Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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When I initially connected my bank accounts, 3 months of transactions automatically uploaded. I wanted older data uploaded so I tried to manually upload a statement with past transactions. I realized that I had accidentally uploaded my spending history from all accounts under just my Business Checking account, which threw my totals completely off.…
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I want to link my business credit card, but there is a remaining balance from last year's expenses which I already claimed on my taxes. How do I handle: 1. Beginning Credit Card balance. 2. Transfers (payments) to Credit Card account from my business account? Example: I've only accrued $1,500 in credit card expenses for the current year, but have…
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KBC bank is not supported by Waveapps. This script lets you import statements from your KBC account to Waveapps and manage your finances as if your KBC bank were supported. Check this repo and happy importing https://github.com/fgadaleta/waveapps-kbc-statement
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Hi ive just started taking Stripe payments through Wave for invoices. Now i have the actual invoice amount plus the fee for it transactions then i also have the amount that came in to my bank account. My books wont balance if i leave the Stripe invoice payment amount on there, but if i delete it will it dissapear from the invoice. Could anyone adv…
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it seems the Barclays website has had an update and wave can no longer import the statements through the connection any more. anyone else had this issue, will there be a fix?
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Just signed up and a bit surprised that Tide is not available as a bank connection. Any plans on your roadmap to add them to Wave? Not being able to connect my business bank account is a bit of a deal breaker for me, so would just like to know if you guys plan to add Tide in the near future. Cheers!
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Hi, I've recently started using wave. I did have my bank connected and statements were uploaded, however there were duplicates of a lot of entries so I deleted all transaction history, removed my bank account, and decided to start fresh. However, since I removed the bank account, it won't reconnect - I get the endless ping-ping loading symbol and…
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I have six banks and two credit cards setup with Bank Connections. I've noticed that the downloads across all the banks and credit cards are always a few days out-of-date. Today's transactions are not downloaded into Wave. That's fair enough as they could conceivably change. However, yesterdays and one or two days before that are also not downlo…
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Hi Everyone, I was wondering if connecting Revolut and Qonto will be possible in the near future? I am currently switching from Société Générale in France (which was integrated) to Qonto and Revolut (N26 is already linked to my Personnal...) Importing transaction manually is boring (yes I am lazy... ;) ) Among the 10k+ financial institution, coul…
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I was able to import Payoneer and ING bank. Then I deleted my Waveapps account to start over (since I didn't see an option to delete archived bank accounts), to clean up and start fresh. Now my ING bank and Payoneer are gone from the options. I have spent many hours trying to figure out how to get them back. Is this a country setting that filter…
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Hi guys. I have recently connected my bank account to my wave dashboard, and all my transactions are importing well, which is an awesome feature thanks wave, my only challenge is that when a client pays directly into my account and I have to record a payment for their invoice it results in double accounting and overstates my income. Is there a w…
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I have uploaded a bank statement twice and both times it all seemed to go fine, up to and including confirming upload, but then it reverts to the upload screen and the transactions never actually appear in the transactions list. It is a csv file. I have formatted it correctly. It is a large-ish file (about 1,500 transactions) but I have uploaded l…
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Hi there, I started using wave a month ago. I had no problem uploading a CSV of bank transactions. A week ago I tried to upload more transactions and received the error message. I have read through threads in this forum and tried all the suggestions (trying other supported file formats, saving a copy of the csv in Google sheets to clean the …
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This used to be a good working connection but no more. Any idea when the RBC US connection will be fixed?
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Hi I've just started using Wave and have successfully uploaded my normal bank transactions. Howerver, my report from Paypal doesn't have separate deposit and withdrawla columns. It just uses one column with deposits being positive and withdrawals being negative. What is the easiest way to upload this?
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There's a six-month gap in the banking transactions Wave has uploaded. I have tried downloading a qfx file and uploading it to Wave, but Wave gives me an error message saying that it is not recognized as a cvs format. Since it isn't a cvs format, it is a ridiculous message. Others seem to be having a problem with uploading various formats... I'm j…
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Hey Wave Fam: I just got this error "There is an error with your connection." for my connected bank account. I've tried to search the forum for "There is an error with your connection." and how to fix it but didn't find anything? I've tried the: "Update Now" in order to Refresh the account, but the error persists.…
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I wasn't seeing all of my transactions in Wave, so I deleted all of the transactions and unlinked my bank accounts to start from scratch. Now I am trying to relink my bank accounts but I keep getting the message "Unable to Connect. Please try again." I have cleared my cache and tried to connect on multiple browsers but am still seeing th…
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Every time I try to connect my bank account it shows error that it couldn’t connect..how do I fix this
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Is there an ETA in when this will be fixed? I'm trying to connect to HSBC US to add 3 accounts but it's still timing out. HSBC has updated their login security from birthday to choosing the pictures. Has support for HSBC been dropped completely?
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I messaged earlier saying I had a chunk of transactions (Sep to Dec) missing when I linked to my bank. Then, I tried every single format available to me, to download the missing transactions which apparently didn't work (I left hours sometimes between tries) and then tried again in Firefox, which seems to then work. hooray. Then, as I was catego…
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We could not get the CIMB bank connection for almost a month!! This is awfully long downtime. Please help!!!
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I've connected and downloaded my transactions from a cheque account, but going through and assigning details to each transaction, I've noticed there's a whole chunk missing between 1 Sep 18 and 1 Dec 18. Help? (Not a bookkeeper, but a Scouts group treasurer, so pls use small words)
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Wave is having difficulty communicating with your bank. Try connecting again in a few minutes. If thMy connection was working just fine about 5 days ago. Now I am receiving this error message: "Wave is having difficulty communicating with your bank. Try connecting again in a few minutes. If this doesn't help, visit our help center to investigate the problem." I spoke to support but, I haven't received a resolution just yet. Anyone el…
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On my Bank Connection tab under the Accounting window, the figure matches what is currently in my connected bank account. However, it indicates that it was last updated 49 years, 2 months ago. When I review the Accounting tab under Transactions, the amount indicated is not synced. It reflects my transactions from last year only (2018). It refl…
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I have tried uploading my csv multiple times. Everything goes smoothly and i get this message "Your transactions are being imported from your bank statement. Please check back in a few minutes." i have uploaded a few times and in the past hour i still have no seen the transcations updated. I also tried clearing the cache like it was me…
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Hi there, linking my HSBC business acount is not working. I get the error message that HSBC site is not working and to try log on there. My log on works fine there so why is Wave not connecting to it? After Username and password are through and it asks what my security code is, is that the code generated by the code generator device I have?
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Has anyone ever had a discrepancy between wave and your bank statement when doing the reconciliation? For whatever reason I cant find the missing dollars. Ive printed out my bank statement and wave statement and compared numbers but cant seem to find the difference. Ive also checked the beginning balances and the ending balances. the ending balan…
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i'm looking at our bank connections page - for my work account (the non profit that i work with)... and MY PERSONAL BANKING INFO is what appears as connected... which is definitely is not. HOW ARE THE DETAILS OF MY PERSONAL BANK ACCOUNT able to be seen here?? and then i look at the bank payments and "edit bank profile" and it's one of …
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Trying to connect to LandMark bank (MO, OK, TX), however, is this the personal banking or the business banking. When I sign in to business banking, I am asked for the company ID number, and user ID and once I input that, I get taken to another page for my password. The login that Wave gives me for Landmark only has a user ID and password. I've n…
