Wise Import

Overview

Import transaction data from Wise (formerly TransferWise) CSV statement exports. Handles multi-currency accounts, conversion fees, and international transfers. Maps Wise's transfer-centric format into Open Accountant transactions.

Wilson Tools Used

• transaction_search — check for existing Wise transactions to prevent duplicates
• categorize — assign categories to imported Wise transactions
• export_transactions — export reconciled Wise data

Column Mapping