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Apr 25, 2024 · Connect a bank account. Log in to your Wave account at waveapps.com. On the left-side menu, click Banking > Connected Accounts. Click Connect account. Select from the banking options presented on the screen or enter your bank or credit union’s name in the search bar.
Apr 15, 2024 · Updated: April 15, 2024 14:23. Most online banking sites will allow you to download an electronic file containing your bank or credit card transactions. This can be very useful when you want to bring past transactions into Wave, or if you prefer to avoid connecting your bank or credit card accounts directly.
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Apr 23, 2024 · Your bank might notify you of changes or updates to your account using a banner, popup message, or other methods of communication on their website. These notifications can block Plaid from importing your transactions. To resolve this issue, log in to your online banking portal at your bank’s website and acknowledge or clear the notification.
Apr 15, 2024 · Under Banking on the left navigation menu, select Connected accounts. Search for/select your bank, credit union, credit card or other financial institution. Enter your login credentials and Connect. Wave will connect with your financial institution, verify the security credentials, and retrieve account information.
May 1, 2024 · Updated: Yesterday at 22:29. If you are uploading a statement into an account that already exists in Wave, follow the instructions below. If not, you need to add a payment account first. Download your statement from your bank. First, go to your online banking site and download the statement you want to upload. Wave accepts the following file types:
May 2, 2024 · Log into your Wave account at waveapps.com. On the left-side menu, click Banking > Connected Accounts. The account that is not importing is marked with a notification. Click Reconnect and follow the steps to reauthorize the connection by logging in with your online banking credentials.
May 1, 2024 · Updated: May 01, 2024 17:35. If you use Wave Payroll or Wave Payments, you’ll need to provide your bank account information so Wave knows where to deposit or withdraw your money. If you want to connect your bank accounts to automatically import your transactions into Wave, you’ll need to enter this information as well.
