try to create the new account the same credentials that work with the Truist APP fail in Wave. Ideas besides to manually downloading statements? TIA.
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Your bank connection used to be extremely good, the new one sucks! I reconnected my RBC account it works for that one day then stops and says the connection isn't working and forces you to go through putting in the passwords all over again. Only to have the same thing happen the following day. Wave has now gone from being one of the best tools a…
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In Wave I have personal books and business books under the same login. Until recently I had no problem with the connection to my credit union accounts in both personal and business, and I simply chose the accounts I wanted (checking and savings) imported into each. Now I find I am only connected to the CU in Wave business. The CU connection in Wav…
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I've been unable to synch my chase business checking account for the last 5 months now and get robotic e mail replies from Wave saying they "will notify their data provider". How big of an issue is this across your user base and when will it be resolved? It's unsustainable for users. Manual uploads completely defeat the purpose of using …
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I use wave payment and I cant talk to a real person on why I cant link BMO to my account. There is no info, you have BMOHARRIS and it doesnt work through that why not have Canadian BMO. Please offer support to all your customers. I cant use features that you make money off of if I cant contact you at the very least by email. Any BMO users know ho…
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Can Wave download activity from my Square account?
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My CIBC account won't connect to reconcile transactions. I can't get it to work, and today got a messaging saying that CIBC has blocked the connection, and suggested that I "tweet" about it to CIBC. So, is CIBC just not connected and never going to be connected? What is the deal Wave? Should I just save my breath and find another accou…
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I've not used wave since may. When I logged in to update my accounts it was not pulling new data from chase. I attempted to reconnect the existing connection but it would not retrieve new data. Their was no error, just never updated for a 24hr period. I deleted the account at attempted to reconnect it. Upon selecting the chase bank I was informed …
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I imported all of my bank transactions and am trying to categorize them. When I click on the category drop down it is not showing me any expense categories?
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I've recently set up an account with Wave. The transactions pulled over from the bank only once or twice. Now nothing is pulling over. Does anyone know how to solve this? Does this happen with other programs, like QuickBooks, as well? I don't want to wait to import statements monthly. I want the transactions more often.
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As the title states, my BoA small business account transactions are all imported reversed. I now have 524+ transactions to correct, and not even sure how to do it?! Ideas on why it is happening and how to fix it?
