Bank Connections

For the discussion of bank connections and importing transactions.
 

Discussion List

  • I am trying to connect to https://www.tcbanknv.com/ I can not find my bank on the list. Please let me know how to connect to my bank. Thank you
    Bebe123 571 views 6 comments Most recent by scaretours August 30, 2020 10:36PM
  • Hi , I recently linked my bank account to wave. Because I imported everything from this year I had duplicate transactions. It was showing me invoice payments in wave and also the deposit from Moneris in my account . I assumed this was giving me duplicate money so I deleted all the visa/MasterCard deposits from the transactions but now I have a ne…
    Picardmobile2020 23 views 1 comment Most recent by Barsin August 25, 2020 7:04PM
  • Added a second business savings account two weeks ago and would like to connect it to Wave, but it hasn't shown up as a choice under Connected Accounts (all my other WF accounts are there as choices, even I've only connected the checking account to Wave) Is there a way to force the list to be refreshed?
    Andyland 31 views 1 comment Most recent by Barsin August 21, 2020 6:50PM
  • I was finally able to connect Wave to my Capital One accounts, but my Spark business accounts don't show up. Has anyone had this problem? When will this issue get resolved?
    Encompass 471 views 8 comments Most recent by Highline August 14, 2020 6:12PM
  • Hi All, I have the same bank account that for some reason is duplicated in Wave. How can I consolidate?
    alloutgraphix 12 views 1 comment Most recent by CallieP August 14, 2020 2:07PM
  • I recently created a new company. I connected by bank accounts (checking & credit card) with no problem. I imported transactions from 1/1/19. No problems. I then activated Payments. In the activation process the system naturally asked me to connect the Payments account to my bank account, which I did. Now, in the Connected Accounts tab under B…
    Fritz_G 51 views 3 comments Most recent by CallieP August 13, 2020 8:57PM
  • After selecting my bank from dropdown and entering the correct credentials (same ones I use to login at the bank's website) I get the following message: "It looks like there are no bank or credit card accounts associated with those credentials. Please confirm that you've connected the right account. If you believe there is an error, please vi…
    AireLibreRunning 251 views 5 comments Most recent by Barsin August 5, 2020 9:14PM
  • How can I get my bank listed in this app? If I cannot connect to my bank, then I am afraid that I will have to use another software. Thanks!
    Michael_F 11 views 1 comment Most recent by Barsin August 4, 2020 5:29PM
  • Apparently, Wave uses a service called Plaid to connect to banks, but Plaid does not work. The suggested fix is to download and then upload bank statements. Really? I would like to use Wave, but cannot even if it were the only game in town. Pretty poor showing, even if it is Plaids problem. And the finger pointing. Egad!
    TJude 21 views 2 comments Most recent by Barsin August 3, 2020 8:12PM
  • Connection to Citibank Business does not work after working just fine for a few months.
    JDSPartners_17 1 view 1 comment Most recent by ConnorM July 31, 2020 3:18PM
  • Hi, for some reason I can't seem to get my Citi credit card account to connect. I've got US Bank CC card done, checking account done. Just not this one last item. Keeps failing on authentication though I'm 100% positive it's the correct user/pass. Any ideas or am I just SOL?
    HumanEar 11 views 4 comments Most recent by ConnorM July 28, 2020 8:21PM
  • Hi, I am feeling very frustrated when I try to link my Citibank Business account and each time I try to link it, it would say the credential doesn't match. The password is correct because I can assess my online banking. It also ask for business code, which I found but it still doesn't work. I have been trying to link my accounts for weeks now, …
    VintageDestination 91 views 3 comments Most recent by CallieP July 20, 2020 6:44PM
  • It seems like PayPal integration is flawed. It is not accounting for (subtracting) the tax amount eBay is withholding from the gross amount. Example: A gross payment of 26.38 - 1.07 (PayPal Fee) - 1.38 (eBay collected taxes) should be recorded as three parts. Only the gross amount and PayPal fee are recorded. Taxes never show up. Thus, the account…
    gyventi 81 views 3 comments Most recent by CallieP July 20, 2020 6:02PM
  • Hello, I work with RBC and Wave is not automatically importing transactions. I successfully uploaded 1 year transactions but it's not updating after that. Do I have to wait for this to happen?
    Marines 11 views 1 comment Most recent by Barsin July 17, 2020 1:44PM
  • I am having trouble importing both the withdrawal and deposit columns. Wave is able to read both columns, but in step 4 when the 4 columns (Date, description, deposit and withdrawals) should be highlighted, it only highlights the column marked as deposits. Why does it not include the withdrawal column?
