Convert Wells Fargo statements to Excel and CSV
To convert a Wells Fargo statement to Excel or CSV, upload the statement PDF (or a scan or photo) to statement.work and export the transactions with date, description, amount and running balance in consistent columns.
Not affiliated with Wells Fargo. statement.work is an independent tool. Wells Fargo is a trademark of its owner and is named here only to describe the statements this page is about.
About Wells Fargo statements
Wells Fargo is one of the largest US banks, headquartered in San Francisco, with a large branch network and many small business customers. Its statements are common in US bookkeeping for checking and savings accounts, business accounts and credit cards.
What the statements typically contain
- An activity summary: beginning balance, deposits and credits, withdrawals and debits, and ending balance.
- A transaction history table, usually with date, description, and separate columns for deposits/credits and withdrawals/debits.
- A balance column. On some statements the balance appears once per day rather than after every transaction.
- Fee and interest summaries, and on business statements, extra sections for account details.
Layouts differ between account types and change over time; your statements are the reference.
Common conversion problems
- Two amount columns. Money in and money out in separate columns means a blank cell on every row. Copying text often shifts the remaining values left, putting a withdrawal under deposits. statement.work produces one signed amount per row.
- Day-end balances. If the balance prints only at the end of each day, some rows have no balance at all. A converted running balance on every row makes checking easier, but compare against the statement at day ends.
- Wrapped descriptions. Long online transfer and card descriptions often run onto a second line, which becomes a separate row when pasted.
- Summary lines. Totals and summary rows mixed in with the transactions inflate totals if they aren’t removed.
How to convert it
- Download the PDF statement, or use the scan or photo you have.
- Upload it to statement.work.
- Review the table: one row per transaction, one amount column, a running balance and a category.
- Export to XLSX, CSV or JSON.
- Check that the ending balance matches the statement.
Helpful terms
New to statement terms like running balance or statement period? The glossary has short definitions. For other large US banks, see Bank of America and U.S. Bank.
Questions
Why doesn't every row on my statement have a balance?
Some statements print a balance only at the end of each day rather than after every transaction. When you check a conversion, compare balances at the end of each day rather than row by row.
Can I convert several Wells Fargo accounts at once?
Yes. Upload the statements together; each comes out in the same columns, and you can add an account column when you combine them.
Is statement.work affiliated with Wells Fargo?
No. statement.work is an independent tool, not affiliated with or endorsed by Wells Fargo.