1. Log in to the WISE platform
Open the WISE website and sign in using the credentials linked to your business account.
2. On the main page, click on the balance you want to view
Under the “Balances” ("Egyenlegek") section, you will see all currencies for which you hold an account. Select the one you’d like to download the history for.
3. Go to the Statements section
After clicking on the selected balance, you will be taken to the page shown in the image. On this page, click on the “Statement and Reports” ("Kivonatok és Kimutatások") option.
Choose the "Statement" (Kivonatok) option.
4. Set the details for the statement you want to download
Configure the fields highlighted in green in the screenshot to generate the required statement:
Date range (Dátum): Select the period you want to download (e.g., 1 Jan 2026 – 31 Jan 2026). Please always select a full calendar month.
Currencies (Pénznemek): Choose the currency (or currencies) for which you would like to download statements. You may select multiple currencies at once. By choosing Select all (Az összes kiválasztása), you can download statements for all active balances at once. If you do, Wise will download the statements as a ZIP file.
Choose file format (Válassz formátumot): Select PDF and XLSX or CSV — accounting requires both. This means you will need to download two files for the same period from the same account.
Statement language (Milyen nyelvű legyen a kivonat?): Select the appropriate language (usually Hungarian).
Additionally, make sure to tick the following options:
“Show transactions with fees displayed separately.” ("Tranzakciók megjelenítése külön megjelenített díjakkal.")
“Stamp and sign the document...” ("A dokumentum legyen lepecsételve és aláírva...")
Once all settings have been configured, click the green Create (Létrehozás) button.
5. Downloading a Savings Jar statement
If you need a statement for your Savings Jar (Persely), the process is very similar.
From the Home (Főoldal) page, click Savings (Megtakarítások), then select Statements & Reports (Kivonatok és kimutatások).
Currencies (Pénznemek): when downloading a Savings Jar statement, the currency selector will also display the currencies held in your Savings Jar.
When configuring the download settings, make sure to select the currency of your Savings Jar (Megtakarítás).
6. Downloading the statement
Once all settings have been configured correctly, click Download statement (Kivonat letöltése).
If Wise asks you to enter your password after clicking Download statement, enter the same password you use to sign in to your Wise account.
Important information:
File formats: To ensure your accountant can use the data you download, make sure to select both PDF and XLSX or CSV formats.
Sending the files: Send the downloaded files to the alias email address you normally use for submitting accounting documents.
Security: Always handle your banking data securely and send it only to trusted recipients.