Here's a question some customers have been asking us:
When I connected my bank account with Wave, only a few months of transactions were imported. How do I import all my financial info for this year? How do I import last year's info?
Wave doesn't control how far back transactions can be imported. The amount of data Wave can access is set by your financial institution (FI). Each FI has a different setting, but most of them allow us to import transactions going back 30 to 90 days.
The good news: this limit doesn't prevent you from putting all your financial info into Wave. If you want to go back further than your FI allows, you can upload an electronic bank statement.
Here's how you can do that:
- Make sure you first connect your bank or credit card account to Wave, and import as much as your bank will allow. (Learn more about connecting.) To do this, click Account from any screen, and then Connect your bank account.
- Go to your Transactions screen and make a note of the date on the earliest transaction. (The transaction furthest into the past.)
- Go to your online banking site, and download an electronic statement into one of these structured file formats:
- Microsoft Money (.OFX)
- QuickBooks (.QBO)
- Quicken (.QFX)
- Simply Accounting (.ASO)
If none of these file types are available from your online banking site, Wave also allows you to support Comma-Separated Variable (.CSV) files. This is a more complex option, so please try to use one of the four file formats listed above.
If possible, choose to download transactions that occurred only BEFORE the earliest transaction that Wave imported (the date you noted in step 2).
Log into Wave and go to your Transactions screen. Click on Upload a bank statement (located in the top right of your screen) and follow the easy instructions.Log into Wave and go to your Transactions screen. Click on the down arrow next to the "+" icon, then on Upload a Bank Statement, and follow the easy instructions.
All the transactions you want should now be in Wave!