Bank Connections

For the discussion of bank connections and importing transactions.

Discussion List

  • Wave connects to my credit union but only through personal. I'm a business and need to connect through small business. Can this happen?
    Barber 21 views 1 comment Most recent by Alexia April 23, 2018 3:58PM
  • Does anyone else has this? Is there any workaround by admins?
    ScreenTag 11 views 2 comments Most recent by Alexia April 20, 2018 2:16PM
  • The transactions for our capitalone 360 account aren't showing up. The balance is updating correctly but the transactions since 12/29/17 aren't showing up.
    biznerd1 11.2K views 9 comments Most recent by OakvilleShop April 19, 2018 5:15PM
  • I have tried 3 times to enter my ID which is correct as I've also logged in to my account today with the same number. Is there an ongoing issue with Santander? Any advice you can give me? I think the whole reason for me to use the Wave App is the banking integration so if this isn't working I don't know if I really see the point?
    MrsRed 51 views 1 comment Most recent by Alexia April 19, 2018 4:00PM
  • I have tried to update , edit connection , still transaction not update Please assist
    faridah 11 views 1 comment Most recent by Alexia April 19, 2018 3:37PM
  • My bank was connected successfully and the current balance updated. I cannot see the transaction anywhere. I started connecting to bank since 10 April 2018 for 1st time. Need assistance to resolve this. TQVM.
    Shikin 41 views 4 comments Most recent by Alexia April 17, 2018 3:33PM
  • Hello, It has been 1 week since the balance and the transactions got updated. Some of the transactions got imported till 5th April. After that there were no updates or change in the balance. However on the bank side there exist transactions. This is specifically for ICICI Corporate banking India. Please help. Regards, bj
    bj1729 91 views 6 comments Most recent by Alexia April 16, 2018 5:44PM
  • How likely are there to be successful connections to Banks across the Caribbean? Especially in Barbados?
    KingRei 21 views 1 comment Most recent by Alexia April 13, 2018 3:32PM
  • My connected bank account is not updating from last 4 days, I'm unable make entries of receipts & payments
    Laksha_Holidays1 31 views 1 comment Most recent by Alexia April 10, 2018 2:55PM
  • initially when connecting my bank acct the transactions downloaded automatically. can i re-do that after deleting all transactions if i dont want to upload statements? my bank statements are in pdf, not csv.
    paulachenderson 551 views 2 comments Most recent by Alexia April 9, 2018 3:28PM
  • Hello Wave Support Team, It appears that my PayPal hasn't updated transactions since March 15 and only the Checking on Spark Business Checking hasn't updated since March 7. The Business Savings account has updated with an issue. Do you have any suggestions I should do to see if there's a connection issue? I've already activated and updated the A…
    colombiaecotravel 101 views 1 comment Most recent by lylavuono April 6, 2018 8:24PM
  • Hi There, My bank recon statements and chart of accounts has not worked for over 2 months. My Reports is working however... Any assistance please?
    Lisa90 11 views 10 comments Most recent by Alexia April 6, 2018 6:33PM
  • hschsc
    Hi, I have tried clearing the cache, but my chase credit cards are still not updating. I then deleted the connection, and now I cant add the connection back. The error I get is as follows. Wave is unable to locate your account(s). Go to Banking > Bank Connections in the sidebar menu and ensure you have chosen the correct bank. Try connecting…
    hsc 81 views 1 comment Most recent by Alexia April 6, 2018 2:41PM
  • Hi there, It has been over 3 weeks and i cannot connect to my bank to import my transactions. The error message keeps saying that the server is down. It is extremely frustrating and annoying to keep getting this everyday. Can this be fixed?? I am from Malaysia and i am using Maybank.
    Shameerah 41 views 1 comment Most recent by Alexia April 5, 2018 7:49PM
  • se esta teniendo problemas con la sincronizacion o actulizacion de la conexion con las cuenta bancarias de PAYONNER. ya que realizo la actualizacion y demas pero no me trae las transaciones y demas
    ISMCENTER 11 views 2 comments Most recent by Sophia April 4, 2018 8:23PM
  • How do I get my checking account info downloaded as well?
    NSWHAT 11 views 1 comment Most recent by Alexia April 3, 2018 5:26PM
  • Hello, my accounts are not updating. I can hit "Update Now", and the website goes through the motions of updating, but when it finishes, all the account balances are still the same, as if they were never updated. I have reentered my Bank Credentials, but no luck. It's not been working for about a week. How do I fix this? I use Truliant F…
