Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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The feed stopped several months ago, I tried to updated the log in details and couldn't. I tried to import a csv file of the missing transactions and couldn't. I disconnected the feed and tried to re-connect it and couldn't. Can someone from support please contact me to resolve this as I'm getting highly frustrated? I'm an accountant working in a…
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As I'm located in a country where our banks cannot connect to Wave, I am trying to follow directions to upload the statement as an CSV file (the only functional option). However, the file won't upload - it's been over 2 hours of the spinning tadpole under the UPLOAD button. Anyone else having this problem? I've tried to reload several times. Doesn…
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How can I connect Barclaycard to Wave account as Payment gateway?
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I've tried all the steps, still won't connect. I get varying error messages but most of the time it says "Your bank seems to be having technical difficulties". My online banking is fine. Is there a known problem with Wells Fargo like there was with TD Bank or US Bank? What else can I do...besides manually uploading statements? Can I de…
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Hello, We use the Corporate Internet Banking and it requires the below credentials. In Wave there is no option to enter the corporate id
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Hi, not sure if this is the right place to start this question. I'm testing out Wave's features and in love with the bank connection feature! However, im running a partnership company which CIMB bank does not allow us to use the platform you've already had it connected: cimbclicks.com.my (they held that this portal is for personal and sole propri…
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This discussion was created from comments split from: Transactions not showing up, but balance of bank account being updated correctly..
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I do 90% of my business through paypal. I do not see my paypal transactions coming through automatically. I waited for 2 weeks and nothing comes over. Why is it not working? I trying exporting from paypal and importing into wave but then my descriptions are off and I dont know what the transactions are for so I deleted all my transactions I upload…
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Connect lost Cnb California
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Tried all the normal fixes.
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Its showing below error: Unable to connect. Please try again My all other applications are running but its showing this error and am unable to connect my back account
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Hi there, Please could you create a bank connection for FNB Namibia. You already have a connection for FNB South Africa. It is the same bank, just in Namibia so the integration should be easy. Please advise.
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In the past 2-3 months bank transactions from a year ago, that I deleted, are now showing up as new transactions with a current date. It is happening in both my bank and Paypal transactions that are automatically imported. For example: I move money from my Paypal account to my Bank Account. On 04/15/2017 I transferred $125.99 from Paybal to Ba…
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Hi. I recently took over as our society secretary, and edited the bank credentials to my own login details. Since then I have been unable to update the bank account, also I am equally unable to edit the bank credentials or even check that I didn't screw them up. I have considered deleting and recreating the connection, but I'm scared I might lose…
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This discussion was created from comments split from: recording transaction.
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Can someone at Wave please provide the contact info for the banking data aggregator (Yodlee/Envestnet)? They need to fix their aggregation scripts for a couple institutions, and I can't find any end-user contact info. Yes I understand Wave can't fix Yodlee's issue, but neither can Yodlee if they don't know about it.
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The Bank Accounts and Credit Cards section of my Dashboard doesn't load in any browser. Transactions section seems fine. I've cleared cookies and emptied caches. Any thoughts? Thanks
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It would be nice if Wave was able to automatically match transactions when importing from a bank. It appears it does this for transactions associated with Payments, but not other functions (bills, offline invoice payments). This would certainly make this a lot easier for your users who are short on time, to not have to delete all the duplicate tra…
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Got a text message from my bank to say that I logged on, but I didn't. Only thing is I can think of is that Wave is logging on in the background. Anyone experienced this?
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Hi, our company has set up to import bank transactions to Wave automatically. May I know how to map the Account to a new Account in the Transaction screen in the system, so I do not need to change the Account for each transaction. For example, the transactions used to map to Account: Bank A, but we would like to map the transactions to Account: …
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This discussion was created from comments split from: Welcome New Wavers! April 30th, 2018.
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Have tried to connect my bank account multiple times and have been unsuccessful. Have then gone to manually upload a statement and this hasn't worked either. I have followed instructions but wish to connect a bank account asap - is there someone I can talk to directly about this. The help pages aren't getting me any where..
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Hi there, I tried to connect with my Capital One Canada credit account, and after I entered the user name/password, I was asked with this question: "Enter Your Registered Phone Number For Receiving OTP" So I entered my phone number, with various different format, such as +14161234567, 4161234567, 416-123-4567, (416)123-4567. None of t…
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Has anybody been able to connect to TSB since they updated their website, and broke it? If they have it means that they have not updated the security system and it is just timing out or something. Thanks.
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No connection to my UAE bank - Emirates NBD for a month now. Prior to this it connected for 3 days after being unconnectable for 5 weeks. So officially Wave does not function for me any more. Question: I will have to move to Xero or Zoho. Will I experience exactly the same problem? Any insight to an accounting app that works in The United Arab Em…
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Hello, I am unable to re-connect wave to my banking accounts (both business & personal) at TD Canada Trust. Could you please check this situation? Thanks in advance for your assistance.
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It seems that the transactions for the last 10 days from my Citibank Credit Card has not updated in Wave, I can't understand why they are missing.
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Hi... Its been almost 3 weeks i cant connect to CIMB bank. Can u help?
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I deleted transactions that i had imported because the memos were wrong. I have tried to re import the same transactions a number of times but i cant see them. When i try to import it says there already transactions for the period. Have tried clearing cache but didnt help.
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I would like to make a bug report. I can’t seem to find where to do that with Wave, so I will enter it here as a “discussion”. I have my HSBC Canada MasterCard automatically imported into Wave via a bank connection “integration”. However, transactions that occur in a foreign currency do not get imported properly by Wave (Yodlee). Instead they …
