Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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I've been told my credentials are wrong... I've double checked they aren't. I've used an incognito window. Same message. I login at https://business.santander.co.uk/LGSBBI_NS_ENS/BtoChannelDriver.ssobto?dse_operationName=LGSBBI_LOGON&returnUrl=https%3A%2F%2Fbusiness.santander.co.uk%2FSBBI_DirectDebits_ENS%2Fchannel.ssobto%3Fdse_operationNa…
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Hi, My bank sends me an email notification every single time I logon to my online banking. Since I have set up Wave to connect with my bank accounts, I have received an alert from my bank that someone logged on to my online banking at a time when I definitely wasn't awake let alone logging on to banking. Is there anyway to set up an automatic a…
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I received an email warning about Your transactions are not importing but no reference to which company is having the problem - I support a dozen companies there should be a reference to the company
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Hey I have both my personal and Business finances in Wave. I noticed that when I changed the bank accounts that my business side could access that my personal side also opened those accounts. When I changed them to open only my personal bank accounts and cards that it changed the bank settings in the business side. Is this just a glitch since t…
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How can I delete a duplicate bank account ?? I can't find the option, just "archive" option is availablesomosmultimedia Closed 4.9K views 1 comment 0 points Most recent by Alexia February 12, 2018 10:23PM
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Hi, Is there a way to apply check information that's downloaded from our bank to open bills? Meaning, I create a bill for $32.00, then a check clears for the $32.00. If I process it as a check payment first, I wind up with two entries for the $32 payment. Thanks in advance for your help.
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When I choose "Bank Connections" from the "Banking" drop down menu, I get a completely blank page, except for the menu on the left side of the screen. I've used two browsers, but cannot get to a page with bank names/options. Should also mention I cleared my history/cache for both browsers.
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This weekend, the data provider through which Wave is able to facilitate bank connections for the automatic import of transactions began experiencing issues. These issues may prevent new connections from being established or existing connections from updating. Issues that existed prior to January 21, 2018 are not related. Bank payments for Payment…
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Santander UK does not download their bank statements in any of the file formats that are compatible for uploading. I've been trying to save an xls file to a csv file. But keep getting error messages. Does anyone have an example csv file to work by? 6 hours now, still to no avail. its driving me crazy. please help. thanks
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I can see bank accounts are connected but no transactions show up when I select transaction tab. All filters seem ok.
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Hi, Wave has occasionally had issues connecting to my bank account (TD Canada Trust) but usually I hit the Update now link and it reconnects. It has been several days now that I've been unable to connect my bank account. Been using wave for 2 years with TD Bank and this is the first time this has happened. Does anyone have some insight on this?
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After ongoing issues last week and non-responded support request, the issues have now changed from failing connections to no accounts visible at all anymore. For the last 24hrs. my dashboards just show empty areas under "Bank Accounts & Credit Cards". I appreciate that you are making drastic changes, but rather than leaving this…
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Anybody an idea how to remove deleted Bank accounts from the Balance Report?
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I have tried multiple banks multiple times and I only get the spinning moon. I am just trying this for the first time and am giving up and going back to Quicken. Bummer that this doesn't work. They need to charge money and staff a help desk and fix this thing.Matthew Hanover Closed 21 views 3 comments 0 points Most recent by Charlotte January 22, 2018 3:50PM
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I have integrated my Etsy account and PayPal account to Wave in order to import transactions, but I don't know how to update them to get my new transactions. I understand how to do it for a bank connection, right on the dashboard, but I can't find something similar for Etsy or PayPal. Once I tried doing it with PayPal by going to the integrations …
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I'm In South Africa and my bank connection stopped updating my statement at 30 December 2017. Connection is fine but not importing new date automatically. I did try to another accounttoo not working. Please assist because is making my life very easy.Jonathan van Rensburg 1 view 1 comment 0 points Most recent by Dante_Bulluck January 7, 2018 10:15PM
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After adding my banks, only the checking and savings accounts show in Wave. The loan/credit accounts do not. Any automatic workaround? Or even a manual one?
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Does someone know when Wave will add more banks to the list? For me it is strange that it has Hang Seng Bank Home (particulars) and doesn't have Hang Seng Bank Business as Wave is a tool for professionals and for invoicing, paying, etc... I also miss Paysera Bank... Many thanks.
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I have a bank account that is not available online and only receive paper statements... How does one get this account into WAVE and perform manual entries...?
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I am able to connect my CIBC personal account, but when I try to connect my CIBC business account I get an error. I am not sure why because I'm following the same procedure in both instaances
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After wave successfully connects to the bank via user name and password I get an error message: The security answers you entered are incorrect. Try to connect again and re-enter them. Multiple attempts to connect will be required for all security questions to be answered. If your answers are correct and you are stuck,visit our help centerto inv…
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After selecting any bank on the connections page, the login information screen appears and immediately presents an error stating that the recaptcha key is invalid. I went to the recaptcha support site for developers and that site says that the website owner (Wave) needs to get a new key. I have made sure I have updated Java, restarted computer, cl…
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Hi. I linked my Paypal account with Wave. I began my data transfer date as Jan 1 2017. It only transferred the month of December. I obviously need to get my financial data for the entire year transferred into Wave. Otherwise kinda pointless lol. What do I need to do to correct this ?thegentlemensquarter 11 views 1 comment 0 points Most recent by Elle Hellman December 18, 2017 9:30PM
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Hello HSBC Australia recently changed their way to connect. They do not require 2 passwords anymore, just one. Wave still requires 2 passwords to connect to HSBC. And the connection using the security device doesn't work. Wave then asks me for a security token which I don't know what this could be. Could this be change because I can not connect …Francois Laharrague 61 views 1 comment 0 points Most recent by James_Hudson December 14, 2017 8:22PM
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In particular this relates to PayPal - it seems that the connection is one-time only when importing transactions and I get asked to create a new account each time. I now have four for the same PP account. Can I delete them without losing the transactions? Most get re-categorised anyway when I reconcile.
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It gets to were it asks me the security questions but then ask me one that "a email was sent to" and I never get a email. How do i answer this question?
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I am having trouble with my upload: I go to upload statement, select the csv file and the account. it up;loads and i see a sample of it with the date column selected then i press confirm data. once i press that it just returns to the file upload screen. anyone had this issue? Cheers, AaronGippsland Beer Closed 151 views 3 comments 0 points Most recent by Quinn Watry November 30, 2017 6:45PM
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I have four bank connections. Two show connection errors and indicate that credentials need to be edited. But when I go to the Bank Connections page, only one bank account shows (one that is working okay) and a half-moon symbol going around and around. I've tried waiting it out, and waiting until another day, but all the bank connections will not …Robert Legge Closed 61 views 8 comments 0 points Most recent by Claire Davids November 30, 2017 3:39PM
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I had a checking account and credit card account with BOA. I deleted the checking account (because I opened a new account with a different bank). Now I can't connect to my BOA credit card account. It says I deleted my account. But it was only the checking account I deleted. How can I get my credit card account back.
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Hi, Does Wave periodically log a bank feed or only when a user manually clicks the 'update' button on the interface?Rusticus du Preez Closed 11 views 1 comment 0 points Most recent by Charlotte November 11, 2017 1:59AM
