Convert Wise statements to Excel, CSV or QBO

• Besides PDF, statements can be exported as CSV, XLSX, CAMT.053, MT940 and QIF, with JSON available through the API.

The header of the PDF names the account holder, gives the account and routing identifiers, and states the statement period together with its time zone, which is GMT, plus the date the statement was generated. The time zone is worth knowing if you reconcile against a ledger kept in another zone: a payment made late in the evening in New York can fall on the next calendar day in GMT.

Each transaction entry shows a description, an amount, the balance after it, a date and a transfer reference. The converter reads the amount as a single signed figure, with money out negative and money in positive, and dates written as a day, the month name and the year, such as 4 March 2025. The running balance lets every row be checked against the one above it.

Wise offers two PDF layouts. In one, every transaction is a single line. In the other, fees appear on separate lines. Only the first layout is covered for now. If your statement shows fees on their own lines, choose the one-line layout when you create the statement, or check the fee rows in the export carefully.

There is also a limit on length. A single statement can cover at most 365 days, so a two-year history means at least two statements per currency. Convert them one at a time and combine the results in your spreadsheet.

To create a statement on the web, open Statements and reports, choose Create a statement, and select the currency balance, the period, the language and the file format. In the app, open the balance you need, find the statements option, choose the period and pick PDF, CSV or XLSX. Either way, repeat it for each currency.

That list of formats is the main thing to know before converting anything. Wise exports CSV, XLSX, CAMT.053, MT940 and QIF itself, and offers JSON through its API. If you can still log in and the period is within reach, a native export is the simplest route. The converter is for the PDFs you already have: statements attached to a visa or rental application, files from a closed account, or a folder of PDFs a client sent instead of spreadsheets.

Wise is marked Beta on this site. The test replica was built from public descriptions of the layout, not from a real Wise statement, so it stays Beta until real files confirm it. Scanned or photographed statements are not supported.

Once the balance check passes, export Excel or CSV, or QBO or the Xero CSV layout. Keep one file per currency and import each into the matching bank account in your books.