Banks / Wells Fargo
Convert a Wells Fargo statement to Excel or CSV, without uploading it.
Download the PDF statement from Wells Fargo, drop it here, and get every transaction as a spreadsheet, checked against the statement’s own balances. The file never leaves your computer.
Tested on a model of this layout. Checked on test statements built to Wells Fargo’s published layout. Not yet confirmed on a real Wells Fargo statement, so use the free preview to see how yours comes out.
Convert a statement
Private · runs on this deviceNo statement handy? · download the sample PDF · see the Excel it produces
Free: see every row and export the first 15. No account needed.
Nothing is uploaded. Everything happens in this tab.
Never uploaded
The PDF is opened by your browser, on your computer. There is no server for it to go to.
Nothing stored, nothing tracked
No account, no cookies, no analytics. Close the tab and your statement is gone.
Check it yourself
Turn off your Wi-Fi after the page loads and convert a statement. It still works, because nothing is sent.
Review before you export
Your transactions
Every row is shown. Edit any cell, flip a sign, or delete a row. Money out is negative.
| Date | Description | Amount | Balance | Account | Source | Page | Actions |
|---|
.qbo is the QuickBooks Web Connect file (one per account). .ofx opens in Xero, Quicken and most accounting software. The CSV has three columns: Date, Description, Amount.
How to convert a Wells Fargo statement
- Download the PDF. Sign in to Wells Fargo Online and open Statements and Documents. Checking and savings statements are available for several years.
- Drop it on the converter above. Several months at once is fine.
- Check the result. A green “Balances reconcile” badge means the rows add up to the balances printed on the statement.
- Download Excel, CSV, or the three-column file for QuickBooks and Xero.
What a Wells Fargo statement looks like
One Transaction history table: Date, Check Number, Description, Deposits/Additions, Withdrawals/Subtractions and Ending daily balance. Withdrawals are printed without a minus sign in their own column.
| Accounts covered | checking and savings accounts |
|---|---|
| Dates | Month and day (9/3). The year comes from the statement date at the top of the page. |
| In the export | Date as YYYY-MM-DD, description, signed amount (money out is negative), balance where printed, plus Bank and Account columns |
| Tested | Checked on test statements built to Wells Fargo’s published layout. Not yet confirmed on a real Wells Fargo statement, so use the free preview to see how yours comes out. |
Things to watch for on Wells Fargo statements
- The ending daily balance is printed only on the last transaction of each day. The converter carries the balance forward between those rows to check the arithmetic.
- Descriptions often wrap onto a second line with a card or reference number. The lines are joined.
- A Totals row closes the table. It is not a transaction.
Questions
Is my Wells Fargo statement uploaded?
No. The PDF is read inside your browser on your own computer. After the page has loaded you can switch off your internet connection and it still converts.
Where do I get the Wells Fargo statement PDF?
Sign in to Wells Fargo Online and open Statements and Documents. Checking and savings statements are available for several years. Menu names change from time to time; look for Statements or Documents. Use the PDF, not a screenshot or a photo.
Does it work with every Wells Fargo statement?
Checked on test statements built to Wells Fargo’s published layout. Not yet confirmed on a real Wells Fargo statement, so use the free preview to see how yours comes out. Layouts differ between account types and years. If yours comes out wrong, use “Looks wrong? Fix the columns”, or email us.
Can I import the result into QuickBooks or Xero?
Yes. Download the QuickBooks / Xero CSV, which has the three columns their bank import asks for: Date, Description, Amount.
Can I rely on the export for tax or accounting?
It converts the format and checks the totals against the statement. It is not accounting or tax advice, and a matching balance does not prove every row. Look the result over before it goes into the books.
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Statement Unpacker converts file formats and checks totals. It is not financial, accounting, tax or legal advice. Statement Unpacker is not affiliated with Wells Fargo.
Pricing
One price. No meter.
Try it on your own statement first: the full preview is free, so you know it reads your bank’s layout before you pay anything.
- Unlimited statements, pages and exports
- Merge statements from different banks and accounts into one sheet, with Bank and Account columns
- CSV, Excel and QuickBooks/Xero-ready CSV
- Your own licence key, good on 2 of your browsers
- 7-day refund if it doesn’t read your statements
$19 one-time
Get unlimited exportsYour licence key arrives on the receipt and by email. Paste it below.