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Convert Wealthsimple statements to Excel or CSV

Wealthsimple is one of the few places that already offers statements as CSV, including a bulk download of monthly statements as a ZIP. So this page is mostly for when you only have the PDF: statements a client forwarded, a lender's request that arrived as PDFs, or a statement you need to match line for line.

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $9 up to 25 pages, priced by page count above that. No subscription.

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How to get your Wealthsimple statement into Excel

  1. Download the PDF statement from Wealthsimple online banking

    • Open Wealthsimple and select the Profile menu in the bottom left corner.
    • Select Documents, then the Statements folder.
    • Select the PDF button for the statement you need.
    • Save the statement for the period you need as a PDF.
    Go to Wealthsimple Online Banking

  2. Upload it here

    Scans and phone photos work too.

  3. Download Excel, CSV, or QuickBooks and Xero CSV

    Check the rows against the statement, then export.

Sample result

Your Wealthsimple statement in Excel

Made-up sample rows, not a real statement.

sample-statement-2026-01.xlsx Jan 2026 · CAD
Sample bank statement rows with made-up data, amounts in CAD
Date Debit Credit Balance
2026-01-02 Salary - Example Employer Ltd 2,500.00 3,500.00
2026-01-05 Card payment - Sample Grocery Co 120.00 3,380.00
2026-01-09 Rent - Placeholder Properties 1,200.00 2,180.00
2026-01-14 Transfer from savings 300.00 2,480.00
2026-01-20 Utility bill - Demo Energy Co 80.00 2,400.00
2026-01-27 Card payment - Fictional Coffee Co 15.00 2,385.00

Statement notes

What to know about Wealthsimple statements

Look for the CSV button first

Each statement in Documents has a PDF button and a CSV button, and the Activity tab exports a CSV too. If you have access to the account, those files are the cleanest source. Converting makes sense when the PDF is what you were handed.

Paperless, monthly, from September 2023

Wealthsimple doesn't provide paper statements. Monthly statements are ready by the 8th business day of the following month, and chequing statements begin in September 2023. For earlier periods you'll need other records.

Activity statements have no balances

A custom activity statement lists transactions but no account balances, so there's nothing to check the rows against. For figures you need to reconcile, the regular monthly statements are the better source to convert.

Investment statements look different

TFSA, RRSP, cash and crypto accounts don't share one layout, and investment statements carry columns a bank statement lacks, such as symbol, quantity and price. The output is built around cash movements: dates, descriptions and signed amounts. Check that buys, sells and dividends have the sign you expect.

Output and review

From Wealthsimple PDF to your books

Accounting tip

Import chequing activity into QuickBooks Online or Xero as a bank statement CSV, using the ready-made layout for each. Sage Accounting also imports a CSV of bank transactions. Keep investment holdings in separate accounts rather than in the bank feed.

  • Checked before export

    Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.

  • Export formats

    Excel, CSV, JSON, or QuickBooks and Xero CSV.

    Files for QuickBooks Online

    Files for Xero

  • Private workspace

    HTTPS uploads, kept private until you ask support to delete them.

FAQ

Wealthsimple statement questions

Should I download Wealthsimple's CSV or convert the PDF?
If you can log in, start with the CSV, since it's provided directly. Convert the PDF when you've been given statements rather than access, or when you want the rows checked against the statement's balances for you.
How do Wealthsimple credit card statements convert?
The card statement date is the 5th, 15th or 25th, and CSV download only works on the web. On the statement, charges show as negative amounts and payments and refunds as positive ones, which matches how the converted file signs money out and money in.
Can I import converted Wealthsimple rows into QuickBooks or Xero?
Yes. Review the rows, then export a QuickBooks or Xero CSV.

Convert your Wealthsimple statement to Excel

Page 1 free, no sign-up to see it; just an email to download. The whole document is one payment: $9 up to 25 pages, priced by page count above that. No subscription.

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Canada

Next steps

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