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Convert your Wise statement to Excel

Wise, based in London, United Kingdom, delivers account statements as PDFs through its online banking portal. Upload the statement PDF below and download an Excel (.xlsx) workbook — extracted, normalized and reconciled first.

Drag & drop statement PDFs hereor tap to choose files — multiple PDFs for batch mode

Privacy: uploaded files and generated exports are stored only briefly to complete your download and are automatically deleted within 15 minutes. Files are never used for any other purpose.

Wise statements to Excel: what you get

This export rebuilds the Wise statement as an Excel workbook: clean columns, consistent date format, signed amounts, and a summary of the reconciliation check at the top, so whoever opens the file can see both the data and that it was verified.

The main use is catch-up bookkeeping, where a year of statements needs sorting before import. Statements from United Kingdom banks print dates as day/month/year — 03/04/2026 means 3 April 2026 and amounts with a comma for thousands and a point for decimals (1,234.56) — the converter's locale-aware reader handles that layout, and then the reconciliation check proves the result: the extracted transactions must add up to the balances printed on the statement itself, or the conversion is flagged.

Reconciliation is what separates conversion from copying. Once the Wise transactions are extracted, the converter replays them: opening balance plus each row in turn must reproduce every printed running balance and land exactly on the closing figure. Passing both checks is the only route to a reconciled result; there is no partial pass and no silent correction. What cannot be proven is labelled, never smoothed over.

Read a Wise statement as three zones. The header zone names the account and the period — check those first, because a wrong-period PDF converts beautifully and reconciles against the wrong month. The middle zone is the transaction list itself. In a sectioned layout — deposits, then withdrawals, then fees — compare section totals first. Knowing which layout you hold tells you where to look before the marked rows even load.

In United Kingdom, bookkeepers commonly work in Xero, Sage, QuickBooks and FreeAgent; the Excel and CSV exports from this converter are the files those tools import, and the Xero export is laid out for direct import where the tool accepts it.

Working from Wise statements as a bookkeeper

Ask clients for the issued PDFs rather than portal screenshots or spreadsheet exports. The PDF is the only version that carries the balances the check needs, and a folder of monthly PDFs plus their conversion results is an audit trail that assembles itself.

Before you use the file

Before building workings on the workbook, glance at the summary block: it records the period, the opening and closing balances and the check result. If a month is flagged, resolve the marked rows in the sheet itself only after comparing them with the PDF — the PDF is the source document, and the workbook should end up agreeing with it, not the other way round.

How to download a statement PDF from Wise

  1. Sign in and open the right account. Open the Wise app or website and sign in. Statement PDFs sit behind the login — there is no public download.
  2. Go to the account, then its documents. Look for Statements, Documents, Mailbox or eStatements in the account menu; the label differs by bank and changes over time.
  3. Work month by month. Pick the month (or months) you need. For catch-up bookkeeping, download each month as its own PDF.
  4. Download or print to PDF. Do not annotate, merge or reprint the file before converting — the reader works best on the document exactly as issued.
  5. Upload and verify. Drop the file into the converter above. Batch mode accepts the whole set of periods in one upload.

These are the general steps most banks follow for statement downloads; exact menu labels vary by bank and change over time.

Tip: a statement that covers a partial period (account opened or closed mid-month) still converts and reconciles; its balances simply anchor a shorter chain.

Questions and answers

How do I convert a Wise statement to Excel?

Save the statement as a PDF from Wise online banking, add it to the converter above, and take the an Excel (.xlsx) workbook it produces. Extraction, column normalization and the reconciliation check all happen before the download is offered.

What date and number formats do Wise statements use?

Expect day/month/year — 03/04/2026 means 3 April 2026 dates and amounts with a comma for thousands and a point for decimals (1,234.56) on a Wise statement. The reader is locale-aware, so those conventions are handled rather than misread, and the output columns come out in the standard layout regardless.

What does the reconciliation check do?

Where the statement prints opening and closing (or running) balances, the converter adds up the extracted transactions and compares the result with the statement itself. If the numbers do not tie, the conversion is flagged and the mismatched rows are marked — a failed check is never shown as a success.

What if Wise only offers paper statements?

Scan the statement as flat and straight as you can and upload the scan. OCR reads it, and the reconciliation check verifies the read against the printed balances; rows it cannot verify are flagged for a manual look.

How far back can I get Wise statements?

That depends on the bank's portal — most keep at least a year of PDFs online, and older periods can usually be requested. However far back you go, download each period as its own PDF.

Is the converted file ready to import into my accounting software?

The QuickBooks and Xero exports are laid out in the column order those tools import. The plain CSV and Excel exports suit everything else, including spreadsheet review before import.

My Wise statement has a running balance column. Is it used?

Yes — it is one of the strongest checks available. The converter walks the extracted amounts against the printed running balance row by row, so a single dropped or duplicated transaction is pinpointed instead of merely suspected.

What if two Wise statements cover overlapping days?

Convert them separately and import only one version of the overlap. Banks occasionally reissue a corrected statement for a period; the later issue supersedes the earlier, and importing both would double the shared days.

Are my statement files kept?

No. Uploaded files and generated exports are stored only briefly to complete the download and are automatically deleted within 15 minutes.

Other formats for Wise statements

Wise statement to CSV

Convert the same Wise statement PDF to CSV instead.

Wise statement to OFX

Convert the same Wise statement PDF to OFX instead.

Wise statement to Xero

Convert the same Wise statement PDF to Xero instead.

Back to the Wise statement converter hub or the United Kingdom bank directory. Other United Kingdom banks: Barclays statement to Excel · HSBC UK statement to Excel · Lloyds Bank statement to Excel · NatWest statement to Excel

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