Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • TD Credit Card Statements past 6 months are only in PDF, is there any other way I can import transactions that's not manual? I wish I knew bank connections for Credit cards only imported the past 6 months before I signed up.
    farah4 59 views 0 comments Started by farah4 January 11, 2022 7:01PM
  • Hi, over the past few months, my transactions have stopped importing into my Sams' Club credit card account. When I reconnect, it connects, shows my balance, says it's importing, but no transactions will import anymore. Any way to send this information to PLAID to get this working again? Thanks!
    smoke23 21 views 0 comments Started by smoke23 January 8, 2022 3:48PM
  • I have a Venmo credit card issued by Synchrony Bank, but Venmo Credit Card only uses the Venmo app for account management, so there is no login for Synchrony Bank available. Is there a way to connect my credit card to Wave?
    msrvd 101 views 2 comments Most recent by JoseAntonio_FP January 6, 2022 5:22AM
  • sspssp
    Hello, I have several businesses on Wave. Occasionally, Plaid has issues and the bank account for one of them stops working. I then get an email saying "Your account connection isn't working right now", and it suggests me to login and reconnect. Which is fine, except that when I have 25+ businesses on Wave, I have no idea which company's…
    ssp 11 views 0 comments Started by ssp January 5, 2022 7:01PM
  • JDWJDW
    I recently opened up a new American Express account and added a second cardholder. When I linked the account through the Waze bank connection, I specifically chose the primary (my) card for which to import charges. Unfortunately it is importing charges from both the primary and secondary cards. How do I get this to stop? I only want the primar…
    JDW 31 views 3 comments Most recent by JDW January 4, 2022 5:30PM
  • Hi, I used the wave connect plug in and successfully uploaded transactions (according to the message in google sheets) but in wave, I see the balance updated but no transactions. When I pull up the transactions for the account, it starts with a negative balance to account for my recent withdrawals that are not appearing. Please help and advise re …
    Aarvee 11 views 1 comment Most recent by Aarvee January 3, 2022 3:48AM
  • Hello, Since the new connection page that was launched a few days ago, I can't find a link for my MBNA Canada account. This previously worked fine. Any ideas?
    glover_m 741 views 49 comments Most recent by gorchase December 30, 2021 10:34PM
  • Up a few weeks my chase acct is not syncing. I had reconciled accounts dec 10th but now it says it hasnt been reconciled since nov 1st and all transactions are missing. Others earlier in the year are now doubled. I manually deleted duplicates then manually entered transactions only to have them redeleted. I also tried to resync my account to n…
    Jenm 51 views 0 comments Started by Jenm December 29, 2021 5:29PM
  • Automatic BMO transaction synchronization has always been spotty at best, and is now completely non-functional. I love the application for the most part though, so I went out and signed up for a CIBC business account in the hopes of regaining sync functionality. To my chagrin, the situation did not improve; I now have two business accounts which…
    NetsydeMiro 21 views 0 comments Started by NetsydeMiro December 29, 2021 5:00PM
  • its being down few some time now. when I try to reconnect it show the user name and password is incorrect.
    Deepblue626 21 views 0 comments Started by Deepblue626 December 27, 2021 5:24PM
  • My bank transactions didn't import for over a week, so I disconnected my BMO bank connection. When I went to re-connect it, I discovered BMO is no longer in the list of connected banks?? How can this be? No clue what to do now.
    Cara 160 views 6 comments Most recent by Hydeco December 26, 2021 10:22PM
  • Hello, I recently started using Wave and I cannot link the BMO account to the Wave account. Any ideas why? Thank you.
    suzana 13 views 1 comment Most recent by Hydeco December 26, 2021 10:20PM
  • I was able to connect a USD Capital One card via plaid and when I connected my CAD Capital One card it showed up incorrectly as USD. Is there a fix for this? It's not possible to change the currency. :(
    DashingCollective 21 views 0 comments Started by DashingCollective December 20, 2021 7:45AM
  • Is there a plaid connection to RBC Bank (USA) rbcbank.com? The list of banks only shows Royal Bank (Canada).
    DashingCollective 151 views 0 comments Started by DashingCollective December 20, 2021 7:43AM
  • My Regions Bank connections have not updated transactions since mid-November 2021. I don't have any error messages, they just haven't added any transactions. Any idea what the solution is?
