v5

latestOpenAPI 3.1.02026-07-262421791.5 MB

balance-statement

Get Balance Statement

Retrieve a statement for the specified balance account.

The response format depends on the URL path:

statement.json - JSON format
statement.csv - CSV format
statement.pdf - PDF format (includes Wise branding)
statement.xlsx - Excel format
statement.xml - CAMT.053 XML format
statement.mt940 - MT940 format
statement.qif - QIF format

The period between intervalStart and intervalEnd cannot exceed 469 days (around 1 year 3 months).

{% admonition type="warning" %} This endpoint is SCA protected when it applies. If your profile is registered within the UK and/or EEA, SCA most likely applies to you. The additional authentication is only required once every 90 days, viewing the statement on the website or in the mobile app counts towards that as well.

Learn more {% /admonition %}

get/v1/profiles/{profileId}/balance-statements/{balanceId}/statement.json

Path parameters

profileIdinteger required

The profile ID.

balanceIdinteger required

The balance ID to get the statement for.

Query parameters

currencystring required

Currency of the balance statement requested (ISO 4217 Alphabetic Code).

intervalStartstring date-time required

Statement start time in UTC.

intervalEndstring date-time required

Statement end time in UTC.

type'COMPACT' | 'FLAT'

Statement type:

COMPACT - Single statement line per transaction
FLAT - Accounting statements where transaction fees are on a separate line

statementLocalestring

Language for the statement. Supports 2 character language codes.

Headers

X-External-Correlation-Idstring uuid

Optional UUID for correlating requests across systems. If provided, Wise echoes it back in the response. Maximum 36 characters. Learn more.

Response

OK - Successfully retrieved balance statement.

bankDetailsobject nullable

Local bank details for the account.

Example response

{
  "accountHolder": {
    "type": "PERSONAL",
    "address": {
      "addressFirstLine": "Veerenni 24",
      "city": "Tallinn",
      "postCode": "12112",
      "countryName": "Estonia"
    },
    "firstName": "Oliver",
    "lastName": "Wilson"
  },
  "issuer": {
    "name": "TransferWise Ltd.",
    "firstLine": "56 Shoreditch High Street",
    "city": "London",
    "postCode": "E1 6JJ",
    "country": "United Kingdom"
  },
  "transactions": [
    {
      "type": "DEBIT",
      "date": "2018-04-30T08:47:05.832Z",
      "amount": {
        "value": -7.76,
        "currency": "EUR"
      },
      "totalFees": {
        "value": 0.04,
        "currency": "EUR"
      },
      "details": {
        "type": "CARD",
        "description": "Card transaction of 6.80 GBP issued by Tfl.gov.uk/cp TFL TRAVEL CH",
        "amount": {
          "value": 6.8,
          "currency": "GBP"
        },
        "senderName": "HEIN LAURI",
        "senderAccount": "EE76 1700 0170 0049 6704",
        "paymentReference": "SVWZ+topup card",
        "category": "Transportation Suburban and Loca",
        "merchant": {
          "name": "Tfl.gov.uk/cp",
          "postCode": "SW1H 0TL",
          "city": "TFL TRAVEL CH",
          "country": "GB",
          "category": "Transportation Suburban and Loca"
        },
        "sourceAmount": {
          "value": 8.69,
          "currency": "GBP"
        },
        "targetAmount": {
          "value": 9.94,
          "currency": "EUR"
        },
        "fee": {
          "value": 0.03,
          "currency": "GBP"
        },
        "rate": 1.147806
      },
      "exchangeDetails": {
        "forAmount": {
          "value": 6.8,
          "currency": "GBP"
        }
      },
      "runningBalance": {
        "value": 16.01,
        "currency": "EUR"
      },
      "referenceNumber": "CARD-249281"
    }
  ],
  "endOfStatementBalance": {
    "value": 9.94,
    "currency": "EUR"
  },
  "query": {
    "intervalStart": "2018-03-01T00:00:00Z",
    "intervalEnd": "2018-04-30T23:59:59.999Z",
    "currency": "EUR",
    "accountId": 64
  }
}