yodlee
Discussion List
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My TD Bank account is not updating on Wave. I hit "Update Now" and it looks to be working but then it doesn't update (see screenshot). I have tried re-entering my credentials, but that doesn't work either. Help!sundayfunday 721 views 22 comments 1 point Most recent by JamieD August 7, 2019 6:52PMBank Connections
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Good day, all! If we added a bank account recently that has more than 90 days of history, and we most recently added this account, is there a way to force the update to go more than 90 days? For example, based on this point in 2019, is there a way to force the download of transactions at least back to January 1, 2019? Thanks, all!
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Hi, I am trying to connect our Lloyds Business account to Wave. It keeps on saying 'unable to connect' and does not give the option to add username or password. When I try to add the bank connection through the normal Lloyds link (not Business), it says your bank needs you to review our information. Please can someone let me know whether Lloyds bu…BEST 291 views 7 comments 1 point Most recent by MerlinAccounts_UK June 18, 2019 2:59PMBank Connections
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Good day, all! I am experiencing issues with at least one BMO account with importing transactions. I understand from Wave support this issue is known and is being worked on with the third-party. I have also been advised I can upload transactions through statements. Anyone else experiencing this issue and/or any other tips for making this work u…
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Hello, I've contacted support, but was only led to the FAQ of how to set up a bank connection. For almost 3 weeks now, my Chase credit card goes through the motions of updating, but doesn't actually update. There is no error. My other accounts are updating just fine. I've tried turning the connection off and on. I've cleared cache, history, etc. I…
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Hi there! After many months of the Capital One Spark Checking failing to import my transactions and getting no help from anyone, I did a few things this morning: * I tried adding Spark Checking to Mint... it imported my transactions perfectly. So that led me to believe the problem is on the Wave side of things. * I read everything I could about…RachelGeeksOut 1.2K views 55 comments 0 points Most recent by AlexL May 30, 2019 6:25PMBank Connections
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Hi everyone, I started using Wave about a month ago, great product and UI/UX :smile: Initially everything went well and I was able to sync both my Business Checking and Business Credit card accounts from Chase. All transactions were properly synced and updated on a daily basis. I'm now having trouble since ~July 18th, the balances are still syn…
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Hi, I've recently started using wave. I did have my bank connected and statements were uploaded, however there were duplicates of a lot of entries so I deleted all transaction history, removed my bank account, and decided to start fresh. However, since I removed the bank account, it won't reconnect - I get the endless ping-ping loading symbol and…rhythmgracedance 141 views 10 comments 0 points Most recent by Samd April 12, 2019 3:50PMBank Connections
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I wasn't seeing all of my transactions in Wave, so I deleted all of the transactions and unlinked my bank accounts to start from scratch. Now I am trying to relink my bank accounts but I keep getting the message "Unable to Connect. Please try again." I have cleared my cache and tried to connect on multiple browsers but am still seeing th…sundayfunday 141 views 7 comments 0 points Most recent by unknown March 11, 2019 10:00AMBank Connections
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We could not get the CIMB bank connection for almost a month!! This is awfully long downtime. Please help!!!
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In addition to manual entry of transactions, Wave offers the ability to import your transactions in Microsoft Money (.OFX), Quickbooks (.QBO), Quicken (.QFX) or Simply Accounting (.ASO), and Comma Separated Value (.CSV) formats. If you are wondering about these methods, our Help Center is a great place to start. These import options make it easy t…Charlotte Announcement Closed 2.5K views 7 comments -5 points Most recent by Erik December 20, 2018 4:21PMBank Connections
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Hello When you allocate transactions that have been automatically imported by the bank feed to a certain expense type and sales tax will the bank import then remember that next time and allocate it correctly automatically? Thankssplats 61 views 5 comments 0 points Most recent by Charlotte November 1, 2018 10:27PMBank Connections
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Hello, I've tried to connect my Payoneer account but its required to create a ticket with support. How to connect?DmytroBezpiatyi 681 views 13 comments 0 points Most recent by Ryan_W October 24, 2018 9:50PMBank Connections
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Help me) What i have to do now?sobakatobak 51 views 20 comments 0 points Most recent by RobRuscher October 21, 2018 2:14AMBank Connections
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I am trying to connect to my bank (Kiwibank NZ) but can get no response from the system. After entering username & password Wave seems to be working but brings back no response, not even an error message. It just leaves me hanging. I have tried to connect 2 other NZ banks, & have also tried using 2 other internet connections. Same lack of …spreadsheetsarah 381 views 44 comments 0 points Most recent by Charlotte October 12, 2018 11:47PMBank Connections
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Hi I started yesterday with wave and I thought maybe I should give it sometime and all my transactions will be imported as waveapps connected successfully with my bank.My issues is that not all transactions are loaded.How do I get all my transactions loaded from March 2018.It only starts from 29 May 2018 to date.Please advise.Nkosana_Tsware 21 views 2 comments 0 points Most recent by Nkosana_Tsware September 4, 2018 12:00PMBank Connections
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I have been unable to sync my transactions from my Chase credit cards for a few weeks. Is this something I should reach out to Chase about, or is it something on Wave's end that I should just wait on until it gets resolved?
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PLease verify my bank detailsPaddyKymbrekos 21 views 2 comments 0 points Most recent by Alexia August 29, 2018 8:09PMBank Connections
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I have credit card transactions from the Receipts app. When I upload a qfx from bank, I get a message that there may be duplicates, and that it will mark them. Yet it does not identify and mark any of the duplicates. The entries from Receipts have nearly the exact same details--Just a slight difference in the Description field. Is this matching fu…
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Tried to reconnect my bank account and it is telling me to submit a support ticket to enable the connection.
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It is not possible to connect to RBL bank India link at online.rblbank.com. Is this bank supported? or work in progress? Thanks
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Hello, I tried connecting a bank account and received a message that the support team needs to manually verify the request. Is this where we request the verification? Thanks!
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Please assist in making a bank connection. Thanks in advance.MrBillsTunes 21 views 5 comments 0 points Most recent by Alexia August 22, 2018 2:03PMBank Connections
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How do I just use my routing number and account number to connect to my bank? I don't have a direct password.
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Kindly assist for this verification that is required.
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Hi, I currently have a bank account synced to my wave account and it automatically refreshes a every few hours. Is there anyway to keep this bank account synced to wave but to only refresh it by manually refreshing the connection? (IE: So that new transactions aren't synced into the transaction feed without me knowing) Thank you
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I tried connecting my bank account and it said "submit a request with our Support Team" so I guess this is where I do that? Apparently the SUPPORT TEAM will be able to enable me to do that? Please helpreamokone 21 views 3 comments 0 points Most recent by reamokone August 17, 2018 5:31PMBank Connections
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Hi Kindly verify my bank connection. ThanksObakengK_1 21 views 3 comments 0 points Most recent by ObakengK_1 August 17, 2018 2:18PMBank Connections
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I used NAB for this and need this to connect to my bank account please. Thank you.
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hi,how to manually request bank connection?
