How to Upload Your Wise Statement to Monavio
Follow these steps to download your Wise (United Kingdom) statement and upload the PDF to Monavio. Monavio reads PDF statements.
Step-by-Step Guide
- 1
Select the currency balance → three dots → “Statements and reports” → choose the document type → confirm with your Wise password.
- 2
Or select your initials → “Statements and reports” → “Statements”.
- 3
Upload your statement to Monavio as a PDF.
Tips & Common Issues
- ✓ Each statement covers up to 365 days and is for a single currency balance.
- ✓ On the web, formats are PDF, XLSX (Excel), CSV, MT940, QIF and CAMT.053. In the app, formats are PDF, CSV and XLSX.
Frequently Asked Questions
How do I download a Wise statement?
Select the currency balance → three dots → “Statements and reports” → choose the document type → confirm with your Wise password. Or select your initials → “Statements and reports” → “Statements”.
What periods and formats are available?
Each statement covers up to 365 days and is for a single currency balance. On the web, formats are PDF, XLSX (Excel), CSV, MT940, QIF and CAMT.053. In the app, formats are PDF, CSV and XLSX.
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