

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.

