Convert Wells Fargo Statement to Excel, CSV, or OFX

Log into your Wells Fargo online banking, go to "Documents" or "Statements" section, then download the desired statement as PDF.

Wells Fargo layouts can vary by account type, statement period, and document quality. Process a representative file first, then compare dates, signs, row count, and balances with the source before using the export downstream.

Transfers are encrypted with TLS 1.3. Source PDFs are deleted after processing. Exception: source PDFs for multi-table extractions by signed-in users may be retained for up to 7 days for quality review. We do not ask for or store your banking credentials.

Yes. Signed-in uploads support up to 15 files and 100 pages in total, with a 50 MB limit per file. Each standard page uses 1 credit (5 on signup, then 5/month).

Wells Fargo statements use separate Deposits/Credits and Withdrawals/Debits columns. The converter reads both and produces a clean output where you can keep them as two columns or work with a single signed Amount column, with deposits positive and withdrawals negative.

Wells Fargo prints an Ending daily balance only on days that have at least one transaction, so days with multiple transactions show the balance once at the end of the day. The converter preserves the balance exactly as printed rather than guessing a value for every row.

Yes. Wells Fargo organizes activity into sections such as electronic deposits, electronic withdrawals, checks, and fees. The converter captures every section and tags each row with its date so you can re-sort the CSV or Excel file into a single chronological list.