THE MONTH-END FIELD GUIDE
Wise statement CSV explained
A Wise balance statement describes money moving through a currency balance. Treat incoming amounts as account movements until the source documents establish what they represent.
Try four sample files, inspect the source rows and download a summary. No signup required.
Try the free reconciliation tool →1. Export a balance statement
In Wise, select the currency balance and download a statement for the required date range in CSV format. Use the balance statement rather than a transfer-history list. Include dates, amounts, currency, fees and running balance where available.
2. Keep each currency separate
PayoutLens preserves currency and uses integer minor units. It does not combine USD, EUR, JPY or other balances into one revenue total. Home-currency conversion is not included in this release.
3. Check the running balance
Where the CSV includes a balance, compare the previous running balance plus the current amount with the new balance. An inconsistency may indicate a missing row, a truncated file or unexpected ordering. Inspect the original statement before deciding the cause.
4. Review any transfer match
Wise movements are not automatically revenue. Proposed matches to external bank deposits need review because both files may represent different account legs. Match only when amount, currency, dates and references support the same transfer.
Export reference: Wise: download a statement. Checked October 31, 2026. Provider menus may change.
Not accounting or tax advice. Your accountant decides how transactions should be recorded.
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