Bank Connections

For the discussion of bank connections and importing transactions.

Discussion List

  • HI Team, So I joined on the weekend, and have not been able to connect to my bank account or import a bank statement. I've made a couple of comments on other posts, but not sure how this forum works and if anyone has seen it. So I have tried to connect to 2 x banks - 1 in UK, and 1 in NZ - both are personal accounts - so not sure if this is why…
    devinestorm 151 views 10 comments Most recent by Alexia September 5, 2018 5:23PM
  • My payment was sent to a closed bank account by accident. What happens next?
    tweetsonme65 182 views 1 comment Most recent by Alexia September 4, 2018 4:24PM
  • Hi I started yesterday with wave and I thought maybe I should give it sometime and all my transactions will be imported as waveapps connected successfully with my bank.My issues is that not all transactions are loaded.How do I get all my transactions loaded from March 2018.It only starts from 29 May 2018 to date.Please advise.
    Nkosana_Tsware 21 views 2 comments Most recent by Nkosana_Tsware September 4, 2018 12:00PM
  • I have been unable to sync my transactions from my Chase credit cards for a few weeks. Is this something I should reach out to Chase about, or is it something on Wave's end that I should just wait on until it gets resolved?
    ellissdee 581 views 1 comment Most recent by Alexia August 31, 2018 7:59PM
  • Hi, I'm new to wave and I love the features it offers, however I've yet to be able to take advantage of connecting my bank. I know that I can manually work around by manually submitting bank statements, but I'd obviously much prefer to have my bank directly connected. I use a credit union which does come up on the list (Metro Credit Union) but I…
    KatyRogersArt 41 views 3 comments Most recent by Alexia August 31, 2018 5:37PM
  • PLease verify my bank details
    PaddyKymbrekos 21 views 2 comments Most recent by Alexia August 29, 2018 8:09PM
  • I have credit card transactions from the Receipts app. When I upload a qfx from bank, I get a message that there may be duplicates, and that it will mark them. Yet it does not identify and mark any of the duplicates. The entries from Receipts have nearly the exact same details--Just a slight difference in the Description field. Is this matching fu…
    Airik 131 views 1 comment Most recent by Alexia August 28, 2018 7:46PM
  • Tried to reconnect my bank account and it is telling me to submit a support ticket to enable the connection.
    kweis 21 views 2 comments Most recent by Alexia August 28, 2018 2:18PM
  • Please enable my bank connection
    Sundance 11 views 2 comments Most recent by Alexia August 24, 2018 4:23PM
  • M_BM_B
    It is not possible to connect to RBL bank India link at online.rblbank.com. Is this bank supported? or work in progress? Thanks
    M_B 41 views 1 comment Most recent by Alexia August 22, 2018 3:46PM
  • Hello, I tried connecting a bank account and received a message that the support team needs to manually verify the request. Is this where we request the verification? Thanks!
    tberna 51 views 6 comments Most recent by Alexia August 22, 2018 2:04PM
  • Please assist in making a bank connection. Thanks in advance.
    MrBillsTunes 21 views 5 comments Most recent by Alexia August 22, 2018 2:03PM
  • How do I just use my routing number and account number to connect to my bank? I don't have a direct password.
    judiG 31 views 3 comments Most recent by Alexia August 21, 2018 2:31PM
  • Kindly assist for this verification that is required.
    osfoa 31 views 5 comments Most recent by Alexia August 17, 2018 7:28PM
  • Hi, I currently have a bank account synced to my wave account and it automatically refreshes a every few hours. Is there anyway to keep this bank account synced to wave but to only refresh it by manually refreshing the connection? (IE: So that new transactions aren't synced into the transaction feed without me knowing) Thank you
    JTostee 31 views 1 comment Most recent by Alexia August 17, 2018 7:13PM
  • I tried connecting my bank account and it said "submit a request with our Support Team" so I guess this is where I do that? Apparently the SUPPORT TEAM will be able to enable me to do that? Please help
    reamokone 21 views 3 comments Most recent by reamokone August 17, 2018 5:31PM
  • Hi Kindly verify my bank connection. Thanks
    ObakengK_1 21 views 3 comments Most recent by ObakengK_1 August 17, 2018 2:18PM
  • I used NAB for this and need this to connect to my bank account please. Thank you.
    Jackxon 21 views 2 comments Most recent by Alexia August 17, 2018 1:48PM
  • hi,how to manually request bank connection?
    auzaey 21 views 2 comments Most recent by Alexia August 17, 2018 1:46PM
  • Hi, I requested the addition of a bank within Wave, but figured I should follow up with some additional information since the bank is technically already included. Due to a merger they're using a couple different systems and the one Wave currently links to isn't the one I need. The bank in question is Union Bank & Trust (bankatunion.com). The…
    RacingThought 11 views 2 comments Most recent by RacingThought August 17, 2018 12:26AM
  • My transaction list is not accurate to my bank statements - payments are missing and some are duplicated...how can I rectify this?
    Milly 11 views 2 comments Most recent by Milly August 16, 2018 10:02AM
  • I have successfully imported transactions from one bank account however from my second bank account initially only the balance was being imported and no historic transactions. When I retried again no transactions but balance was showing. Any ideas ?
    naveen 1 view 2 comments Most recent by naveen August 15, 2018 12:08PM
  • Hello, could you please help me with this, I see the bank connection and everything but wave can't connect with the bank there is a problem. It says: "your bank needs you to review your account details. Log in to your online banking and fill out any information that is required, then try to connect to wave again" but everything is ok in …
    Lauraarco12 21 views 1 comment Most recent by Alexia August 13, 2018 7:08PM
  • Hello, i would like my bank connection verified please, kindly advise on steps. Regards,
    Spine 21 views 12 comments Most recent by Alexia August 9, 2018 8:49PM
  • Can you please assist with linking a bankaccount ? I need manual verification from your side. Thank you.
    SierraConsult 11 views 1 comment Most recent by Alexia August 9, 2018 2:32PM
  • I am submitting this because your app told me to
    Nicktimmsza 11 views 1 comment Most recent by Alexia August 9, 2018 2:13PM
  • How to Add Credit Cards in Wave App to Check All Debit & credit Transactions automatically just like the Banking transactions? Please Answer
    TG33 32 views 1 comment Most recent by Briella83 August 9, 2018 1:27PM
  • I have a PayPal account for my business and a separate one for myself, personally. (This is allowed by the PayPal terms of use.) I'm unable to add both.Whichever one I do add automatically becomes "integrated" instead of just a bank account. I don't want to accept payment via my personal account. I just want to track transactions within…
    Timothy Poplaski 871 views 8 comments Most recent by Alexia August 8, 2018 4:25PM
  • I updated my bank feed this morning for Chase and all except three transactions came through into my Transactions tab. Has anyone else experienced this? I also had two receipts that I categorized and posted to accounting that didn't come through to my transactions tab. Anyone else have that happen before? I'm really trying to make Wave work for …
    lisamarie616 31 views 1 comment Most recent by Alexia August 8, 2018 4:08PM
  • Hello, I don’t know why the payments haven’t been set up yet. I need the money I am making as soon as possible. Can someone Expedite setting up my Payments? My bank should be connected
    MovingWith1Love 11 views 2 comments Most recent by Alexia August 7, 2018 1:38PM