How to download your Wise transactions

1Download your Wise transactions

Web and app From online banking or the app, follow this path:

1. Statements and reports
2. Statements
3. Create a statement
4. CSV
5. Save the file to your computer or phone.

• One statement is generated per currency. If you hold more than one currency, download each statement and import it into the matching Calers account.
• Each statement can cover up to 12 months: for longer periods, create more than one.

2Import it into Calers

1. In Calers, open Import data and choose the file you’ve just downloaded.
2. In field mapping, check which column is the date, the amount and the description, and choose the account the transactions should go to.
3. Import: your transactions are ready to categorise and to show up in your reports.

Banks change their menus often: if you can’t find an option, look for similar names (“Export”, “Download”, “Transactions”) or check your bank’s help pages. Bank names are trademarks of their owners, who are not affiliated with Calers.