How to download your Wise transactions

Step by step

1. Log in to your Wise account at wise.com.
2. Click 'Transactions' in the left-hand panel.
3. Click 'Filter' to open the filter pane.
4. Select your date range.
5. Check the currency checkbox for the currency you want to download (e.g. CAD, USD, GBP).
6. Important: Select only one currency at a time — Wise allows multiple selection, but PennySlice works with one currency per account.
7. Click Apply to filter.
8. Click the 'Download' button.
9. Select CSV and click Download.

Tips for Wise

• Wise shows all currencies under one Personal account — each currency is effectively a separate account.
• Download each currency separately and import into the matching PennySlice account (e.g. 'Wise CAD', 'Wise USD').
• Create a separate account in PennySlice for each Wise currency you use.