Convert Wells Fargo Statements to CSV & Excel
Wells Fargo PDFs use MM/DD dates without a year and long uppercase descriptions. StatementKit restores the year, keeps check numbers, and exports CSV or Excel you can import into QuickBooks.
Convert Wells Fargo Statement FreeWells Fargo at a Glance
Full Name: Wells Fargo Bank, N.A.
Country: United States
Currency: USD
Date Format: MM/DD (year in the period header)
Layout: Date | Description | Amount | optional Balance
Extra column: Check number when present
Wells Fargo Statement Format
The period line looks like “Statement Period : January 1, 2026 - January 31, 2026.” Rows are only 01/15. Debits already carry a minus sign — StatementKit keeps that sign instead of flipping columns.
- PURCHASE AUTHORIZED ON / RECURRING PAYMENT AUTHORIZED ON prefixes stay in the description so you can filter card spend.
- ZELLE TO and WT FED# wires keep the counterparty text.
- Check numbers sit between Date and Description on many Everyday Checking statements. We preserve them.
- Active Cash and Reflect cards use a card-style table; they still export as one row per charge or payment.
How to Convert a Wells Fargo Statement
- In wellsfargo.com, open Statements and documents and download the PDF (not the image-only “view”).
- Upload it to StatementKit.
- Download Excel for analysis or CSV for QuickBooks / Wave.
Frequently Asked Questions
Do you keep the Wells Fargo check number?
Yes, when the PDF includes that column. It lands in the description or reference field so you can match cleared checks.
Can I convert Wells Fargo credit card statements?
Yes. See credit card statement to Excel.
Is this free?
The free plan includes 5 conversions per month. No credit card required.