Convert Wise statements to Excel or CSV
Wise already offers statements as PDF, XLSX, CSV, MT940, QIF or CAMT.053 on the web, so if you have the login, export the format you need directly. Conversion is for the PDFs that arrive without one: a client's statements, a tenant's referencing pack, or a year of freelance income someone needs in a spreadsheet.
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How to get your Wise statement into Excel
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Download the PDF statement from Wise online banking
- Log in to Wise on the web or in the Wise app.
- Click your initials in the top corner, then 'Statements and reports' and 'Statements'.
- Create a statement for the time period you need and choose PDF; each statement covers up to 365 days.
- Save the statement for the period you need as a PDF.
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Upload it here
Scans and phone photos work too.
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Download Excel, CSV, or QuickBooks and Xero CSV
Check the rows against the statement, then export.
Sample result
Your Wise statement in Excel
Made-up sample rows, not a real statement.
| Date | Description | Debit | Credit | Balance |
|---|---|---|---|---|
| 2026-01-02 Salary - Example Employer Ltd | Salary - Example Employer Ltd | 2,500.00 | 3,500.00 | |
| 2026-01-05 Card payment - Sample Grocery Co | Card payment - Sample Grocery Co | 120.00 | 3,380.00 | |
| 2026-01-09 Rent - Placeholder Properties | Rent - Placeholder Properties | 1,200.00 | 2,180.00 | |
| 2026-01-14 Transfer from savings | Transfer from savings | 300.00 | 2,480.00 | |
| 2026-01-20 Utility bill - Demo Energy Co | Utility bill - Demo Energy Co | 80.00 | 2,400.00 | |
| 2026-01-27 Card payment - Fictional Coffee Co | Card payment - Fictional Coffee Co | 15.00 | 2,385.00 |
Statement notes
What to know about Wise statements
365 days per statement
Each statement covers up to 365 days. Longer periods mean several statements, and the date ranges are picked by hand, so overlaps are common. Upload them together and duplicate or overlapping periods are flagged before you export.
Fees, separate or not
For accounting statements, Wise lets you tick a box to show fees separately, and there's a standalone statement of fees as well. If you're converting a PDF someone else downloaded, check whether fees sit inside the amounts or on their own lines before you post them.
Currency codes on amounts
Amounts can carry the currency code, as in -12.50 GBP. Pasted into Excel that's text, not a number. The converter reads the figure as a signed number so it can be totalled, which also means you must keep track of which currency each file is in.
Statements by currency or jar
Statements are downloaded per currency or jar. Treat each currency as its own bank account in your books and code moves between them as transfers, so pounds and euros never get added together in one total.
Output and review
From Wise PDF to your books
Accounting tip
With access to the account, Wise's own QIF or CSV export can go into Xero, Sage or FreeAgent, which all accept both formats. For PDFs you've been sent, the Xero-ready CSV goes into Xero and the three-column QuickBooks-ready file into QuickBooks Online.
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Checked before export
Opening balance plus transactions is checked against the closing balance. Duplicate or missing periods are flagged.
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Export formats
Excel, CSV, JSON, or QuickBooks and Xero CSV.
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Private workspace
HTTPS uploads, kept private until you ask support to delete them.
FAQ
Wise statement questions
Wise already offers CSV. Why convert a PDF?
Can I convert a Wise statement longer than a year?
Can I import converted Wise rows into QuickBooks or Xero?
Convert your Wise 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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