wave_discussion
Discussion List
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Hi, So I set up Wave last night and linked it to my 2 business account (Checking, and Savings). During this process I created two new accounts in the chart of accounts, one for the checking and the other for the savings. I logged into Wave today and I see it pulled in my initial data. Now I have some questions which came up: 1) My bank made a mi…
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I have set up an account using my business email so that it is directly connected to the business. And I have set up my personal/freelance email as a collaborator to "View, edit, and send". I wondered if it is on the cards to add co-owners so that the new email (in this case, allowing my personal/freelance email FULL access). As a collab…Jack 121 views 1 comment 0 points Most recent by Alexia February 14, 2018 6:26PMAccount Settings Technical Support
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Hey I have both my personal and Business finances in Wave. I noticed that when I changed the bank accounts that my business side could access that my personal side also opened those accounts. When I changed them to open only my personal bank accounts and cards that it changed the bank settings in the business side. Is this just a glitch since t…LibbyPease 41 views 1 comment 0 points Most recent by Alexia February 13, 2018 8:08PMBank Connections
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When I choose "Bank Connections" from the "Banking" drop down menu, I get a completely blank page, except for the menu on the left side of the screen. I've used two browsers, but cannot get to a page with bank names/options. Should also mention I cleared my history/cache for both browsers.
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This weekend, the data provider through which Wave is able to facilitate bank connections for the automatic import of transactions began experiencing issues. These issues may prevent new connections from being established or existing connections from updating. Issues that existed prior to January 21, 2018 are not related. Bank payments for Payment…Charlotte Closed 201 views 9 comments 3 points Most recent by ahung February 5, 2018 6:14PMBank Connections
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Santander UK does not download their bank statements in any of the file formats that are compatible for uploading. I've been trying to save an xls file to a csv file. But keep getting error messages. Does anyone have an example csv file to work by? 6 hours now, still to no avail. its driving me crazy. please help. thanks
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I can see bank accounts are connected but no transactions show up when I select transaction tab. All filters seem ok.
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Hi, Wave has occasionally had issues connecting to my bank account (TD Canada Trust) but usually I hit the Update now link and it reconnects. It has been several days now that I've been unable to connect my bank account. Been using wave for 2 years with TD Bank and this is the first time this has happened. Does anyone have some insight on this?Julian Crasci Closed 474 views 5 comments 0 points Most recent by Charlotte January 30, 2018 2:29PMBank Connections
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After ongoing issues last week and non-responded support request, the issues have now changed from failing connections to no accounts visible at all anymore. For the last 24hrs. my dashboards just show empty areas under "Bank Accounts & Credit Cards". I appreciate that you are making drastic changes, but rather than leaving this…nadworks 201 views 3 comments 0 points Most recent by Sophia January 29, 2018 2:02PMBank Connections
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I have tried multiple banks multiple times and I only get the spinning moon. I am just trying this for the first time and am giving up and going back to Quicken. Bummer that this doesn't work. They need to charge money and staff a help desk and fix this thing.Matthew Hanover Closed 21 views 3 comments 0 points Most recent by Charlotte January 22, 2018 3:50PMBank Connections
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I have integrated my Etsy account and PayPal account to Wave in order to import transactions, but I don't know how to update them to get my new transactions. I understand how to do it for a bank connection, right on the dashboard, but I can't find something similar for Etsy or PayPal. Once I tried doing it with PayPal by going to the integrations …megan 1.3K views 5 comments 0 points Most recent by singledad January 17, 2018 2:22AMBank Connections
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I'm In South Africa and my bank connection stopped updating my statement at 30 December 2017. Connection is fine but not importing new date automatically. I did try to another accounttoo not working. Please assist because is making my life very easy.Jonathan van Rensburg 1 view 1 comment 0 points Most recent by Dante_Bulluck January 7, 2018 10:15PMBank Connections
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After adding my banks, only the checking and savings accounts show in Wave. The loan/credit accounts do not. Any automatic workaround? Or even a manual one?Timothy Poplaski 1 view 1 comment 0 points Most recent by Charlotte January 3, 2018 11:56PMBank Connections
