Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • I'm new to Wave. Sent an invoice to a client, which they have now paid. I tried to connect my BofA account. It takes the account details and then I select send a text (the phone number is correct) but no text ever arrives. Tried it multiple times yesterday and today. How can I connect an account?
    Steven74 241 views 16 comments Most recent by neatfreak December 17, 2020 4:31PM
  • I can download transactions from BNZ (Bank of New Zealand) my credit card displays as NZD but my other accounts display as USD even though the amount is the NZD amount, but when I list All Accounts the value is converted to NZD and reports as more than it should.
    Duncan 241 views 17 comments Most recent by JulianP December 16, 2020 8:37PM
  • The Wave connection with my bank account stopped working. * I tried resetting the password on my Bank account. This did not work. * I tried resetting the username on my Bank account. I now get the attached message that says, "Try entering your bank account username again. If you recently changed it, you may need to un-link your account and …
    redtopper 461 views 3 comments Most recent by APColeman December 11, 2020 9:44PM
  • Hello, Can someone provide a simple step by step on how to add my investment property? Purchase price 1,200,000 Downpayment: 185,200.5 Mortgage CMHC premium insurance: 48450 Total Loan: 1,069,650 Appreciate your help
    eagle_one34 11 views 1 comment Most recent by JulianP December 10, 2020 8:48PM
  • This discussion was created from comments split from: New Customer Address not Populating.
    System 21 views 2 comments Most recent by JulianP December 7, 2020 9:43PM
  • I try to connect to Sno Falls Credit Union with my credentials. It fails, but I'm getting an email from Sno Falls with a one time pin. I cannot enter the pin in WaveApps. How should I proceed?
    krispipeleers 21 views 2 comments Most recent by krispipeleers November 30, 2020 4:40PM
  • Hi, My account is not working for importing transactions from TD Bank. See attached screenshot. I am not sure what it impacts. All of my Payroll and Business transactions are connected with TD bank. I have sent multiple support emails without any help from Wave. I like to know when will this get fixed and also will it affect my automatic payments …
    waxoxo 61 views 2 comments Most recent by Barsin November 27, 2020 7:57PM
  • We haven't been able to get our bank to download connections for quite some time now. We have tried clearing cache, and other suggestions but still nothing. Any Thoughts?
    Kubient 71 views 6 comments Most recent by edgilbert_46 November 20, 2020 3:58PM
  • In order to import my transactions automatically, I need to have a connected account. I am concerned that my banking credential is not sent to my bank for verification / access but to Plaid, a company in California USA. That would allow Plaid to not only read my transactions but also have full access to my bank accounts. I am not sure if there …
    Geekahertz 1 view 0 comments Started by Geekahertz November 19, 2020 4:42PM
  • Our bank connection with Chase for importing transactions was temporarily down. It seems to be reconnected now although I still see at Waveapps.com an error message asking me to reconnect. How can I be sure my account is connected?
    SteveB108 21 views 3 comments Most recent by Barsin November 16, 2020 10:47PM
  • Since Last year, Bank data is not able to import any more. It is not a new issue. as you can see this community every user complaining, but they are no action anymore. even most major banks are also not able to connect, (RBC, Visa, Master...etc) and also you will receive the same reply form customer service. the technician will fix this issue, bu…
    johnkimhvac 21 views 2 comments Most recent by Barsin November 16, 2020 5:29PM
  • Blue Vine "connects" to Wave. I enter Blue Vine username/password and a text-messaged security code. Afterwards, it spends a life time trying to connect, only to send me an email it can't connect. Please help me move the conversation forward.
    SMLLCSCorp 201 views 2 comments Most recent by SMLLCSCorp November 2, 2020 7:20PM
  • I am still waiting for you to get Plaid working with my (previously working perfectly) Manulife One Account (equity line of credit/checking) AND my MBNA credit card account. They worked just fine up until you switched (nearly overnight). What a PITA having to manually upload everything. I chose Wave expressly for the ability to do auto imports. I …
    Vizou 111 views 1 comment Most recent by unknown October 30, 2020 2:15AM
  • Hi, I am trying out Wave for the first time. I connected my Chase Bank and my Capital One credit card. But when I try and add a Citi credit card, i get the error "there is a technical issue between Wave and your bank". Not sure if this is why, but Wave is trying to connect to: https://www.citi.com/credit-cards/citi.action And that is…
    helpmeplease 951 views 12 comments Most recent by unknown October 27, 2020 4:19PM
  • Help!!! I have a bank connected that has an account and a credit card. Up until July both of them were loading the transactions just fine. Now, the account is only working but the credit card is not loading the transactions. I have followed the help presented by the bot, and I have also submitted a request for help twice but did not get a repl…
    Tanya_May 31 views 12 comments Most recent by tbalmer October 22, 2020 12:43PM
  • Is anyone else experiencing bank feeds to be a week or more behind? This is posing an issue in creating financial reports for Government Emergency Response funding programs. These days of financial instability and scrambling to maintain any stability, being able to create true financial reports is crucial.
