Statement guidesWise

Import your Wise statements

Which Wise export to choose, what Finium reads it as, and what to watch for.

What Finium reads

Upload a csv, txt, pdf, png or jpeg. A spreadsheet export is the quickest and most exact route, and a PDF works too.

Worth knowing

Wise statements are per currency. A GBP export contains the GBP balance only, so a multi-currency account needs one export per currency you want Finium to see.

Each currency arrives as its own account, which is what you want: mixing currencies into one account would make every total meaningless.

A Wise export carries twenty-three columns, most of which are about currency conversion. Finium reads the ones that describe the transaction and keeps the rest with the row rather than discarding them.