Convert Wells Fargo Bank Statements to Excel & CSV

Upload your Wells Fargo PDF bank statement and get clean, structured data in Excel or CSV format. Free, accurate, and secure.

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Upload your Wells Fargo PDF bank statement and get clean Excel or CSV data in seconds. Free to try, no credit card required.

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About Wells Fargo Statement Format

Wells Fargo PDF statements begin with an account summary showing opening and closing balances, followed by a chronological transaction listing. The layout uses a clear tabular format with date, description, amount, and running balance columns. Statements also include a monthly service fee summary and any interest earned or charged.

Statement Features

  • Chronological transaction listing with running daily balance
  • Account summary with opening balance, deposits, withdrawals, fees, interest, and closing balance
  • Monthly service fee details and waiver information included
  • Check images listed by number with amounts in a dedicated section

How to Convert Wells Fargo Statements to Excel

1

Download Your Statement

Log in to your Wells Fargo online banking and download your statement as a PDF.

2

Upload the PDF

Go to our homepage and drag your Wells Fargo PDF into the upload area.

3

Download Excel / CSV

Your transactions are extracted automatically. Download as Excel or CSV instantly.

Tips for Wells Fargo Statement Conversion

  • Download statements from wellsfargo.com under Statements & Documents in your account settings
  • Wells Fargo statements include a running balance column that can be preserved during conversion
  • Combined statements for linked accounts will have separate sections — each is extracted individually
  • Statements are available online for up to 7 years for most account types

Wells Fargo Statement FAQ

How do I download my Wells Fargo bank statement as a PDF?

Log in to wellsfargo.com, navigate to your account, and select 'Statements & Documents.' Click on the statement date you want, and it will open as a PDF that you can save to your computer. Wells Fargo keeps statements available for up to 7 years.

Can I convert Wells Fargo mortgage statements to Excel?

Our converter is optimized for Wells Fargo checking, savings, and credit card statements. Mortgage statements have a different format focused on payment breakdowns rather than transaction lists, but basic conversion is supported.

Does Wells Fargo offer CSV downloads for transactions?

Wells Fargo allows CSV downloads of recent transactions from the account activity page, typically covering the last 18 months. For complete monthly statements with all details including fees and interest, downloading and converting the PDF is the most reliable approach.

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