    BHedley_accounting4u 1 view 0 comments Started by BHedley_accounting4u October 21, 2020 8:00PM
  • I have setup the connection just fine but only the 2 most recent transactions are being downloaded. This seems to have been discussed almost 2 years ago but noting since, is this a problem for everyone or just me? And if its just me how do I fix this?
    Sabine 21 views 1 comment Most recent by AlexL October 19, 2020 6:36PM
  • Hello! Love your software, however RBC banking transactions stopped importing round about Jan 22. Any updates as to when this will be resolved? Thank you.
    brianlink 262 views 15 comments Most recent by cgarai October 18, 2020 6:46PM
  • Since the switch, Wave has been unable to connect with numerous banks. With my own bank its still unable to connect with Wave for over a month, and the aggregation provider's response is "Unfortunately we don't have a solution yet...". Please return to using your previous provider to connect with banking institutions, which was working …
    JulienWest 1 view 0 comments Started by JulienWest October 16, 2020 6:46PM
  • My bank only allows the ability to download statements by PDF only. How can I upload the statement to show my account transactions?
    Islandsun42 11 views 2 comments Most recent by muhmohsinraza October 11, 2020 8:29PM
  • Our bank was connected and transactions came in just fine. Then the transactions stopped. We attempted to reconnect to no success. We disconnected and are attempting to reconnect. We see the bank name and logo on the list but the connector will not accept our valid credentials. Bank -- Heritage Bank (GA) -- Heritagebank.com
    Bob_Stevens 51 views 6 comments Most recent by JulianP September 29, 2020 7:57PM
  • Hi, I am having trouble importing my VISA transactions. They haven't imported since July 22nd. Same bank as my chequing accounts which appear to be importing reliably. I have tried turning on and off the Visa. I don't want to delete the whole RBC bank connection as I'm sure it will cause some major hiccups. I sent a support ticket six days ago and…
    SRW87 11 views 1 comment Most recent by AlexL September 29, 2020 4:06PM
  • I linked my bank and have duplicate transactions, but the duplicate has in its title "memo posted today" Example: 08.20.2020 payment Topcashback $40 08.20.2020 Topcashback payment ACH Entry Memo Posted Today $40 Why is this? I am simply deleting all transactions that says Entry Memo Posted Today"
    dontworryaboutit 91 views 1 comment Most recent by Barsin September 18, 2020 8:19PM
  • When I connected my bank account I knew from the start that something was off. The balances in all my accounts were nearly a week old. The transactions for the account that I connected did not show up in wave. This is the primary feature that I in wave. I have tried disconnecting and re-adding my bank account several times, no change. It even say…
    Alfred_Madere 23 views 0 comments Started by Alfred_Madere September 18, 2020 1:25AM
  • UPDATE: Today an error message appeared in Wave for this connection with an option to Reconnect, but clicking the button just results in a spinning wheel. Hi, It looks like the connection to Azlo Bank broke sometime between August 5 and September 5. Is this a known issue? I tried turning sync off and on again to no avail. It won't let me delete …
    wimsy 51 views 2 comments Most recent by wimsy September 17, 2020 9:54AM
  • So I've been using Wave to track my expenses for 2 separate businesses, both of which have accounts with Mountain America Credit Union (MACU). This has been working well for us for a few years with transactions updating automatically each day. But I notice the last few weeks none of my MACU accounts are updating. Also they no longer show any $ bal…
    familee 41 views 2 comments Most recent by familee September 16, 2020 2:35PM
  • Seeing an error message that indicates that the date shown for an imported transaction is different from what is shown at the bank end. Because of this Wave is not allowing this transaction to be marked as reviewed. Unable to manually change the date and save it. Since the transaction was imported by Wave in the first place, not clear how else it …
    rise 21 views 5 comments Most recent by AlexL September 15, 2020 7:58PM
  • This debacle now seems to be going from bad to worse. My connected account is no longer showing when it last updated. It now just states "Automatically import transactions into Accounting", however there seems to be nothing automatic about it. It has now been 3 days since it last updated. Please Wave get this fixed. This new aggregator …
    Daren 211 views 15 comments Most recent by AlexL September 11, 2020 8:51PM
  • Wave has worked beautifully for months with Mountain America Credit Union, but has recently stopped importing transactions. It says it was last updated 12 hours ago, and my bank shows that these logins are occurring, but no new transactions have been added since Aug 21, 2020. I chatted with the bot and was told someone would reach out to me, but t…
    tandrus3 21 views 4 comments Most recent by tandrus3 September 10, 2020 8:01PM
  • I haven't been able to import transactions from TCF bank since August 17th. I have tried turning the import off and on several times, as this has helped in the past. But still no luck.
    lswebs 41 views 2 comments Most recent by lswebs September 4, 2020 2:49PM