Payment platform · Global (multi-currency)

Import Wise into Tally Assistant

Wise accounts offer statement downloads in CSV, Excel, and PDF for each balance.

Freelancers with international clients who hold or receive money in several currencies through Wise multi-currency accounts.

Quick Answer

Tally Assistant imports Wise statement CSVs per balance, keeping each transaction in its original currency and converting to your base currency at daily rates for reports. Conversion fees import as expenses. File-based import means no Wise account connection.

Best for

  • Freelancers with clients in several countries and multiple Wise balances
  • Anyone paid in EUR, GBP, or other currencies who wants one consistent report
  • People who want conversion fees visible instead of buried

Not ideal for

  • Freelancers who receive everything in one currency through their bank
  • Businesses needing a live Wise connection

Wise balances export separately per currency, and there is no automatic sync. Re-export whenever you want fresh data.

Get your Wise records

  1. 1Sign in to Wise and open the balance or account you want to export.
  2. 2Find the statement or download option, choose CSV or Excel, and set the date range.
  3. 3Save the file and upload it to Tally Assistant without editing it.

What happens after upload

  • Each transaction keeps its original currency, and reports convert everything to your base currency at the daily rate.
  • Conversion fees and transfer costs appear as their own rows and are categorized as expenses.
  • The file layout is detected automatically, including date formats and currency columns.

What to watch out for

  • Wise keeps separate balances per currency. Download each one you use; they import into the same workspace and stay distinct.
  • Money moved from Wise to your bank appears in both records. Categorize those rows as transfers to avoid counting income twice.
  • If you convert currency inside Wise, the fee row and the conversion appear separately in the statement.

Questions

How does multi-currency income show up in reports?

Every transaction keeps its original currency. Reports convert all amounts to your chosen base currency using daily exchange rates, so a USD client and a EUR client still produce one bottom line.

Are Wise conversion fees deductible expenses?

They import as expense transactions, so they are recorded whether or not they qualify as deductions. Your accountant can judge deductibility from the records.

Free plan, no credit card

Import 100 transactions a month for free. Wise and every other platform, any format, any language.

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