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Does someone know when Wave will add more banks to the list? For me it is strange that it has Hang Seng Bank Home (particulars) and doesn't have Hang Seng Bank Business as Wave is a tool for professionals and for invoicing, paying, etc... I also miss Paysera Bank... Many thanks.Wordsellery 101 views 1 comment 0 points Most recent by Charlotte January 2, 2018 2:46AMBank Connections
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Hi, Does anyone have links/pointers to using REST APIs using which we can automate periodic invoicing? I know there are templates available, but that doesn't address use-case where slight modification needs to be done on periodic invoicing, such as adding discounts or adding penalty etc. Any pointers to REST APIs would tremendously help. Than…Wateridge Maintenance Closed 31 views 1 comment 0 points Most recent by Charlotte January 2, 2018 1:27AMAPI & Integrations Technical Support
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I have a bank account that is not available online and only receive paper statements... How does one get this account into WAVE and perform manual entries...?John Grods 21 views 5 comments 0 points Most recent by Charlotte January 2, 2018 1:15AMBank Connections
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I am able to connect my CIBC personal account, but when I try to connect my CIBC business account I get an error. I am not sure why because I'm following the same procedure in both instaancesgersham 401 views 1 comment 0 points Most recent by Charlotte December 30, 2017 2:34AMBank Connections
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After wave successfully connects to the bank via user name and password I get an error message: The security answers you entered are incorrect. Try to connect again and re-enter them. Multiple attempts to connect will be required for all security questions to be answered. If your answers are correct and you are stuck,visit our help centerto inv…Athena Marketing 251 views 3 comments 0 points Most recent by Charlotte December 24, 2017 9:35PMBank Connections
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After selecting any bank on the connections page, the login information screen appears and immediately presents an error stating that the recaptcha key is invalid. I went to the recaptcha support site for developers and that site says that the website owner (Wave) needs to get a new key. I have made sure I have updated Java, restarted computer, cl…Ou812 111 views 2 comments 0 points Most recent by Teri-Ann Tagget December 21, 2017 2:31PMBank Connections
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Hi. I linked my Paypal account with Wave. I began my data transfer date as Jan 1 2017. It only transferred the month of December. I obviously need to get my financial data for the entire year transferred into Wave. Otherwise kinda pointless lol. What do I need to do to correct this ?thegentlemensquarter 11 views 1 comment 0 points Most recent by Elle Hellman December 18, 2017 9:30PMBank Connections
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Hello HSBC Australia recently changed their way to connect. They do not require 2 passwords anymore, just one. Wave still requires 2 passwords to connect to HSBC. And the connection using the security device doesn't work. Wave then asks me for a security token which I don't know what this could be. Could this be change because I can not connect …Francois Laharrague 61 views 1 comment 0 points Most recent by James_Hudson December 14, 2017 8:22PMBank Connections
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It gets to were it asks me the security questions but then ask me one that "a email was sent to" and I never get a email. How do i answer this question?Mike Gordon Closed 1 view 1 comment 0 points Most recent by Layla Arata December 4, 2017 9:08PMBank Connections
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I am having trouble with my upload: I go to upload statement, select the csv file and the account. it up;loads and i see a sample of it with the date column selected then i press confirm data. once i press that it just returns to the file upload screen. anyone had this issue? Cheers, AaronGippsland Beer Closed 151 views 3 comments 0 points Most recent by Quinn Watry November 30, 2017 6:45PMBank Connections
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I have four bank connections. Two show connection errors and indicate that credentials need to be edited. But when I go to the Bank Connections page, only one bank account shows (one that is working okay) and a half-moon symbol going around and around. I've tried waiting it out, and waiting until another day, but all the bank connections will not …Robert Legge Closed 61 views 8 comments 0 points Most recent by Claire Davids November 30, 2017 3:39PMBank Connections
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I had a checking account and credit card account with BOA. I deleted the checking account (because I opened a new account with a different bank). Now I can't connect to my BOA credit card account. It says I deleted my account. But it was only the checking account I deleted. How can I get my credit card account back.Adam Zuckerman Closed 1 view 1 comment 0 points Most recent by MaryCass November 18, 2017 8:16PMBank Connections
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Hi, Does Wave periodically log a bank feed or only when a user manually clicks the 'update' button on the interface?Rusticus du Preez Closed 11 views 1 comment 0 points Most recent by Charlotte November 11, 2017 1:59AMBank Connections
