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Wells Fargo

Convert your Wells Fargo statement to CSV or Excel

Upload your Wells Fargo statement and get a clean, structured spreadsheet in seconds.

Upload your Wells Fargo PDF PDF up to 20MB or 50 pages

First conversion free · No sign-up needed · PDF never stored

Balance-checked

Every conversion is reconciled against the statement's own printed totals.

Processed in memory

Your PDF is parsed and discarded. It is never written to disk.

Up to 50 pages

Handles multi-month statements up to 50 pages or 20MB per upload.

How it works

  1. STEP 1

    Upload the PDF

    Drop in the statement. Password-protected files are unlocked with the password you supply.

  2. STEP 2

    Rows are extracted

    Dates, descriptions, amounts and running balance are read into the seven standard columns.

  3. STEP 3

    Download the CSV

    Open it in Excel, Google Sheets, QuickBooks or Xero.

Built for the quirks of Wells Fargo statements

A Wells Fargo statement is a Combined Statement of Accounts, broken into per-account sections, each opening with an Activity summary and then a single Transaction history table headed Date, Description, Deposits/Credits, Withdrawals/Debits and Ending daily balance. Two things in that make converters stumble. The balance column is an ending daily balance, printed on the last row of each day rather than against every line, so row-by-row balance arithmetic does not apply cleanly. And cheques are listed twice: once in the transaction history and again in a separate Summary of checks written block that runs two sets of Number / Date / Amount columns side by side across the page, with an asterisk marking gaps in the cheque sequence. A converter reading that block left to right merges two unrelated cheques into one row.

What the output looks like

Seven standard columns VERIFIED
DateNarrationReferenceValue DateDebitCreditBalance
01/04/2025Opening balance01/04/202512,480.00
03/04/2025Card payment - groceryREF4482103/04/202564.2012,415.80
07/04/2025Salary creditREF4490307/04/20253,200.0015,615.80
12/04/2025Standing order - rentREF4501012/04/2025950.0014,665.80

Illustrative rows. Every conversion is checked so that opening + credits − debits = closing.

Your statement stays yours

Never stored

The PDF is processed in memory and discarded when the conversion finishes.

Proven, not guessed

Output is labelled VERIFIED, DISCREPANCY or FAILED so you know what you got.

30-day history

Past conversions are kept for 30 days and you can delete them at any time.

Scans handled

Scanned or photographed statements fall back to OCR automatically.

Questions

My Wells Fargo download only goes back 90 days. Can I get older data?

Wells Fargo's Download Account Activity defaults to the last 90 days, and for some account types up to 18 months is selectable. Beyond that you are in PDF territory: Wells Fargo keeps online statements for up to seven years for deposit accounts and about two years for credit cards. Those PDFs convert here.

Does this handle a Wells Fargo Combined Statement of Accounts with several accounts on it?

Yes. The statement is read section by section rather than as one long table, so checking, savings and line-of-credit activity stay separated instead of being concatenated into a single misleading ledger. Confirm the section headings in your output before you import it anywhere.

How do I know nothing was dropped?

Every conversion is balance-checked against the statement's own printed figures — the summary totals and, where the layout supports it, the balance chain. The result is labelled VERIFIED, DISCREPANCY or FAILED, and a DISCREPANCY points at where the numbers stop agreeing. Full walkthrough in the Wells Fargo statement to CSV guide.

Try it on your next statement

Your first conversion is free — no account needed. Pro is /month for high-volume, month-end work.

Convert your Wells Fargo statement

Prefer the long version? Read the full Wells Fargo statement to CSV guide, including Wells Fargo's own export options.

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