Once you make your selection, click Save and Continue. You can usually import up to 18 months of transactions, but this limit is determined by your bank and may vary. Choose how far back you want to import your transactions.Wave will automatically create a new one for you. If you don’t want to choose an existing account, leave your selection blank. For example, if you've already added a “Checking account” to your Wave Chart of Accounts, you can choose “Checking Account” to have your transactions import there. For every account you connect, you’ll be asked to select an existing account from your Chart of Accounts to import transactions to. Match the accounts you’re connecting to your Wave Chart of Accounts.Click the checkmark next to all the accounts you want to connect. If there are multiple accounts associated with the banking credentials you entered, you can select which accounts you want to connect to Wave.If your financial institution asks additional security questions after you sign in, enter your answer(s) and continue.In the window that pops up, enter the same login credentials you use to sign in to your online banking and click Submit.You can add transactions to Wave by setting up Wave Connect or uploading statements instead. It isn’t possible to add your bank account manually, using your account and routing numbers, on the Banking > Connected Accounts page, to import transactions. If there are no search results for your bank, that particular financial institution is not currently supported by Plaid. If you don’t see your bank or credit card company’s logo, use the search bar to find the one you’re looking for.
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