What to download
Use a statement export that includes date, transaction description, debit and credit columns or an amount column, and balance if available. CSV is usually easiest because the transaction columns are already structured. PDF works best when the statement text can be selected and copied.
Wio export path
Wio Business app: Account > Statements > Choose date range > Export PDF.
Available formats: PDF, with CSV available on some plans.
Bank interfaces change. Treat this as the path to look for, then use the nearest matching statement or export menu if your portal labels differ.
What is specific to Wio
Wio statements are usually well-structured PDFs. Transaction descriptions often include the merchant name and category, which makes auto-categorisation easier on the first upload.
Tip: Export by calendar month so the file maps cleanly to a single report.
Step-by-step
- Open Wio Business app.
- Navigate to the closest matching export path: Account > Statements > Choose date range > Export PDF.
- Choose a clean date range. Start with last month if this is your first upload.
- Download the file as PDF, with CSV available on some plans.
- Upload the file to Compass.
- Review the suggested categories, invoice gaps, and report summary before relying on the numbers.
Best first upload
Start with one month. That makes review faster and helps Compass learn recurring Wio merchants before you upload a longer period.
Common problems with Wio exports
- A scanned PDF instead of a text-based statement.
- Multiple accounts combined in one file.
- Missing transaction descriptions.
- Statement exports that hide debit and credit signs.
Want the first report without wrestling a spreadsheet?
Upload one bank statement. Compass categorises the transactions, flags invoice gaps, and gives you an owner-readable report in about ten minutes.
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