Here's a question some customers have asked:
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). Every FI has a different setting, but for most of them we import transactions going back 30 to 90 days.
The good news: this limit doesn't prevent you from having all your financial info in Wave. If you want to go back farther than your FI allows, you can upload an electronic bank statement.
Here's how you can do that:
1) Make sure you first connect your bank or credit card account to Wave, and import as much as your bank will allow.
2) Go to your Imported Transactions screen and make a note of the date on the earliest transaction. (The transaction farthest into the past.)
3) Go to your online banking site, and download an electronic statement into one of these formats:
- Microsoft Money (.OFX)
- QuickBooks (.QBO)
- Quicken (.QFX)
- Simply Accounting (.ASO)
If possible, only download transactions BEFORE the earliest transaction that Wave imported (the date you noted in step 2).
4) Log into Wave and go to your Imported Transactions screen. Click on "Upload a bank statement" (located at the bottom of your list of transactions) and follow the easy instructions.
5) Check for any duplicate transactions that overlap with already imported transactions. Delete any duplicates. (Ideally, you specified a date range for your electronic statement and have no duplicates to delete.)
You should now have all the transactions you want in Wave.
Once you are finished all the uploading, you can read more about how to adjust your checking and savings balances or credit card and line of credit balances.
AN UPDATE FROM WAVE:
Good news! You can now upload .CSVs into Wave