Are you struggling to keep track of your international payments? You're not alone. Many business owners find managing cross-border transactions challenging. Complex statements and manual data entry consume valuable time. But what if there was a simple way to organize all your Wise (formerly TransferWise) transactions? Here's a simple guide to retrieve your Wise transactions, making your accounting easier and more accurate.1. Log in to your Wise accountLog in to your Wise account (via desktop or app). Your dashboard will show an overview.

2. Go to your Statements

Look for the "Statements" or "Activity" section. Here you'll find your complete transaction history. This is usually in the main menu or under a specific balance (e.g., USD balance, EUR balance).

3. Select the desired account and period

Choose the currency for which you need data (e.g., your USD account if you need USD data). Then select the dates for the transactions you want to export. Usually, you can choose custom dates, monthly, or annual reports.

4. Choose your export format

Wise offers various export formats. For your accounting, these are the most commonly used: Click the "Download" or "Generate statement" button. The file will then be downloaded to your device.

• CSV (Comma Separated Values): Ideal for use in Excel or Google Sheets. You get raw data that you can edit yourself.
• PDF: Useful as a visual overview or for adding to your records, but less suitable for importing data.
• XLS (Excel): Opens directly in Excel and is often already well-formatted.
• QIF (Quicken Interchange Format) or OFX (Open Financial Exchange): Specifically designed for direct import into many accounting software programs.

5. Download your statement

Click the "Download" or "Generate statement" button. The file will then be downloaded to your device.

6. Import it into your accounting software

Then use the downloaded file and import it into your Yuki account. Import your document into the "uitzoeken yuki" folder.

7. Process and review your transactions

Once the file is imported, review and process the transactions. Link them to existing invoices or expenses. Properly categorize any unassigned transactions. This step ensures all your records are accurate. Organizing your Wise transactions is easier than you think. By following these steps, you'll transform a potentially complicated task into a quick, routine action. This frees up more time for you to do what you do best: grow your business.