Convert any Wise (formerly TransferWise) account statement PDF into a clean Excel or CSV file instantly. Works with all Wise multi-currency balances — GBP, USD, EUR, AUD, INR, SGD, and 50+ more. No signup, no fees, no limits.
Log in to wise.com, go to your balance, tap Statements, choose the date range, and download PDF
Upload the PDF above — Wise PDFs are not password-protected, just upload and convert instantly
Get a clean .xlsx or .csv with Date, Description, Amount, and Balance — ready for tax or accounting
💡 Tip: Wise also offers CSV export directly from its own interface — go to Statements → CSV. This is useful for direct bookkeeping import. However, many users prefer to use our converter on the PDF for professional presentation of transaction history.
Wise (formerly TransferWise) is a global fintech company founded in 2011 in London, UK by Kristo Käärmann and Taavet Hinrikus. Listed on the London Stock Exchange (LSE: WISE) since 2021, Wise is regulated as an Electronic Money Institution (EMI) by the Financial Conduct Authority (FCA) in the UK and holds licenses in over 70 countries and territories, including MAS (Singapore), FinCEN (USA), ASIC (Australia), and others.
Wise serves over 16 million customers globally and processes over £9 billion in cross-border transactions monthly. Wise's flagship product is the Wise Multi-Currency Account (formerly the Borderless Account), which allows users to hold, send, receive, and spend money in over 40+ currencies using local bank account details (IBAN for EUR, sort code/account for GBP, routing/account for USD, BSB for AUD, etc.).
While Wise is not a bank in the traditional sense (it does not hold a banking licence), it is FCA-regulated and customer funds are safeguarded in ring-fenced accounts at major banks — not used for lending or investment, unlike traditional bank deposits. This is an important distinction relevant for visa and mortgage applications.
| Before → After Comparison | |
|---|---|
| Raw PDF (Wise Statement — GBP) | Clean Excel Output |
| 01 Jun 2026 Received from Upwork +£3,200.00 £4,810.00 | Date: 2026-06-01 Description: Received from Upwork Credit: £3,200.00 Balance: £4,810.00 |
| 09 Jun 2026 Wise card — Amazon UK -£84.99 £4,725.01 | Date: 2026-06-09 Description: Wise card — Amazon UK Debit: £84.99 Balance: £4,725.01 |
| 18 Jun 2026 Converted to USD -£2,000.00 £2,725.01 | Date: 2026-06-18 Description: Converted to USD Debit: £2,000.00 Balance: £2,725.01 |
Freelancers and self-employed individuals in the UK who receive income into Wise accounts use our converter to quickly total annual Wise income in GBP for HMRC SA103 self-assessment forms. Converting to Excel allows you to filter by transaction type, sum income by month, and identify deductible expenses paid through the Wise card.
US-based freelancers and contractors who receive client payments to their Wise USD account use our converter to reconcile Wise deposits with 1099-NEC forms, sum annual gross income for Schedule C, and verify that total deposits match reported income from clients.
Digital nomads who use Wise as their primary banking account across multiple countries use our Excel converter to compute annual income across all currency balances for tax filing in their country of tax residence — whether that's Germany, Australia, Canada, India, or the UK.
Business owners using Wise for invoicing and payroll convert monthly Wise statements to Excel or CSV for import into Xero, QuickBooks Online, FreeAgent, or Wave — reconciling business income and expenses without manual data entry.
Long-term Wise users applying for visas may include Wise statements alongside traditional bank statements to demonstrate financial activity. Always check specific embassy requirements, as some accept Wise only as a supplementary document rather than a primary bank statement.