Wave imports bank transactions from CSV uploads, which pairs naturally with converted statements — especially for the history Wave's live connections don't reach. (New here? Start at the Wave converter page.)
Step by step
- Convert your statement and download the CSV export.
- In Wave, open the transactions area for the business and choose the upload/import option for bank data.
- Select the CSV and map the columns — Date → date, Description → description, Amount → amount. Amounts are signed: money out negative, money in positive.
- Review the imported rows and categorise.
Why signed amounts matter here
Wave expects a single amount column with direction encoded in the sign — exactly our default. Statements whose PDFs used separate debit/credit columns (most banks) have already been normalised during conversion, with every sign verified against the running balance.
After the import
The imported period matches the statement's printed closing balance — the conversion had to reconcile before export. If Wave's balance drifts afterwards, look for duplicates against an existing bank connection; see duplicate transactions after import.