StatementCheap

Convert Wise statements to Excel, CSV and QuickBooks

Upload a Wise PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

or choose files. Any bank, any country. Scanned PDFs work too.

5 free pages a day with a free account. No card.

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Updated · By the StatementCheap team

How to download your Wise statement as a PDF

On the Wise website or app, open the currency or jar, select the three dots in the top-right corner, choose "Statements and reports" and pick the type of document. Or click your initials, choose "Statements and reports", then "Statements" and "Create a statement" to pick the currencies or jars, the period, the language and PDF as the format. You'll need to enter your Wise password to confirm the download.

Can Wise export Excel or CSV directly?

On the website you can choose PDF, XLSX (Excel), CSV, MT940, QIF or CAMT.053 (version 10 only) for a statement; the app offers PDF, CSV and XLSX. Separately, the "Transactions" page on the website lets you filter and "Export" your current view as CSV or PDF for up to 365 days; Wise says this isn't available in the app. Wise Business accounts connected to Xero sync automatically and can backfill up to one year; for older periods Wise says to upload a PDF or CSV statement for every currency. Business accounts can also download an audit report showing the amount in each currency on a chosen date.

What a Wise statement looks like

Statements are created per currency or jar, for the period and language you choose. Wise says a statement shows all transactions, including any hidden activities. When you create an accounting statement you can tick a box to have fees shown separately. To make the PDF official, tick "Stamp and sign this document" at the bottom of the statements screen; Wise has to verify your address first if it hasn't already. A separate "Statement of fees" summarises the fees you paid in a year, by currency, but isn't available to US-based customers.

Tips for converting Wise statements

Each statement covers at most 365 days, so download one per year for longer periods. You can select several currencies and jars at once and get a ZIP file; unzip it and upload each statement on its own. Statements only include transactions made through your Wise currency accounts, not ones paid with an external payment method.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

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FAQ

Can I get one Wise statement for more than a year?
No. Wise lets you download a statement for a maximum of 365 days at a time. For a longer period, download several statements, each covering up to 365 days, and convert them one by one. The export from the Transactions page has the same 365-day limit.
Why is a transfer missing from my Wise statement?
Wise statements only include transactions made through your Wise currency accounts. If a transfer was paid with an external payment method, it won't be on the statement. Wise says you can download a list of all activities, including those, from your "Transactions" page.
Can I download Wise statements after closing my account?
Download them before you close it. Wise says that once a Business account is closed you permanently lose access and can't download statements for your accountant, and its personal account closure steps also say to download any statements you need first. If Wise closed your account, it says to contact support for your statements.
Can I convert Wise statements to Excel?
Yes. Upload the PDF statement from Wise and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Wise credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.