Automatic bank transaction imports are part of Wave’s Pro Plan. Learn more about Wave’s plans or how to subscribe.
If you update your username in your online banking portal, your bank connection in Wave will stop auto-importing transactions. In order to reconnect your account with the updated credentials, you need to delete the connection and connect it again. Deleting a connection will not affect the transactions that were previously imported.
Before you delete the connection, on the left-side menu, click Accounting > Transactions. Click on the account dropdown menu at the top of the page and select the account to which transactions were previously importing. Make a note of the account name and the date of the last transaction imported under that account. You will need this information when you reconnect the account.
- On the left-side menu, click Banking > Connected accounts.
- Locate the account with the updated username, and click on the trash icon beside the connection to delete it.
- Search for your bank and connect it again.
- Toggle imports on for each account you want to import from and select the correct start date (based on the date of the last successful import on your Transactions page).
- Select the account to which you want the imports to go (select the account where transactions were previously importing).
If you don't select a start date, transactions from as far back as possible will import, resulting in duplicates.