Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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Where do I find the left menu to add banking details? When I open the app, it opens to the last invoice that was sent with the waveapp logo on the top left. Just can't seem to find the menu
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My bank is Hanscom Federal Credit Union (HFCU), which is recognized by Wave as a bank it works with. The software asks me to provide my login credentials. I log in using a name that I have applied to the account on HFCU's online banking, but I can also provide a member number. Which should I use? I provided the name and the software asked for a te…
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Hi, thanks for adding my bank. When I add the bank connection it sees the Savings and Checking accounts, but I noticed that there's no way to add the Visa card that is also part of the bank account. I sent a request to add Platinum Visa connection for First Entertainment.
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Our company transaction is growing and wonder is it safe to connect my bank account to the accounting system ?
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I'm new to Wave and to accounting really. Need help understanding something. I've connected my business cc and bank account to Wave. It is currently importing transactions from my credit card which is great. But eventually it is also going to import a credit card payment when I make one. Wouldn't that be deducting the same transactions twice? Once…
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Hello everyone! I recently uploaded a CSV file of my Checking Account's transaction record for 2015, but when I finished the upload, all of the transactions were logged as deposits! This includes the expenses, which would be withdrawals. The expenses had negative amounts in the CSV file, and the deposits had positive balances. Anyhow, my expense…
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Good morning, I was having problems with my Capitec South Africa and ING Netherlands bank accounts. They wouldn't sync anymore. So I removed them with the intention of re-adding them. When I try to connect them from scratch I can fill in their usernames and passwords, but when I hit the 'connect' button nothing happens. Please help me. Thank you…
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My husband and I own our house and rent it out in the summer to afford the mortgage. But I am now drowning in spreadsheets. I am doing well at tracking the income, but when it comes to expenses, it's one big mess. I got us a joint credit card and put everything possible on autopay. But now our renovations are on the same card asthe new sheets and …
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I use a credit card from Simmons First National Bank. The login website is different from their checking/savings accounts (https://simmonsbank.cardmanager.com). Is there any way to have this site added to Wave?
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I am wondering if I will ever be able to connect Wave to my bank account with Greater Community Bank. I don't like the idea of having to upload the monthly statement. Everytime I try to connect my account it tells me I'm not entering the correct credentials but I know I am... I really want to use your software but if I cannot connect my bank for a…
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Hi I can see that Tide is not supported at the moment for automatic connection but how do I add my Tide current account to the Dashboard when I have added it manually to the accounts? Thanks Sarah
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Hi, is there a plan / way to integrate with Jersey (channel island) based bank accounts (not the same as UK)
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First of all, this app is awesome. But! When I import transactions, or they are imported automatically, there isn't much detail; where I see "Interac purchase" on Wave, I see for example "Tim Hortons" on my online banking transactions listing. Is there any way to get more detail?
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My credit card is connected and updated. No transaction have been imported since March 2018. What gives?mimiscustomcookies 11 views 0 comments 0 points Most recent by mimiscustomcookies January 22, 2019 9:14PM
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Hi, How can i connect my bank account to wave.
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Hello, My transactions have only loaded for a couple of months. I need them to load through the last year for both of my accounts. I have tried several times to load them and nothing has happened. Can you please check my account to see if there is an issue. Thank you!
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I am confused. In terms of Banking Connections area, with several businesses on Wave, do I connect to a bank once (3 accounts at 1 bank) and then "parse" them out to each business from single banking center? I have one account going to one business, another to another business account. Do they all draw from the one banking connections bu…
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I've tried messaging support and I keep getting automated messages back -- no fun at all. I have 2 businesses under 1 corp. Meaning both businesses use the same bank account/credit cards. I'd like to track each business separately to be able to see the health of each business, so I delete transactions that have nothing to do with 1 business and k…
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Hello everyone, I am quite new to this so I am sorry if this has been asked already. I am currently entering customers into Wave. The majority have visa card details however there are a few that have given me bank details. Could you please let me know how I go about entering the bank details. I have tried everything and can't seem to figure it ou…
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Hi, sorry ive looked online but can't find a simple answer. Im setting up my Amex Card in Bank Connections. When selecting the Payment Account it draws from do I choose Chase Checking or the newly created Amex? Seems the simplest of questions but its just not addressed anywhere. Thanks for your help and any other advice you might have Thx!
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Setting up Wave starting Jan 1, 2019. Tried to connect to my two business WF accounts. I have had rotating arrow icons and this message "Your transactions are being imported from your bank account. Please check back in a few minutes." displayed at the top of the page for about five hours now. Can I close the window? Is it complete?
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I am new to wave and have just connected my accounts. My cc balances are there, but no transactions. Will they come over? If/when they do is it best to expense from their or use the receipt upload? Thanks!
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Hi All, I am evaluating Wave for use with a small business. Unfortunately my bank made some changes in their login procedures in December and as a result, it appears Yodlee is not working properly with the bank. Could someone explain to me the process involved in requesting this to be investigated? Also, my login at this bank is associated wit…
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My last questions in "technical support" did not get a response. So…I'll try one more time and then give up on converting to Wave. Not sure what else to do. I have both a business and a personal area/space/account—however that's specified in Wave. I went to my Business account and tried the bank connection with my Wells Fargo account. W…
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I've connected PayPal three times, each time it imports the most recent transactions but, unlike my bank connect, it does not show up in the banking tab. As such, there is no refresh link like with my bank, is this normal? Do I want to reconnect to PayPal each time I want to update my transactions? Seems like a poor integration.
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Hi, I have my American Express Canada credit card automatically importing transactions. Everything was working fine until it asked me to update my Safari because the previous version was not supported. Now it's showing up that the transactions are in USD (when in fact they're in CAD) and I have to manually adjust the currency. Is there a way to fi…
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Working on Wave setup. I want to connect my bank a/c but when I select my bank and try to enter the bank info, on the next screen, the system starts cycling BEFORE I can even enter ANY of the bank info., so the system goes nowhere! Chrome browser. Help!!
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When I initially added my credit card, I accidentally left the "Payment Account" as my chequing account, thinking that was correct because that's the account I use to pay my credit card. That resulted in all transactions appearing under my chequing account. I tried to bulk change them but changing the account was not an option, so I del…
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Hi I am experiencing issues connecting my bank account. This has been going on for a good while now. Additionally, when trying to gain access to my online banking via desktop, the bank says my account is temporarily unavailable for 10 minutes due to log in attempts so close together. Banking app working fine on my phone. Any help gratefully re…
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HSBC bank India connections not updating since a long time. www.hsbc.co.in Could you assist to correct this? thanks MB
