How to Convert Wells Fargo Statements to CSV

Wells Fargo statements come as PDFs. If you need the data in a spreadsheet for bookkeeping, taxes, or importing into accounting software, here's how to convert them.

Download Your Statement

1. Log in to wellsfargo.com
2. Go to Statements & Documents
3. Select your account and statement period
4. Download the PDF

Convert to CSV

1. Upload the PDF at statementpro.app
2. The Wells Fargo parser kicks in automatically
3. Review the extracted transactions
4. Download as CSV, Excel, JSON, or OFX

Format Details

Wells Fargo uses a compact date format that varies:

• M/DD (e.g., 1/15)
• MM/DD (e.g., 01/15)

The parser handles both and infers the correct year from the statement period. It extracts transaction dates, descriptions, deposits, withdrawals, daily balances, check numbers, and opening/closing balances.

Supported Accounts

• Everyday Checking
• Way2Save Savings
• Credit card statements
• Business checking and savings

Batch Converting Multiple Months

Need a full year for tax season? Download all the PDFs from Wells Fargo, then upload them all at once using batch upload. Each statement gets its own CSV.

FAQ

Can Wells Fargo export transactions as CSV?

They offer some recent activity downloads, but full monthly statements with balances and complete details are PDF-only.

Can I get this into QuickBooks?

Yes. Convert to CSV and import in QuickBooks under Upload from file. Or connect Statement Pro to QuickBooks directly and push transactions without a file.