StatementCheap

Convert Wells Fargo statements to Excel, CSV and QuickBooks

Upload a Wells Fargo PDF statement and get every transaction in a spreadsheet, checked against the statement's balances.

Drop PDF statements here

or choose files. Any bank, any country. Scanned PDFs work too.

5 free pages every day. No sign-up.

🔒 Read on Cloudflare's network · files never stored · never used to train AI

Updated · By the StatementCheap team

How to download your Wells Fargo statement as a PDF

Sign in to Wells Fargo Online and go to "Statements & documents", then select the account and the time period you need. Statements open as PDFs you can download. In the Wells Fargo app, open the account and look for its statements and documents.

Can Wells Fargo export Excel or CSV directly?

In Wells Fargo Online, "Download Account Activity" is under the Accounts tab. Wells Fargo's help lists a "Comma Delimited (ASCII, Spreadsheet)" option and Quicken Web Connect, and its business pages describe a "QuickBooks (Web Connect)" option. The download covers the last 90 days by default, and for certain accounts up to 18 months if you choose the time frame. Each account downloads as a separate file. Statements go back much further, up to 7 years for deposit accounts, so use the PDF for older months or when you need the official balances the converter checks against.

What a Wells Fargo statement looks like

Wells Fargo's deposit account agreement says checking accounts get a monthly statement, while savings accounts generally get a quarterly one unless they have automatic transfers in, electronic transfer activity, or share a combined statement with checking. Its fee schedule says what your statement covers doesn't always match a calendar month, and the help center points to a "Monthly Service Fee Summary" section on checking statements. Prime Checking and Premier Checking statements have no fee summary; they show linked accounts in detail or in summary. Statements list posted transactions only, not pending ones, and include check images only if you enroll in the check image service.

Tips for converting Wells Fargo statements

How far back you can go depends on the account. Wells Fargo lists 7 years for deposit accounts, 2 years for credit cards and personal loans or lines, and 12 months for auto loans. Personal and business account statements are both in the same place and convert the same way.

What you get

  • Excel with real dates and numbers you can sort, filter and total, plus a summary sheet.
  • QuickBooks: a .qbo Web Connect file or the 3-column CSV for bank uploads. See PDF to QBO.
  • Xero CSV, OFX/QFX for Quicken and other tools, or plain CSV.
  • A reconciliation check: opening balance + money in − money out = closing balance.

Converting a lot of statements every month? Plans start at $9/month for 500 pages.

Sources (checked ):

FAQ

Can I still get statements after closing a Wells Fargo account?
Wells Fargo says online statements and documents for a closed account may be available to view, download or save for about 90 days after the closing date. After that, contact Wells Fargo customer service for copies. If you are closing an account, download every statement you need first.
Can I combine or separate my Wells Fargo checking and savings statements?
To combine checking and savings statements, Wells Fargo says to call 1-800-869-3557. Accounts with at least one common owner may be combined, and the first account listed is treated as the primary account. If you prefer separate statements, tell Wells Fargo. That applies to later statements only, and the option isn't available for Prime Checking and Premier Checking.
How do I get a duplicate Wells Fargo business statement?
Wells Fargo's business FAQ says you can order duplicate statements by signing on to Wells Fargo Business Online and submitting a request. You can also order photocopies of bank statements by calling Small Business Customer Service at 1-800-225-5935.
Can I convert Wells Fargo statements to Excel?
Yes. Upload the PDF statement from Wells Fargo and download an Excel, CSV, QBO, Xero or OFX file. The first 5 pages every day are free.
Does it work with Wells Fargo credit card and business statements?
Yes. Checking, savings, business and credit card statements all work. The AI reads the layout, so it doesn't depend on a template.
How do I know the conversion is right?
Each result is checked against the statement: opening balance plus money in minus money out must equal the closing balance, and running balances are checked row by row.
Are my statements stored?
No. Files are processed in memory and the rows go straight back to your browser. We keep only metadata like the page count for billing.