    LWilcox1 12 views 0 comments Started by LWilcox1 December 13, 2021 9:35PM
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  • Since WaveApps switched to Plaid to connect bank accounts to Wave, I have not been able to connect to my banks business portal (Columbia Bank State Bank). My bank changed to a new system that has 3 fields to enter login information: Company ID, User Name and Password. The only connection Wave is offering is to the personal banking accounts. I h…
    Tripod_Imaging 644 views 15 comments Most recent by KayEm December 3, 2021 6:39PM
  • BECU just updated their business platform. I just signed up for Wave yesterday so that I can invoice my clients, however, I cannot seem to connect the Wave Plaid payment system to my bank. Perhaps it is because of BECU's new business platform update? I can't seem to find help with this anywhere. I tried to manually connect to my bank but there are…
    bainesbuilt 145 views 19 comments Most recent by Hye November 25, 2021 11:21PM
  • My Bank connection is no longer importing the transactions. The dashboard shows the correct balance and shows updated recently. The transaction page is two weeks old, and the accounts dropdown show old balances. I've removed the bank connection and readded it, linking it to the accounts in wave. Still not importing the transactions. I have an…
    Gonzo1982 51 views 0 comments Started by Gonzo1982 November 23, 2021 3:59PM
  • Wave will not let me connect my account with US Bank.
    CheerGuy79 31 views 0 comments Started by CheerGuy79 November 22, 2021 8:48PM
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    exipure1001 1 view 0 comments Started by exipure1001 November 10, 2021 2:43AM
  • I am FRUSTRATED. My bank accounts won't connect and import transactions. I have ZERO desire or intention of importing from a statement or entering manually. When is the WAVE F-ING TEAM GOING TO SOLVE THIS PROBLEM THAT HAS BEEN GOING ON FOR SEVERAL F-ING YEARS NOW!!!! I AM SICK OF IT!! Now I am reading that BMO customers are having issues too!
    StephPorter 11 views 0 comments Started by StephPorter November 3, 2021 8:47PM
  • As we all know, Wave no longer works with BMO. Their error message says we need to contact our bank. I did so and got this reply: "I wish to advise that BMO currently has no partnership with Wave. As a result, while it is possible that changes to our security protocols has impacted the ability of this software to connect to our services, we …
    UserNameisTaken 96 views 5 comments Most recent by StrugglingIC October 26, 2021 2:34AM
  • I am not able to link my BMO Canada account to wave. I answer all the security questions and then get locked out. I have contacted BMO and they say I need to contact you. Any suggestions?
    Dunes_Drive321 11 views 2 comments Most recent by StrugglingIC October 26, 2021 2:32AM
  • Need some help troubleshooting bank account connections. I had a BMO account that was working fine, until I attempted to add a funding account (pointing to the same business chequing)... Now when I attempt to connect my bank account I get a message that there are no valid accounts to be imported... 2 Major issues: 1. Funding account wouldn't aut…
    rdmarty 193 views 9 comments Most recent by StrugglingIC October 26, 2021 2:31AM
  • How can I add Bank of Montreal (BMO) account as bank connection? The bank is missing from the list. Please help
    StrugglingIC 11 views 0 comments Started by StrugglingIC October 26, 2021 2:29AM
  • Does anyone have any suggestions on how to get Plaid to import transactions from US Bank? It hasn't worked since July for me. I have tried turning on and off automatic imports, this hasn't worked. I have tried deleting and reconnecting the bank account. This kind of works. It let's me log in and says it has connected. It even updates the amoun…
    Stephpdx 1 view 0 comments Started by Stephpdx October 24, 2021 4:12AM
  • Scotiabank transactions not updating since Sep 24th
    CathyS 401 views 6 comments Most recent by CathyS October 22, 2021 7:44PM
  • I signed up for wave, sent invoices to 2 customers. Then was informed contracts were required to provide to wave. contracts, information, text messages were provided to wave. now no answer. They say 90% of inquires are dealt with same day. But I see here that there are many delays. I need someone to look into this immediately. It is simply unfa…
    d123 21 views 1 comment Most recent by UserNameisTaken October 20, 2021 7:43PM