Convert a Wise account statement PDF to Excel, categorized.
Upload a Wise balance statement PDF. Sortlumo extracts every transaction, normalizes the merchant, and categorizes it — useful when you're spending across several currencies.
- No bank linking
- PDFs never leave your account
- Cancel anytime
How to download a PDF statement from Wise.
Open Wise on web or mobile
Sign in at wise.com or open the app.
Go to Statements and reports
Click your initials in the top corner and select Statements and reports — or open a balance, tap the three dots, and choose the same option.
Pick the balance and period
Statements cover up to 365 days at a time, so longer histories need more than one download.
Download the PDF
Choose PDF as the format. You'll be asked for your Wise password to confirm.
Drop into Sortlumo
Drag the PDF into the upload zone. Categorized transactions in about ten seconds.
NoteWise issues a separate statement per currency balance. Upload each one and Sortlumo keeps them as distinct accounts, so a EUR balance and a USD balance don't get mixed into a single total.
Exactly what we extract from your Wise statement.
Every transaction line
Date, posted date, description, merchant, amount, and the running balance — all extracted, never re-typed.
Normalized merchants
SQ*TARTINE becomes Tartine Bakery. NETFLIX.COM 866-579 becomes Netflix. AMZN MKTP US becomes Amazon.
22 categories
Groceries, Dining, Transport, Fuel, Subscriptions, Utilities, Housing, Income, Transfers, Fees, and 12 more — applied consistently across every statement.
Subscription detection
Recurring monthly, quarterly, and annual charges flagged automatically with annualized cost so you can prioritize cancellations.
From categorized view to .xlsx, instantly.
Pick a date range, filter by category or merchant, and download the result as Excel. The export carries whatever categories are on your transactions, including any you changed by hand.
Wise statement questions, answered.
Does Sortlumo convert currencies for me?
No. Each balance is kept as its own account in its own currency, so totals stay accurate. Sortlumo won't invent an exchange rate to merge them.
Can I convert statements for several Wise balances at once?
Yes. Download a statement per balance and upload them together — up to 10 per batch — and each becomes its own account.
Does this work for Wise Business accounts?
Yes. Business balance statements use the same text-based layout as personal ones and parse identically.
Why can't I download more than a year at a time?
That's a Wise limit — statements cover a maximum of 365 days. Download consecutive periods and upload them together; Sortlumo merges them chronologically.
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New to this? Start with the three ways to convert a statement PDF to Excel or the export documentation. If your PDF is locked, see password-protected PDFs.
Drop in your first Wise PDF. See it categorized in under a minute.
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