Import Wise into YNAB

Turn your Wise export into a file YNAB imports without a fuss. It takes a minute, and your file never leaves your device.

  1. Download your Wise export

    1. On wise.com, set the language to English (your name › Language and appearance).
    2. On Home, click See all next to Transactions.
    3. Use Filter to pick the dates (up to a year), then click Download and choose CSV.
    4. Don't use a balance statement from Statements and reports: it has another format.
    5. One file holds all your balances, each in its own currency; amounts are not converted.

  2. Drop it here and hit YNAB it!

    You can add several files at once, also from other banks. Each one becomes its own …_ynab.csv.

  3. Import it into YNAB

    In YNAB on the web, open the matching account, click Import and drop the file in. The columns match by themselves.

Wise to YNAB: questions

Is my Wise file uploaded anywhere?

No. ynabit converts it with JavaScript in your browser. There is no server that could receive it, and nothing is kept once you close the page.

What does the converted file look like?

A CSV with one row per transaction and the columns Date, Payee, Memo, Outflow and Inflow: dates as YYYY-MM-DD, a dot for decimals, and each amount in Outflow or Inflow, so YNAB maps the columns by itself.

My Wise file isn't recognised. What now?

Check that you downloaded the export described above, not a PDF or Excel file. Then pick Wise in the list next to the file: the error tells you what the converter expected. If it still fails, report it on GitHub with a few anonymised lines.

Can I convert several Wise files at once?

Yes. Drop several months, or files from other banks and cards, together. Each one becomes its own …_ynab.csv to import into the matching YNAB account.

Other banks and formats