How to Upload bank and credit card statements in Wave Financial

Authored by: Support.com Tech Pro Team

1. Introduction

How to Upload bank and credit card statements in Wave Financial

2. Upload bank and credit card statements

Download your statement from your bankFirst, go to your online banking site and download a statement to your computer. Wave can accept the following structured file types:

• 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.

Upload your statement to Wave

1. Click on Accounting on the left side of your screen and select Transactions. 
2. Click on the More button and select Upload a Bank Statement.

1. Click Choose File below Statement and locate the statement you already downloaded from your bank to your computer.
2. In the Payment Account field, select the appropriate account. Your statement must be in the same currency as the account you're importing into. 
3. Now click Upload. The process will do its thing for a few seconds.