How to Download Wells Fargo Statements & Transactions (CSV)
Step-by-step: download Wells Fargo statement transactions as a CSV for Excel, how far back it goes, and a free report from it or a PDF statement.
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.
What to expect
Formats Wells Fargo offers
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.
When you upload it to insytesBI
Wells Fargo CSVs have no header row. insytesBI recognises the date, amount and description columns from their contents and asks you to confirm them once.
Choose CSV. Wells Fargo offers Comma Delimited (spreadsheet), Quicken and QuickBooks formats. A CSV opens in Excel and Google Sheets and is the safest choice for insytesBI; a QFX or OFX file also works in the bank statement tools.
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.
Can I upload a Wells Fargo PDF statement instead?
Yes. A PDF statement downloaded from online banking is read directly by the bank statement analyzer and converter. Scanned paper statements cannot be read, because they are a picture rather than text; for those, download the CSV.
Does insytesBI need my bank login?
No. You only upload the file you exported. insytesBI never asks for your bank password or a one-time code, and no website should.