How do you convert a Wise statement to CSV or Excel?

By Kayabyte · Last updated 11 November 2026

Download the CSV or Excel statement from Wise itself: Wise’s help centre says statements can be downloaded as PDF, XLSX (Excel) or CSV, and on the web also as MT940, QIF or CAMT.053 (checked 11 November 2026). A PDF is only worth converting when that PDF is all you have, for example one an accountant, a landlord or a former colleague sent you. We are not affiliated with Wise, and their menus change.

1. Try Wise’s own download first

According to Wise’s help article “How do I download a statement?” (checked 11 November 2026):

In the app, open a currency or jar, tap the three dots, then Statements and reports. From the home screen you can also tap your initials, then Statements and reports, then Statements.
The app offers PDF, CSV and XLSX; the website also lists MT940, QIF and CAMT.053 as accounting exports.
A statement covers up to 365 days at a time, so a longer period means several downloads.
Statements only include transactions made through Wise currency accounts. For other activity, the article points to a transfer list on the Transactions page.
Wise asks for your password to confirm a download.

If CSV is available to you, use it. No conversion is needed, and you can open it in Excel or import it into your accounting software. The article is the source for the menu names; check them in your own account, since labels change.

2. When you only have the PDF

Copying a table out of a PDF splits long descriptions over two lines and repeats header rows on every page. Before you trust any conversion, compare it with the statement: opening balance plus the transactions should equal the closing balance. If it does not, a row, a page or a sign is wrong.

Things that commonly go wrong with a statement for an account that holds several currencies:

Each currency has its own statement and its own balance. Convert and check them one at a time.
Dates such as 03/04/2026 can be read two ways. Check the first rows.
Fees and conversions can appear as separate lines. Read a few against the PDF.

3. Where Balanced helps

Balanced is a Mac app we make. It reads text PDFs and scanned PDFs on your Mac, with nothing uploaded and no AI guessing, shows a preview table, and runs a totals check: opening balance plus transactions equals closing balance. If the check fails it shows the difference and the rows involved. Export CSV, Excel, OFX, QFX, QBO, QIF, a YNAB file, a Xero file or others.

We have not tested every Wise layout, and results depend on how the PDF is laid out, so open your own statement in the free version first. The free version reads and checks everything and exports the first 5 transactions per file. Balanced Pro is USD 59 per year or USD 7.99 per month, up to 3 Macs. Password-protected PDFs must be unlocked first.

Steps with Balanced

Put the Wise PDF statement (one currency per file) on your Mac.
Open Balanced and drag the PDF in, or use Add Files (Cmd-O).
Check the column roles in the preview: date, description, debit, credit or amount, balance. Fix a role if a column is labelled wrongly.
Read the totals check at the top. If it does not match, check the rows it points to against the PDF; a wrong sign gives a difference of twice the amount.
Export CSV or Excel, or the import format your software wants.

Download Balanced and test your own statement.

Questions

Can Wise export a statement as CSV? Yes. Wise’s help centre lists CSV, XLSX and PDF for statements in the app, and more formats on the web (checked 11 November 2026).

Does Balanced sync with Wise? No. It reads the files you give it and writes import files. It does not log in to Wise or any bank.

Will it handle several currencies in one file? Convert one currency statement per file and check each against its own balance. We have not verified how every multi-currency layout reads, so test your own file.

Can I import the result into Xero or QuickBooks? Export in the matching format and import it with that program’s own import option. See Import a PDF bank statement into Xero.

Wise is a trademark of its owner. Balanced is made by Kayabyte and is not affiliated with or endorsed by Wise.