Bank Connections
For the discussion of bank connections and importing transactions.
Discussion List
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Hi - when I signed into waves today, it asked me to re-enter my bank credentials - which I did - I then noticed that the auto import from the bank account was not turned ON. So when I turned it ON, it re-imported all of the transactions again and now I have double entries of the same transaction from the same bank account. How can I fix this? I wo…
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BB&T connection has not been working properly since 2 or 3 weeks ago. Is it because of the merge to Truist on the way? This creates headache for accounting. Please help!
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An existing connection to PNC has stopped working. I have tried re-entering the credentials several times to no avail. I also updated the security questions on the PNC side to see if that would help but the old questions are still showing up in Wave. What needs to be done for PNC to push the new questions to Wave?
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I have 1 linked account that imports every transaction twice. This account is only configured in Wave once, confirmed by viewing the Banking/Connected Accounts so there are not two versions of it visible. Sometimes the same transaction will even have a different date. It appears like Wave has this account twice internally... Anyone every come acr…
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Hi all, I'm having trouble connecting to Alliant Credit Union. Wave will ask for password, remember account, and authentication number. After I submit authentication number, Alliant Credit Union will be prompted again to send me an authentication number. Not sure what's going on.
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Is there anyway to override the import software decision relative to the uncategorized income or uncategorized expense decision?
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Hi. Could you please help me how to fix this error we have in Wave. We connected our credit card account in Wave. There are five cards under this account. So five card owners under one account. This account is connected in Wave but the transactions that are showing up in Wave are only transactions of 2 accounts only. Transactions for other 3 cards…
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Why do I have duplicate transactions for tons of expenses?! How am I supposed to sort through this?
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I opened a new business account with RBC and successfully connected the account, however it is disconnecting and sends me an email to reconnect the account which I manage to do successfully but disconnects again. Really frustrated.
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Greetings, We have a small Boutique and use Square POS. Sales from the boutique are automatically deposited twice a week (Friday's Sales, Saturday's Sales) and whenever I get around to it, I do a third deposit of any random sales that involved cash & checks. I'm brand new to Wave Accounting and the idea of business accounting as a whole. I…
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The other day, I logged in to find that my credit card had become disconnected. I reconnected it and let it sync my transactions. I merged/deleted all duplicates thinking that the disconnection/resync process had caused the duplicates. I logged in again this morning to find that my transactions are still duplicating. Asked the bot. Looked at help …
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Hi Guys I believe you had some issues in the last few weeks where several Bank Connections were not updating. I had seen an updated post that this has been fixed. However I can see that the balance does get updated but no transactions are being imported. Bank Affected: Bankwest Business Australia
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Last week BMO rolled out new online banking and a new mobile app. I assume they also rolled out a new API. No one is able top provide any insight on or an ETA for reestablishing the connection. I was pointed to the manual procedure of downloading a Quickbooks file from the bank and importing into Wave. That requires watching for overlap as it do…
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For everyone who is having problems with PLAID and it's bank connection I thought I would give an update with information I learned from a call I just made to BMO. I spoke with a manager and she told me that PLAID has been blocked as they are not a secure platform and puts your bank account at extreme risk. She went through the process of download…
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Hi, I'm having trouble connecting my Wells Fargo accounts to Wave. I can access my account fine. After entering my credentials and then the 2-step verification code sent by text, I get the following error:
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I am brand new to Wave. Trying to establish the initial connection to my Wells Fargo business checking account. I receive the following message: "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 connecting to Wave again.". I login to Wells Fargo, not…
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Greetings, I'm BRAND NEW to Wave (and business accounting as a whole), but have been using programs like Quicken for many years. This discussion started out as a question about unsupported banks. However...I found my bank is supported!!! For anyone who happens to be using Farmers & Merchants State Bank (https://www.fm.bank/) and happens to…
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I have a bank connection with SunCost Credit Union. It has been working wonderfully until this month where it has stopped importing all transactions. I have not been able to determine a trend as to which are importing and vise versa. Wave Team: please research and fix this issue. Thank you! Angie
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Is it even possible to get a hold of a REAL human on Chat? Your Mave robot is very insistent, telling me "I’m sorry, I didn’t understand your question. I'm still learning!" and refusing to connect to a human who might not need to still "be learning." Mave is the artificial ingredient in Artificial Intelligence.
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Wave is able to connect to my bank (https://www.firstfed.com/). The bank connections page doesn't show any errors and the account balance number updates to the correct amount as that changes. The problem is that Wave does not download any transactions. This is happening across multiple accounts at the same bank. The FAQ pages are not really rele…
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Bank connection that has been established for over a year and working well has not updated in 2 weeks. There are several transactions during this period. It is a large US bank. Further, in an attempt to delete the connection and reconnect, the software will not allow me to delete it without redirecting payouts. Yet it will not accept the change…
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I connected my Citizens Bank Business Checking Account, how do I connect my Citizens Bank Business Credit Card? Accessed via: citizensbank.com/businesscreditcardonline Where it goes to: https://www.centresuite.com/Centre/Public/Logon/Index?ReturnUrl=%2fCentre%3fbusinesscreditcardonline&businesscreditcardonline I believe after the login is au…
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I recently got a new credit card account at Chase bank. I already have my Wave account connected to Chase bank. Is there a way for the connection to be "refreshed" and the new account recognized and added. It appears that I have to create a new connection and exclude the accounts that I have already so that I don't have duplicate imports…
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I have 6 business accounts with separate business checking accounts at Wells Fargo. All of them were synching and working until a day or two ago. Now, only one of the accounts is synching and WAVE doesn't even see the rest of them. I have tried multiple times to connect the errant accounts but each time I go through the process (successfully as…
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I have had my bank account (Azlo) setup with WaveApps for a few months, as of a few weeks ago, the connection stopped working. I did not change my username or password on the banking site. When I try to re-enter my credentials, it says "username or password is incorrect". Does anyone know if there is an active issue with Plaid and the i…
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Same issue everyone else is having no idea how to contact support about it pointless to keep trying to reconnect
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Hi I'm new here. I am trying to connect my BMO ebusiness (small business) checking account and I get the error message : No supported accounts Your connection was successful but there are no account types eligible for transaction import. See our help center for more information about supported account types. Am I doing anything wrong? The a…