    Leane 11 views 1 comment Most recent by Barsin July 14, 2020 3:05PM
  • I have a personal and 3 business accounts at my bank. When I connect Wave to my bank, will I be able to choose the account I want? The Quickbooks online program would automatically pick one of the accounts and it was the wrong one.
    GrooveyTom 11 views 1 comment Most recent by ConnorM July 8, 2020 7:11PM
  • I linked bank accounts across platforms when I was using different tech (mobile; iPad, laptop) and now have too many duplicate accounts showing accounting for different date ranges some times - how do I make delete accounts and not lose transactions? etc.
    MsChief 11 views 1 comment Most recent by ConnorM June 25, 2020 6:04PM
  • What's the eta for connecting to VanCity bank accounts?
    Rosanne 51 views 4 comments Most recent by NicoletteB June 25, 2020 5:46PM
  • I'm at a loss and welcome help. The system appears to have fairly recently imported a "Starting Balance" to Owners Equity to cover past transactions... but it shows it here as "Checking (763), and though this is not a separate account, appears to total it with my bank balance. How can this be corrected ... or if practical, reversed …
    Stevepeck1 21 views 3 comments Most recent by Barsin June 25, 2020 4:44PM
  • I'm in the US and joined wave this past April at that time I connected all my banking information and it was fine up until 5 days ago when it stopped. I've gone to my connected accounts in my Wave app but "reconnect" is not an option. Should I delete my bank connection then reconnect? I'm at a loss for what to do.
    Douglas_63 63 views 7 comments Most recent by Barsin June 23, 2020 8:41PM
  • EDIT: It appears there is an issue with texting the code to a mobile phone. When I sent it to my email it worked fine. I'm trying to connect my Tangerine account through bank connections but it fails and I get an error. I get through the security question then when I select a number to send a code it fails and says error "there was a problem…
    Doug1993 131 views 9 comments Most recent by Barsin June 23, 2020 6:28PM
  • I'm trying to connect to my bank account. I find the bank in the Wave list, enter the login creds, and get an error: "Your account is not yet authorized for online use. Please complete the account setup process in order to continue." I click on the "Setup Account" button, am taken to my bank login screen, enter my creds, and ge…
    KJIsaacson 21 views 1 comment Most recent by Barsin June 22, 2020 6:55PM
  • I had to disconnect my HD card from my account since it was not updating. When I tried to connect again after putting in username, PW and answering questions, I keep getting the following message..."Please try connecting to a different account. There was a problem processing your request. Your account could not be connected at this time."…
    13smithra 266 views 10 comments Most recent by CallieP June 8, 2020 5:54PM
  • Wave is great, but now I need a bank. Anyone have a trusted recommendation?
    TomG 31 views 7 comments Most recent by CallieP June 8, 2020 5:32PM
  • As so many others have reported....Here is another bank (Azlo) that is updating balance but not importing transactions. This is very frustrating as I do not desire to disconnect the bank, reconnect the bank, and then recategorize all of my transactions. It looks like I may just need to pay for accounting software that works properly. Too bad to…
    Gary 821 views 8 comments Most recent by CallieP June 4, 2020 7:57PM
  • Hi, the system you used before to connect to a bank worked really well (for me anyway) then you switched to a new one and now my bank isn't listed and I've been doing it manually every month. When will the third party aggregator update their bank database? The thing I loved most about Waves was that it pulled all of the transactions for me into t…
    Hallease 71 views 12 comments Most recent by CallieP June 3, 2020 7:59PM
  • Hi there, I just imported all my transactions from Spend since they are closing the App. But it put them all as deposits instead of withdrawals. Is there a way to bulk fix this without having to go to each transaction? Please tell me I can!
    Sierra 11 views 4 comments Most recent by CallieP June 3, 2020 7:12PM
  • This discussion was created from comments split from: How can I add a new credit card account to an existing bank connection?.
    System 11 views 2 comments Most recent by Barsin June 2, 2020 3:04PM
  • I have 2 Wave "Businesses" one is UK and has connected with my UK banks for 5 years. I just went in to do my taxes, found that the Bank transactions stopped coming through Sept 2019. The "Banking" option is MISSING from the Left Navigation Menu US Business still have "Banking" in the left Nav menu. HELP I NEED TO …
    Jennyc 51 views 5 comments Most recent by Barsin June 1, 2020 6:05PM
  • This is different than how Quickbook handles. Are there any security concerns?
    suzirubi 11 views 1 comment Most recent by ConnorM May 29, 2020 8:25PM