    benabele Closed 3.1K views 29 comments Most recent by Alexia April 3, 2018 3:09PM
  • Hello, When I first added my bank account, all of my transactions from the designated period that I chose were uploaded into my transactions. It has now been a few weeks and I just manually updated my bank account. However, there are still no new transactions (since the first time I entered the account)... Any idea on what is going on? I bank wi…
    drewsonofdean 61 views 1 comment Most recent by Dante_Bulluck April 3, 2018 2:15PM
  • I have recently tried to start using your software for my accounting, connected two of my bank accounts and shortly thereafter had illegal log-ins to both accounts. I have therefore had to change my login details in order not to compromise security. I am therefore loath to continue using your automatic log-ins to the bank and would prefer to manua…
    Heather2301 331 views 1 comment Most recent by Alexia March 29, 2018 6:24PM
  • After having my bank connected for the past 2 years with minimal issues, for the past four days it has been dogged with problems. Everytime I try to update it says that the credentials are wrong, despite them never being altered. Yet, every time I go to try and update them, as soon as I click on either the box for username or password, I get the …
    oddsop 51 views 1 comment Most recent by Alexia March 29, 2018 4:01PM
  • Logged in this morning to find that Wave has imported transactions from my personal accounts, even though those are turned 'off', and has assigned them all to my business account. This is slightly worrying. I now have to go through and delete all of those, then reconcile my business account to make sure transactions that should be there have bee…
    Cate45 21 views 1 comment Most recent by Alexia March 28, 2018 7:58PM
  • Hello! We are closing our KeyBank account and switching to Chase. In closing our Key account, will we lose all of those transactions in Wave? Has anyone had any experience switching accounts like this? Thanks in advance!
    jbyox49 201 views 1 comment Most recent by NopDesign_Connor March 27, 2018 8:52PM
  • I am trying to upload a csv bank statement, which I have done successfully numerous times previously. However the 'Choose File' dialog next to 'Statement' is missing from the screen and I can't selec the file to upload. See the screenshot attached. I have tried with both Chrome and Internet Explorer browsers and the same problem occurs in both. …
    lizd 51 views 8 comments Most recent by chuck March 27, 2018 2:33AM
  • i have signed into wave and in dashboard my bank account/credit card won't update. I just get a spinning wheel
    Tracy 111 views 2 comments Most recent by Vic March 22, 2018 1:00PM
  • Hello Community. For 2 weeks and 2 days, I have tried on a daily basis to connect / upload my Emirates NBD Bank data here in Dubai. Nothing. There are no error codes - just a spinning updating icon - that eventually says it is updated - but it is not. If there was an error I would have a clearer understanding of the issue. I have repeatedly carri…
    frankstebbing 721 views 1 comment Most recent by Alexia March 21, 2018 6:08PM
  • Hi I need support on a issue relating my transactions. On 15 March I started a new business on my profile which uses another account on my banking. After connecting this extra business, my main business is not importing transactions. Not sure why this happens. I have cleared all cookies on my Safari and restarted over and over. I switched bank…
    FTClothing 11 views 1 comment Most recent by Alexia March 20, 2018 6:27PM
  • I have connected my PayPal account to wave with no hassle, but expense list was imported to Wave and no incomes. Why is that? Thank you.
    DavidK 1.3K views 5 comments Most recent by Alexia March 19, 2018 5:17PM
  • Dear Support Team, please help us find out with our situation -We are new on Waveapps, and we need to connect our bank account to Waveapps, but unfortunately we can't do this because of the an unknown reason, when we adding the link on web site - nothing happens !, So, please tell us what need to do, our may be you can assist me via the skype to d…
    MaksymAdvantageMedia 461 views 5 comments Most recent by Alexia March 19, 2018 2:40PM
  • Can I suggest you add bank integrations with Coinbase, GDAX, and Kraken to download transactions into Wave?
    Alex_on_Wave 71 views 1 comment Most recent by Alexia March 12, 2018 6:40PM
  • Hi, A few months ago my bank, HSBC UK, ring fenced some of their customers (of which I am one) to an entity separate from the main UK entity. My bank is now called HSBC plc. My bank connection was working fine, but since then it has stopped working. I have tried to select a different HSBC from the drop down bank options, but HSBC plc is not sh…
    HenStar 381 views 3 comments Most recent by Alexia March 8, 2018 7:44PM