2020 issues

HaagRita

For the calendar year, 2020 bank uploads were not accomplished from March 9, 2020 to December 31, 2020. Is manually uploading the only answer?

KristenV

Hi @HaagRita , if you have your bank account connected for automatic transaction imports and are only missing some transactions from March-December 2020, the best way to get those in your Wave account would be to manually import them. This is because the alternative of disconnecting and reconnecting your bank account would result in duplicates of all the transactions that have automatically imported since December 2020.

To help with this, Wave offers some great options below for manually importing transactions:

• Upload bank and credit card statements

• Wave Connect: Easily import and export data with Wave's Google Sheets add-on