Wise · Excel
Convert your Wise statement PDF to an Excel spreadsheet
Get a Wise statement into Excel with dates you can sort and amounts you can total. Your statement never leaves your computer.
Beta Not yet tested on real Wise statements. What that means
or drop it here
Read in this browser. Your file is never uploaded.
Rows wrong or missing?
Send us the shape of this statement, not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Date | Description | Paid in | Paid out | Balance |
|---|
Send us the shape of , not its contents. The report below is made in this browser. It keeps where text sits, dates and column headings. Every name, amount, reference and account number is replaced with x and 1, as you can see. Nothing is sent until you send it.
Then email the report to support@statementtocsv.co.uk and say which bank it is from. We’ll add the layout and let you know.
| Check | Result | What we found |
|---|
Statements
| Period | File | Opening | Closing | Rows | Used as |
|---|
| Date | Description | Paid in | Paid out | Balance | From |
|---|
Works with text PDFs that have Date, Description, Paid in / Paid out (or Amount) and Balance columns. Scanned or photographed statements are not supported yet. The samples are fictional test data.
If you are paid from abroad, or pay suppliers abroad, through Wise, a GBP statement in Excel shows exactly what arrived in pounds and what each payment cost, which is what your accountant needs.
Wise’s own download, or the PDF statement?
Wise can generate statements in spreadsheet-friendly formats itself. If you have access to the account, that may be the easiest route. Convert the PDF when you have been sent Wise PDF statements, or want the balance and whole-year checks.
Wise PDF statement to Excel, step by step
- Save the statement PDFGet it from Wise. The Wise statement to CSV page describes where to find it.
- Convert it aboveChoose the file and wait for the balance check. As Wise is in beta, look for “Verified” before you use the result.
- Download the CSV for ExcelIt has Date, Description, Paid in, Paid out and Balance columns.
- Open and save in ExcelDouble-click the file, then save it as an Excel workbook (.xlsx) before adding formulas.
Working with Wise transactions in Excel
- Fees for the year. Filter the description for “fee” and total them as an expense.
- Money received from abroad. Filter Paid in for conversions into GBP to list foreign income in pounds.
- Separate conversions. Label currency conversion rows so they aren’t counted as income or spending.
Support status: beta
StatementToCSV reads statements by their columns, not with a fixed template for each bank, so some Wise statements may already convert. But we haven’t yet tested a real Wise statement, so we don’t claim support. Verified means every extracted row adds up to the balances printed on the statement. If you don’t see Verified, the converter shows you where the balances stopped adding up.
StatementToCSV is independent and not affiliated with or endorsed by Wise. The name is used only to describe the statements the converter reads.
Questions people ask
How do I get a Wise statement into Excel?
Download a GBP PDF statement from Wise, convert it here and click “Download CSV for Excel”.
Should I use Wise’s own export?
If you can generate it yourself, it’s a good option. Convert the PDF when that’s what you have, or when you want the checks.
Is Wise fully supported?
Not yet; it is in beta until real statements have been tested.