Wells Fargo statement to Excel
Turn the transaction history of a Wells Fargo statement into a spreadsheet. Deposits and withdrawals become one Amount column, with a check against the balances.
Check the table. If a column is wrong, change its type in the header: the spreadsheet is made from what you see.
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How to do it
- Sign in at wellsfargo.com or in the app, open the account and go to Statements & Documents. Download the statement as a PDF.
- Choose the PDF here. Every page is read, including descriptions that run over two lines.
- Look at the check line: if the balances add up, no transaction is missing or extra.
- Click "Download Excel" or "Download CSV".
Tips
- Wells Fargo prints deposits and withdrawals in two columns and the balance only at the end of each day. Both columns are joined into one Amount column with the right sign.
- Check numbers stay in the description, so you can still find a check by its number.
- Checked on sample statements laid out like a Wells Fargo checking statement: every transaction was read and the balances added up.
Questions
Some rows have no balance. Is that a problem?
No. Wells Fargo shows the ending daily balance only on the last transaction of each day. The check uses the balances that are there and the beginning and ending balance of the statement.
Is my statement uploaded anywhere?
No. Your browser reads the PDF and makes the Excel file on your device. Nothing is sent to a server, there is no account to create and no page limit.
What if the balance check fails?
The table marks the rows where the balance chain breaks. Usually one column was read the wrong way: change its type in the table header, or the Amounts setting for a card, and the check runs again.
Does it work with a scanned or photographed Wells Fargo statement?
No. It needs the digital PDF you download from online banking, which has the text inside. A scan or a photo is only a picture.