How to Export Your Wise Statement as PDF or CSV
To export a Wise statement, open the Wise app or web app, go to the currency balance you want, open Statements or Balance statement, choose a date range, then download it as a PDF or CSV. Wise was formerly known as TransferWise, so older menus may still use that name.
PDF or CSV: which one do you need?
Wise gives you two different exports, and the right one depends on what the file is for.
- PDF statement is the official, formatted document. It carries your name, account details and the Wise header, so it is the version to send when someone needs proof: a visa application, a landlord, a mortgage broker or an accountant who wants a clean record. Wise usually lets you pick a balance statement or a transaction statement.
- CSV export is the raw data, one row per transaction. It is not meant as proof, but it is far better for analysis because every payment, date, amount and fee sits in its own cell that you, a spreadsheet or a tool can read.
A simple rule: if a human needs to look at it, export PDF. If software needs to read it, export CSV.
This is only an estimate. Upload your statement to find your real number.
Export a statement in the Wise app
This is the quickest route on your phone. Menu names shift between app versions and regions, so treat the labels below as a guide rather than exact text.
- Open the Wise app and tap the currency balance you want to export from your home screen.
- Tap the three dots or the Manage menu, then choose Statements or Balance statement.
- Confirm the currency balance you are exporting.
- Choose a date range. For a full picture, pick the widest range available.
- Pick the format: PDF for an official document or CSV for raw, analysable data.
- Tap to download or generate the file.
- The statement is either saved to your device or sent to the email on your account. Check your inbox if it does not appear straight away.
Export from the Wise web app
If you prefer a larger screen, the browser version works the same way and is handy when you need to attach the file to an email right away.
- Sign in at the Wise website on a computer.
- Open the currency balance you want from your dashboard.
- Look for Statements, Balance statement or Download statement in the balance menu.
- Choose the currency balance, the date range and the format, PDF or CSV.
- Generate and download the file to your computer.
The multi-currency catch
Wise is built around separate currency balances, and this is where exports trip people up. Each currency balance is treated on its own, so a statement usually covers one currency at a time. If you hold euros, pounds and dollars, you may need to run the export once per balance to capture everything.
The same applies to your Jar and Assets balances. Money you have set aside in a Jar or invested through Wise often exports separately from your spendable balance, so check that the file actually contains the transactions you expected. If a payment is missing, it is probably sitting in a different currency balance, a Jar or an Assets holding that needs its own export.
Why people export a Wise statement
There are a handful of common reasons this file is needed:
- Visa or immigration applications that ask for several months of history as proof of funds.
- An accountant or tax return, where the CSV version saves hours of manual typing.
- A mortgage or loan, where the lender wants to see your income and outgoings.
- Understanding your own spending and FX fees, which is where the data export really earns its place, since Wise charges per conversion and those costs add up quietly.
What to do with the file once you have it
That last reason is the interesting one. Once you have a Wise CSV or PDF in hand, you are holding a complete record of where your money went. The hard part is reading it, because forgotten subscriptions, creeping FX fees and small recurring charges hide easily in a long list of transactions across several currencies.
This is exactly what VESTELON FLOW is built for. It reads that one exported file and lists every recurring charge, subscription and fee it can find, so you can see what is quietly leaving your account each month. There is no bank login and no connection to your account; you simply hand over the statement you already exported. Your first report is free, which makes it an easy next step after you download the file.
Common questions
Can I export both PDF and CSV from Wise?
Yes. They are separate exports, so you can generate each one for the same balance and date range. Many people keep the PDF for proof and use the CSV for analysis.
How far back can my Wise statement go?
You can usually select a custom date range covering your full balance history. If you need a long period, pick the widest range the app offers, and remember each currency balance, Jar and Assets holding may export separately.
Where does the exported statement go?
Depending on your app version it is saved to your device or emailed to the address linked to your account. If it does not download immediately, check your email, including the spam folder.
Upload one bank statement. FLOW shows exactly where your money leaks today, what it is worth once you redirect it, and the year it could set you free. Not another tracker: a plan you can act on.
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