Can I convert a Wells Fargo PDF statement to Excel?
Yes, if the PDF has real text, as statements downloaded from Wells Fargo online do. Scanned paper statements cannot be read.
Wells Fargo Statement to Excel: Download and Convert
How to download a Wells Fargo statement, and convert it from PDF or CSV to Excel, QuickBooks or Xero in your browser.
insytesBI provides estimates for informational purposes only, not financial, tax or accounting advice.
Wells Fargo statements
- What Wells Fargo gives you
- Comma Delimited (spreadsheet), Quicken and QuickBooks formats
- How far back
- The default is 90 days; some accounts let you go back as far as 18 months.
- How we read it
- Wells Fargo CSVs have no header row. insytesBI reads the date, amount and description columns from their contents and asks you to confirm them once.
Download your Wells Fargo transactions
- Sign in to Wells Fargo Online on a computer.
- Choose the account, then select Download Account Activity.
- Confirm the From and To dates (the default is the last 90 days).
- Select Comma Delimited as the format and select Download.
Frequently asked questions
What does Wells Fargo let me download?
Comma Delimited (spreadsheet), Quicken and QuickBooks formats
How far back can I download Wells Fargo transactions?
The default is 90 days; some accounts let you go back as far as 18 months.
Does insytesBI need my bank login?
No. You only upload the file you downloaded, and it stays in your browser.