Skip to content

Not affiliated with Wells Fargo Bank, N.A.

Wells Fargo statement to Excel, CSV and QuickBooks

Download your Wells Fargo statement as a PDF from Statements & Documents, drop it here and get Excel, CSV or QBO. Read in your browser and checked against the statement’s own balances.

Last checked

Try a sample statement

Exports to Excel · CSV · QBO · OFX · QFX · Xero · Tally

Short answer

Can I download Wells Fargo transactions as CSV? Yes for recent activity, PDF only for older statements.

Wells Fargo has a Download Account Activity option that can produce a spreadsheet file or a file for Quicken or QuickBooks. It covers recent activity only, so for older months you convert the PDF statements instead.

Download

Get your Wells Fargo statement as a PDF

The monthly statement is the complete record, with the opening and closing balances the check needs. These are the usual steps in Wells Fargo online banking.

  1. 1.Sign in to Wells Fargo Online and select the account.
  2. 2.Open Statements & Documents from the account’s menu.
  3. 3.Pick the account and the statement you want.
  4. 4.The statement opens as a PDF. Save or download it.
  5. 5.Repeat for each month you need.

In the mobile app

  • In the Wells Fargo Mobile app, open the account and look for Statements & Documents.
  • Open a statement and save or share the PDF.

The layout

What a Wells Fargo statement looks like

US statements print dates as month and day, often with no year, and many list money in and money out in separate sections. The sketch is ours, drawn from public information, and your own statement may differ.

Our sketch · not a real statementPage 1

Beginning balance

Deposits and credits

Withdrawals and debits

Ending balance

Transaction history

DateCheck numberDescriptionDeposits / creditsWithdrawals / debitsEnding daily balance
Typical Wells Fargo checking layout, redrawn by us: separate deposit and withdrawal columns, and a balance on some rows only.
Two amount columns
Deposits and withdrawals are in separate columns, so there are no minus signs to read. The converter turns them into one signed amount.
Balance on some rows
The ending daily balance is usually printed on the last transaction of a day, not on every row. The check can still use it to find where the running balance breaks.
Check number column
A check number column sits between the date and the description. Check numbers are kept when they’re there.
Month and day dates
Dates are typically printed as month/day, so the year comes from the statement period.

Import

Import a converted Wells Fargo statement

Choose the format your software takes. All of them come from the same review, so you can download more than one.

QuickBooks Online or Desktop (QBO)

  1. 1.Download the QBO file from the review screen.
  2. 2.Online: Transactions, Bank transactions, Upload transactions. Desktop: File, Utilities, Import, Web Connect Files.
  3. 3.Pick the QuickBooks account, then review and accept the transactions. A credit card file goes into a credit card account.

Quicken or other software (QFX, OFX)

  1. 1.Download QFX for Quicken, or OFX for most other programs.
  2. 2.In Quicken, choose File, then File Import, then Web Connect (.QFX) File. Others have an option to import a bank statement.

Excel or Google Sheets

  1. 1.Download Excel or CSV.
  2. 2.Open it. Dates and amounts come in as dates and numbers.

FAQ

Wells Fargo statements, answered

Can I download Wells Fargo activity as a spreadsheet?
Yes, recent activity. Use Download Account Activity on the account. It only covers a limited period, so older months and closed accounts have to come from the PDF statements.
Does it read Wells Fargo business statements?
Business checking statements are text PDFs with a similar layout and are read the same way. Statements with a very different layout may need a few rows fixed on the review screen, and the balance check tells you if so.
Is this affiliated with Wells Fargo Bank, N.A.?
No. Tableaf is independent and is not affiliated with, endorsed by or sponsored by Wells Fargo Bank, N.A.. The name is used only to say which statements this page is about. Wells Fargo and its marks belong to their owners.
Is my Wells Fargo statement uploaded anywhere?
No. A text PDF is read by code running in your browser and the file you download is built there too. Nothing reaches our servers, and it keeps working offline after your first visit. How we handle your data.
How do I know every Wells Fargo transaction was read?
Every statement is checked against its printed opening and closing balances. If they don’t add up, the review screen shows “Off by” with the amount and points at the page or the row where the running balance breaks. Any text PDF should work, and that check is how you know it did.
Does it read a scanned or paper Wells Fargo statement?
Not yet. A scan has no text to read, so it needs OCR on a server, which is planned for paid plans. Statements you download from online banking are text PDFs and work today.

General information, not accounting or tax advice.