Convert Wells Fargo statements to Excel, CSV, QBO & OFX
Drop a Wells Fargo PDF statement below. It is converted on your computer, reconciled against the printed balances, and exported in the format your accounting software imports.
About Wells Fargo statement layouts
Typical layout: Date · Description · Withdrawals · Deposits · Balance. Separate money-out and money-in columns with a running balance on every row. Rowledger verifies each row against the printed balance, so a misread amount is flagged immediately.
- The "Transaction history" table has Deposits/Additions and Withdrawals/Subtractions columns plus an "Ending daily balance" that only appears on the last transaction of each day, so Rowledger checks across days rather than row by row.
- Check numbers appear in their own column and are exported as the reference.
- Descriptions often wrap onto two lines ("Purchase authorized on 01/02 …"); the continuation is merged into one description.
- Dates on Wells Fargo statements are read as month/day (MM/DD); Rowledger confirms the order from the dates themselves and defaults the export to the matching format.
- Currency: USD. Amount columns are exported as plain numbers; the currency is recorded in the Summary sheet and OFX header.
Common products: Everyday Checking, Clear Access Banking, Initiate Business Checking.
How to download a Wells Fargo statement as PDF
Log in → Accounts → Statements & Documents → Statements → select the month → View/Download PDF.
Menus change; if the path differs, search your bank's help centre for "download statement PDF".
Step by step
- Download the statement PDF (or scan the paper statement at 200–300 dpi).
- Drop it into the converter above. Conversion takes about a second per statement; OCR a few seconds per page.
- Check the badge. Reconciled means every row adds up to the printed balances.
- Choose an export: CSV or Excel (free); QBO, OFX or QIF (Pro) for accounting software.
Importing into accounting software
- QuickBooks Online (CSV) · QuickBooks Desktop (QBO)
- Xero (OFX or CSV) · Wave (OFX)
- Excel with real dates and numbers
Questions about Wells Fargo statements
Is my Wells Fargo statement uploaded?
No. Wells Fargo statements are converted by code running in your browser. Nothing is sent to Rowledger or any third party, and the conversion works with the internet disconnected.
What format should I export for QuickBooks or Xero?
For QuickBooks Online use the 3-column CSV preset or QBO; for QuickBooks Desktop use QBO; for Xero use OFX or the Xero CSV preset; for Wave use OFX. All are produced from the same conversion.
Does it handle Wells Fargo credit card statements too?
Yes. Card statements are detected from the summary block and use the card sign convention (charges out, payments in), verified against previous and new balance.
What if my Wells Fargo statement is a scan?
Drop it anyway. Rowledger runs OCR in your browser, then applies the same balance verification so OCR slips are flagged on the row. Free covers the first two pages per scan; Pro is unlimited.
Other banks in United States
Rowledger is independent software and is not affiliated with or endorsed by Wells Fargo. Layout notes describe statements we have tested or that customers have reported; formats change over time.