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Wrong Account transactions

NF77NF77 Member Posts: 1

I connected my nonprofit accounts to Wave easily. However, when I look under transactions it is showing my personal account transactions as well as the nonprofit ones. How can I get it to stop doing that?

in Bank Connections

Comments

  • ConnorMConnorM Member Posts: 1,229 ✭✭✭

    Hey @NF77, thanks for reaching out here. When you connect your bank connection in Wave, all of the accounts affiliated with that bank connection will be pulled into Wave. In order to not see those transactions pulled into the Transactions page, you will need to navigate to the Banking tab and toggle off the connections that you don't want to see pulling into the transactions page. After doing so, you will need to manually delete the remaining transactions that are in your account in order for it to disappear.

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