Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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Since the changes made a few days ago it says all my bank connections are off. When I click on the icon that says off with the sentence "Automatically import transactions into accounting" beside it it will tell me to retry because user name is wrong. The user name is the bank card number but unfortunately I have a new card and dont have…
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A transfer out on my bank account was posted by Wave as a deposit. Has anyone had a similar experience?
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We set up a new bank account for our Ebay business to use in addition to Paypal as our primary incoming/outgoing funds. When I try to add our bank (Nicolet National Bank) it fails every time. I'm thinking it may be because there are a few selections to make on the main bank page (select login, select business, then enter login info). Is there a …
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All my settings show no connection to my bank account. This is what I prefer and set up. HOWEVER, Wave is still pulling in my personal bank account transactions. This is borderline illegal. Where is this data coming in from?
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Good day, my client received an email stating the the bank connection for the account can be restored. We are in South Africa. Is this possible? Thanks
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I was chatting with an unrelated Wave user. I was describing my problem and they have a different interface (including button text) as well as different integration options. I am trying to integrate a Citi credit card but nothing is working. On his view on the main view he has "Citi Credit Cards". I do not. I can't even search for i…
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The Helena Community Credit Union recently changed its name to the Intrepid Credit Union. Nothing else has changed (same routing number, etc). All I want to do is edit/change the bank name in my WAVE account. I can't find any way to do this. Can you direct me to find some way to do this?
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hi there my transactions haven't updated since december 13th. I've updated my card and no luck. The entire option on the dashboard is gone. Am i missing something?
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I have to manually press update for my credit card transactions to appear in WAVE. But this time Wave confirmed it had updated connection/Visa transactions but they are not appearing in Wave.
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Yes, I know Wave lists the banks they connect to but that doesn't mean they work. I've already opened one account at a bank that's listed, and it doesn't work. (Eastern CT Savings Bank) - So, what bank do you use that you KNOW connects? And yes, I do know I can import the transactions. That's a pain. (Berkshire Bank out of Massachusetts connects b…
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Just putting it out there in case someone else wants to know. This is in Connecticut. 2019-12-17
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It just keeps saying my credentials are wrong. Never successfully connected. Just putting that out there, because I searched before I opened the account. It's listed as integrating but it will not connect. Perhaps this will help the next person. 2019-12-17
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Can I choose a beginning date when downloading and updating the bank transactions from my bank?
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Was just wondering whether there was any change to the setting of the CSV? I have tried uploading the CSV bank statement (have been doing this successfully for the past 2-3 months) but right now, when i tried to upload, it is not showing anything nor mentioning any upload in progress. Is there any solutions to this? Thanks
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My Wells Fargo business checking account is no longer importing as of November 5. I've tried deleting my bank connection and connecting from scratch. All of my personal accounts show up, but m business checking account isn't listed. Any ideas on what could be going wrong? Everything works on my Wells Fargo side of things.
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I see previous posts from 2018 about renaming bank accounts from the name the bank gives them to our own name/nickname for them. Users should be able to easily change their importing account names and those names should then be reflected throughout Wave. Bank account names can be changed from what the bank names them. It's a simple feature in min…
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Have been using Wave with Suncoast for many years. Haven't been able to connect for almost a month. Tried everything recommended. Can someone at Wave get with your 3rd party service to look into this. We can't be the only one's with the issue.
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In banking I followed the proms to include my Bank of AMERICA account,I got a message that said a code number will be text to my cellphone to verify my ID then enter the number.The next message says text sent but I never received the text. Is this a Wave problem ormy bank problem?
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Now that transactions are importing again, why are transactions missing from when it wasn't working? I am missing from around 10/24/19-11/3/19 or possibly only through 10/31/19. It is like the system is only going back to 11/1 or something. I need those October transactions. Help please! :)
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I have a US Bank and I am in the US (yes I read some of the posts), but Wave is no longer updating with my bank account. What am I missing?
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Why does Wave need access to my bank account?
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Hey guys, so I've joined up to Wave and connected my banking, but it only goes as far back as August. It's ideal to go back as far as start of July, the financial year. Any suggestions on how to achieve this, or is Wave limited in dates?
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Hence I cannot connect my bank account. I just set up my Wave account and started customizing everything, but this is a major hiccup. PLEASE ADVISE!
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My client has many credit cards and bank accounts. She has 2 Wave accounts - personal and business. whenever we try to connect the bank accounts something goes wrong. right now they are not updating at all and half of them are not even connected anymore. any suggestions?
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In the attached picture file, fields are not active and the fields do not respond to a cursor. It means that I cannot enter the coordinates needed in order to securely connect my bank account. The card access number can be entered, but the coordinates (indicated by a blue box) cannot. Thanks, Aaron MattinglyAaron_Mattingly 91 views 5 comments 0 points Most recent by Aaron_Mattingly October 25, 2019 10:17PM
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I am trying to import a csv file from Lloyds bank in the UK. It worked fine when I did this a couple of weeks ago. Now I am getting the error that there are duplicate transaction dates (there are not) and then it only imports the last day of transactions. Please help. This is wasting so much time. Thank you
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Hello wave! Do you have plan to support bank integration with major Philippine banks and credit cards? It seems a very few bank has banking integration with Wave right now. As an accounting and bookkeeping specialist, it would be great if major banks and credit card issuer had link so we can introduced your software to the masses.
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My bank, American First Credit Union, recently updated their online accounts portal. Since the update I've no longer been able to transfer transactions to my Wave account. It says it is updated but the transactions have not been transferred. When I check my banking credentials it has spinning circle and never lets me check the credentials. Can I d…
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I just set up my account and submit info. How long it take for approval??
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I am wondering if there is any news on the ongoing issues with Bank Connections with some banks, in my case HSBC.com.au ? This bank connection was off for 6 weeks earlier in the year and i was able to successfully reconnect it around 27th March, however after another week or 2, it stopped again. I have deleted the connection but am unable to co…
